Actionstep

Accounts Receivable Specialist

Actionstep

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 CA$58,000 - CA$68,000 per year

About the role

  • 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.

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)
Benefits
  • Robust medical, dental, vision offerings
  • 401K with company match
  • Flexible working and PTO
  • Take your birthday off
  • Frequent team building events
  • Fantastic training and development opportunities
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Accounts ReceivableMicrosoft Excelfinancial systemsdebt managementreconciliationdispute resolutioncollection activitycredit notes processingaging reportsbad debt write-offs
Soft Skills
customer servicecommunicationprofessionalismattention to detailresilienceinitiativetactfulnessperseveranceapproachabilityworkload management
Certifications
Bachelor's degree in FinanceBachelor's degree in AccountingBachelor's degree in Business Administration