Hybrid Collections Specialist

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About the role

  • Collections Specialist managing accounts receivable tasks for AuditBoard. Responsible for invoicing, collections outreach, and ensuring timely payments from clients.

Responsibilities

  • Report to the AR Lead as a member of a dedicated AR Specialist team
  • Complete vendor setup forms and perform vendor portal/PO process setup including verification calls and legal ticket submissions.
  • Submit invoices through vendor portals.
  • Distribute invoices utilizing Tesorio campaigns via the company’s AR group email, and ensure all clients remain informed on their outstanding debts and deadlines
  • Identify delinquent accounts, manage the dunning process, and perform outreach efforts to encourage the timely collection
  • Action solutions to client invoicing or collections issues, communicating and escalating as appropriate
  • Manage cash applications and review the status of accounts to identify inconsistencies
  • Engage in sometimes difficult conversations while maintaining an always-professional and customer-first attitude
  • Assist with accounting close, general operational activities, and ad hoc projects as needed

Requirements

  • Bachelor's degree
  • 2+ years of experience in Accounts Receivable, operational accounting, or general bookkeeping
  • Proven written and interpersonal skills that come with customer-facing experience
  • Detail-oriented with high standards of accuracy
  • Motivated team player with strong communication and time-management competencies
  • Excellent knowledge of MS Office and GSuite tools
  • Experience with NetSuite and Salesforce preferred

Benefits

  • Live your best life (LYBL)! $200/mo for anything that enhances your life
  • Comprehensive employee health coverage (all locations)
  • 401K with match (US) or pension with match (UK)
  • Competitive compensation & bonus program
  • Flexible Vacation (US exempt & CA) or 25 days (UK)
  • Time off for your birthday & volunteering
  • Employee resource groups
  • Opportunities for team and company-wide get-togethers!

Job title

Collections Specialist

Job type

Experience level

JuniorMid level

Salary

$54,400 - $81,600 per year

Degree requirement

Bachelor's Degree

Location requirements

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