Accounts Receivable Specialist

About the role

The AR Specialist manages the full scope of the accounts receivable process, including customer inquiries, invoice delivery, and monitoring account portfolios for timely payment. This role collaborates with Customer Success, Sales, and Finance teams to ensure accurate billing and strong cash flow. The position requires a proactive communicator with strong attention to detail to manage multiple priorities efficiently.

Responsibilities

• Manage the shared billing inbox and respond to inquiries within established SLAs.
• Coordinate customer billing setup and maintain accurate billing contacts.
• Submit invoices to customer portals and manage assigned AR portfolios.
• Proactively follow up on outstanding invoices and identify payment issues.
• Apply payments, credit memos, and rebills while reconciling accounts.
• Monitor customer cancellations and oversee dunning automation processes.
• Prepare aging reports and provide updates on high-priority accounts.

Required skills

• Accounts Receivable
• Billing
• Excel
• Accounting principles
• Communication

Nice to have

• NetSuite
• Tesorio
• Maxio
• Salesforce
• Avalara
• Subscription-based contracts
• Vendor portals
• AI tools

Qualifications

• 2+ years of experience in Accounts Receivable, Billing, or related finance role

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Wellness incentives
• 401(k) plan with employer match
• Flexible paid time off
• Quarterly wellness days
• Paid holidays

About the Company

SOCi is the leader in AI-powered marketing solutions for multi-location businesses. Founded in 2012, the company provides a digital workforce capable of handling the workload of local marketers to help brands achieve digital visibility and scale.