Actionstep

Accounts Receivable

• 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
• 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
• 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
• 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
• Provide aging summaries and collection forecasts aligned to revenue targets
• Highlight trends in delayed payments and emerging credit risks
• Assist with continuous improvement of systems, controls and working practices.

Accounts Receivable Specialist

Business Operations

• Ensure Actionstep’s core enterprise systems operate coherently and reliably
• Define and maintain systems of record for data flow across various departments
• Own the architecture of enterprise systems including NetSuite and Salesforce
• Implement AI capabilities that enhance operational scalability
• Manage data integrity and establish governance controls
• Foster strong relationships with internal and external stakeholders
• Participate in continuous improvement initiatives to strengthen department culture

Head of Business Systems

Financial Planning and Analysis

• Owning key components of the month-end close within a modern ERP environment, including journals, reconciliations, and supporting schedules
• Maintaining high-integrity balance sheet reconciliations, investigating and resolving variances quickly and effectively
• Delivering clear financial insights and variance analysis to support management decision-making
• Supporting multi-entity consolidation and intercompany accounting across international entities
• Assisting with audit and compliance processes, preparing schedules, documentation, and supporting audit queries
• Partnering cross-functionally to ensure accurate, timely financial data flows across the organization
• Identifying opportunities to improve accounting processes, controls, and documentation, with a focus on automation and scalability
• Using financial systems, reporting tools, and Excel models to maintain data integrity and reporting excellence

Senior Financial Accountant

Accounting Manager

• Own the global month-end close process end-to-end, ensuring timely, accurate, and well-supported financial results across all entities
• Maintain the integrity of the general ledger and global consolidation, including intercompany reconciliations and eliminations
• Oversee group revenue recognition policy and support accounting for complex or non-routine transactions
• Own tax accounting and support global tax strategy by ensuring appropriate recognition of tax positions
• Deliver consolidated financial statements and provide clear variance analysis and accounting insight
• Take ownership of annual financial audits across multiple regions
• Identify opportunities to automate, streamline, and scale accounting processes
• Monitor financial risks, strengthen internal controls, and maintain high standards of financial governance

Global Accounting Manager

Support Engineer

• Manage a daily workflow of managing live chats, new and open tickets
• Running screenshares with users to determine next steps on resolutions
• Respond to inbound live chats and emails within an acceptable timeframe
• Manage a queue of tickets with competing priorities
• Investigate and resolve inbound tickets through various means
• Adopt a “First Time Right” mindset to ensure the enquiry is resolved on the spot where possible
• Escalate tickets when appropriate
• Balance the needs of the business and the customer to prioritise enquiries appropriately
• Provide consistent and regular updates to users on any active issues they’re experiencing
• Meet all SLAs and goal targets set out by your leader

Customer Support Analyst

Project Manager

• Oversee Actionstep’s involvement in Certified Consulting Partner (CCP)-led implementations, ensuring strong coordination between partners, customers, and internal teams.
• Manage internal implementations and professional services projects directly, delivering within agreed scope, budget, and timeline.
• This role focuses on partner governance, enablement, and delivery oversight, ensuring partners follow best practices and that all projects achieve the desired customer outcomes.
• Acting as a bridge between internal teams, CCPs, and customers, the Project Manager balances delivery execution with partner development and continuous improvement.
• Support and monitor Certified Consulting Partner (CCP)-led implementations to ensure alignment with Actionstep delivery frameworks, tools, and quality expectations.
• Track overall delivery performance across the partner portfolio, identifying trends, risks, and systemic challenges.
• Act as the escalation and coordination point for delivery challenges raised by partners or internal teams, facilitating swift and effective resolution.
• Participate in regular partner performance reviews, contributing insights and recommending improvements to governance and delivery quality.
• Collaborate with the Lead PMO and Services leadership to refine partner governance models and ensure consistent application across regions.
• Facilitate onboarding and training for Certified Consulting Partners (CCPs) by coordinating resources, scheduling sessions, and ensuring materials are current and complete.
• Manage select internal or strategic customer projects directly, ensuring delivery within agreed scope, budget, and timeline.
• Collaborate with technical teams to ensure accurate scoping and resource alignment for internal projects.
• Create and maintain project documentation, templates, and process guides to ensure consistency and scalability.
• Partner with the PMO to maintain and improve delivery frameworks, documentation, and tools that support project and partner success.
• Contribute to the definition and refinement of delivery metrics, project standards, and governance processes.
• Participate in post-project reviews, capturing and sharing lessons learned to drive continuous improvement.
• Build and maintain strong relationships with partners and internal stakeholders, ensuring alignment and collaboration across all project phases.
• Deliver consistent, transparent communication on project status, issues, and dependencies.
• Ensure escalations are resolved effectively, and that insights are captured to prevent recurrence and strengthen delivery maturity.
• Undertake any other reasonable duties as required.

Analyst

• Guide customers through the implementation process, including discovery, system setup, configuration, workflow and template installation or changes, and training.
• Execute implementation and professional services as scoped for customers, ensuring delivery meets quality standards and customer needs.
• Ensure accuracy and consistency of deliverables through testing and validation.
• Support escalations for customers or partners to ensure successful outcomes.
• Deliver or contribute to customer training as part of implementation or ongoing services.
• Provide post-go-live support to help stabilize customer experience and adoption.
• Support onboarding and training of new partners to ensure consistent delivery standards.
• Ensure smooth transition of customers from implementation to ongoing support or customer success, including clear handoff documentation and knowledge transfer.
• Collaborate with Project Managers, Solution Architects, and other Services team members to ensure smooth execution of engagements.
• Contribute to continuous improvement by providing feedback to enhance delivery frameworks, templates, and best practices.
• Provide level-of-effort (LOE) estimates and input to support accurate scoping and contract execution.