Actionstep

Accounts Receivable Specialist

Actionstep

full-time

Posted on:

Origin:  • 🇨🇦 Canada

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Salary

💰 CA$58,000 - CA$68,000 per year

Job Level

Mid-LevelSenior

About the role

  • Actionstep is a SaaS company specialising in Legal Practice Management software with global customers.
  • Maintain invoicing, receivables, reconciliations, and collections across the full AR lifecycle.
  • Work aged debt and implement strategies to manage overdue payments and minimise debt exposure.
  • Maintain regular contact with customers, sending reminders and following up on outstanding balances.
  • Manage the accounts inbox and capture all relevant information in financial systems.
  • Respond to clients and internal stakeholders resolving queries promptly and efficiently.
  • Take ownership of end-to-end AR activities including receipting customer payments for all entities.
  • Generate and issue accurate and timely invoices per billing schedules or contracts.
  • Prepare consolidated monthly billing spreadsheets to support specific accounts.
  • Investigate disputes/customer issues and process credit notes as required.
  • Manage and resolve issues identified during customer contact to ensure prompt collection.
  • Assess delinquent customer accounts and work on bad debts to be written off.
  • Perform regular account reconciliations, ensuring payments and credits correctly applied.
  • Maintain customer records including contact details, billing preferences, and credit limits.
  • Prepare AR reports and provide regular updates on aged debt, cash collections, and risk accounts.
  • Support the month-end close by ensuring AR transactions are recorded and reconciled.
  • Assist with continuous improvement of systems, controls and working practices.
  • Develop and maintain awareness of applicable tax regulations across entities.
  • Liaise closely with Sales and Support teams and undertake other reasonable duties as required.
  • Build and maintain strong working relationships with internal and external parties.
  • Attend and contribute to customer, partner and internal meetings to add value.
  • Actively pursue professional development and industry best practices.
  • Participate in continuous improvement of Finance processes and share knowledge.
  • Follow Health & Safety procedures and participate in safety initiatives.

Requirements

  • 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.
  • Bachelor's degree in Finance, Accounting, Business Administration, or related field. (Desirable)
  • Experience in NetSuite. (Desirable)
  • Relevant Employment and Background Checks