Accounts Receivable Specialist servicing Canada

Denver, CO - USA

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

Description

Actionstep is a pioneer in the development and sale of software-as-a-service (SaaS) products specializing in the delivery of Legal Practice Management and Accounting software. We are a fast growing dynamic business with a global customer base of more the 30000 and a team of over 240 in the USA Australia UK Canada and New Zealand.

The Finance Team is responsible for providing and delivering accurate timely and expert financial and accounting management services enabling the business to make effective considered decisions while ensuring regulated and compliant activity. Strong governance and effective risk management.

The Accounts Receivable Specialist focuses on the management of invoices and outstanding payments ensuring that financial data is captured in a timely and accurate manner and that outstanding debts are recovered promptly effectively and professionally. This role balances relationship management with firm but professional collection practices.

In this role you will be accountable for

Collections & Aged Debt Management

Monitor AR aging reports and proactively follow up on overdue balances.

Implement structured strategies to manage aged debt and minimise debt exposure.

Maintain regular contact with customers via phone and email including issuing reminder notices for outstanding balances.

Secure payment commitments and accurately document all collection activity in financial systems.

Identify high-risk or delinquent accounts and escalate appropriately.

Assess severely overdue accounts and provide recommendations regarding bad debt write-offs in line with policy.

Work cross-functionally with Customer Success to manage at-risk accounts while maintaining a strong customer experience.

Dispute Resolution & Credit Management

Identify billing discrepancies or disputes impacting payment.

Investigate customer issues in partnership with the Billing Specialist and internal stakeholders.

Process approved credit notes in accordance with company policy.

Track dispute resolution progress to ensure timely recovery of outstanding amounts.

Manage and resolve issues identified during customer contact to remove barriers to payment.

Cash Application & Reconciliation

Take ownership of end-to-end receipting of customer payments across all entities.

Allocate incoming payments accurately against customer accounts.

Reconcile customer accounts and resolve unapplied or misapplied cash.

Support month-end AR reconciliations in partnership with the Revenue Accountant.

Accounts Inbox & Stakeholder Management

Manage the shared accounts inbox responding to customer and internal queries promptly and efficiently.

Capture all relevant information in financial systems to maintain accurate records.

Provide clear professional communication to both external customers and internal stakeholders.

Reporting & Insights

Provide aging summaries and collection forecasts aligned to revenue targets.

Highlight trends in delayed payments and emerging credit risks.

Contribute insights to improve DSO and reduce aged receivables.

Other Responsibilities

Assisting with continuous improvement of systems controls and working practices.

Developing and maintaining an awareness of applicable tax regulations across all entities.

Liaising closely with the sales and support team.

Undertaking any other reasonable duties as required.

Relationship Management:

Building and maintaining strong working relationships with all internal and external parties ensuring transparent proactive and effective communication always.

Attending and proactively contributing to customer partner and internal meetings with the view to add value in a constructive manner.

Requirements

Communicator: You will be working with many different people across the organization at times of high pressure. Your communication capabilities are vital to ensure your stakeholders are bought into the work we do together understand complex processes and work effectively with you.

Collaborator: In Finance we work across many different teams in the organization often at times of pressure. Working in collaboration means understanding the needs of the people you are working with and ensuring they understand your needs. It requires a joint commitment which you need to broker to ensure that we get the job done and achieve the outcomes we need.

Relationship Manager: Building and maintaining effective cross-organizational working relationships as a business partner will underpin your success. Relationship management requires a strong understanding of the roles your stakeholders are playing and the ability to ensure they commit to the processes we are jointly working through.

Analytical Problem Solver: You will face bumps in the road every day situations we have not faced before. You will need to be comfortable working with colleagues to find options and be able to facilitate across teams to agree solutions.

Experience & Qualifications:

Essential:

Experience in Accounts Receivable or similar role.
Excellent customer service skills with a polite tactful and firm manner.
Confidence professionalism and perseverance.
Strong Microsoft Excel skills.
Excellent written and verbal communication skills both face to face and over the phone.
Confident approachable and professional manner.
Resilience and drive to deliver brilliant service.
Questioning approach and use of own initiative.
Excellent attention to detail.
Ability to manage their own workload prioritise and work well under pressure.

Desirable:

Bachelors degree in Finance Accounting Business Administration or related field.
Experience in NetSuite

Benefits

We have a fantastic and inspirational working environment!

Robust medical dental vision offerings
401K with company match
Flexible workingand PTO
Take your birthday off
Frequent team building events
Fantastic training and development opportunities

58-68k Salary Range

Required Experience:

DescriptionActionstep is a pioneer in the development and sale of software-as-a-service (SaaS) products specializing in the delivery of Legal Practice Management and Accounting software. We are a fast growing dynamic business with a global customer base of more the 30000 and a team of over 240 in th...