Bold Business

Accounts Receivable

• Manage and update customer billing records, ensuring accuracy and compliance
• Send collection correspondence and follow up with delinquent accounts in a professional, customer-focused manner
• Monitor overdue accounts, generate AR aging reports, and support collection strategies
• Investigate payment discrepancies, resolve billing issues, and collaborate with the AR Manager and Customer Service team
• Reconcile AR accounts in coordination with the Staff Accountant (at least twice monthly)
• Prepare ad hoc AR and collection reports for management
• Maintain accurate AR documentation and filing for easy retrieval
• Communicate payment status and account changes to stakeholders
• Support other finance or administrative tasks as needed

Accounts Receivable Specialist

• Send invoices and follow up on overdue payments
• Reconcile customer accounts and resolve payment discrepancies
• Prepare AR aging and collection reports
• Work with the AR Manager and Customer Service team to solve billing issues
• Keep customer records up to date and accurate

Accounts Receivable Associate

Executive Assistant

• Source, screen, and manage candidate pipelines in Greenhouse
• Schedule interviews and support candidate onboarding
• Partner with sales on talent research and client deliverables
• Use AI tools and automations to speed up workflows
• Keep everything accurate, organized, and moving fast
• Work with scheduling tools and AI automations to keep pipelines moving and help recruiters and sales managers save time

Virtual Assistant, Recruiting and Sales Support

• Manage candidate pipelines within Greenhouse ATS, ensuring accuracy and timely updates across all stages.
• Conduct initial resume reviews and pre-screens to identify qualified candidates quickly.
• Send and track onboarding communications (welcome emails, pre-start documents, background checks, etc.).
• Schedule and coordinate candidate interviews efficiently using ATS integrations (Calendly, Outlook, Zoom).
• Assist in “Boldifying” CVs and preparing candidate profiles for client submissions.
• Support recruiters and sales managers with scheduling, reporting, and candidate tracking.
• Generate and maintain recruiting reports (time-to-fill, stage conversions, pipeline health) using Greenhouse dashboards and other tools.
• Ensure all documentation, compliance items, and client-facing deliverables are accurate and timely.
• Use AI tools to streamline workflows (resume parsing, drafting outreach emails, interview scheduling, data entry automation).
• Research and recommend new tools, plug-ins, or automations that improve recruiter productivity.
• Proactively identify bottlenecks and implement tech-enabled solutions for speed and quality.
• Support the sales team with research on prospects and candidate availability.
• Assist in preparing candidate slates and reports for client presentations.
• Act as a bridge between sales and recruiting to ensure promises made to clients are executed on time.

Virtual Assistant – Recruitment

• Provide comprehensive support for various business operations, digital projects, and content and social media management.
• Collaborate across functions to manage scheduling, coordinate tasks, and develop engaging content for both internal and external audiences.
• Oversee tasks and timelines utilizing project management tools such as Asana, Basecamp, or Monday.com.
• Assist in project planning, progress tracking, and team coordination.
• Manage executive calendars and coordinate interviews, including scheduling podcast guests.
• Facilitate seamless scheduling across various time zones.
• Create and edit graphics, videos, and marketing materials for digital platforms.
• Compose blog posts and other content to enhance brand storytelling.
• Monitor and engage with social media interactions.