Placer.ai

Accounts Receivable

• Approve Sales Orders synced from Salesforce ensuring accuracy against the order form
• Review invoicing prior to emailing the customer ensuring tax compliance using Avalara
• Setting up Placer as a vendor in 3rd party portals
• Upload e-invoices via customer procurement platforms such as Ariba, Coupa
• Upload tax exemption certificates to Avalara
• Assist in billing email inbox, ensuring timely responses to internal and external inquiries
• Resolve billing and invoicing discrepancies as needed
• Stratify collection activities to maximize cash receipts
• Issue dunning letters to overdue accounts
• Contact customers regarding overdue accounts and determine reasons for non-payment
• Disable platform access when payment is unlikely
• Issue credit hold notifications
• Recommend that accounts be shifted to a collection agency
• Recommend bad debt write-offs
• Maintain accurate records about interactions with customers
• Perform special, ad-hoc projects in Accounting/Finance as requested
• Coordinate with internal departments (sales operations, customer success, deal desk, etc.) to resolve billing and revenue-related inquiries
• Look for opportunities to improve or replace the Virtual Post Mail process
• Perform month end reconciliation ensuring all billings have been accounted for between Salesforce and Netsuite
• Provide necessary documentation during internal and external audits
• Assist the technical accounting/revenue team with day to day activities

Accounts Receivable Specialist

Onboarding Specialist

• Own the onboarding process from when a Customer is signed on to when they complete their first use case.
• Manage a portfolio of concurrent onboarding accounts across the mid-market accounts, prioritizing effectively across competing timelines.
• Host kickoff calls, use case workshops, and training sessions to drive adoption of the platform to support the customer’s key use case.
• Partner closely with cross-functional teams — Sales/AEs (on handoff), Support, Product, and the Account/Customer Success Managers who own the long-term relationship — to ensure a seamless transition.
• Ensure the customer is set up for long-term success with Placer by ensuring they have all the resources needed and Placer’s systems are up to date.
• Help build out a repository of curriculum to support the key use cases requested by our customers
• Success in role will be determined by # of kickoff calls that were within 2 weeks of starting, % of customers onboarded in 90 days, number of working sessions achieved, documented use case wins, and CSAT of onboarding experience.

Senior Customer Success Manager – Onboarding Specialist

Solutions Engineer

• Extract, manipulate and compile data from different sources for analyses
• Design and create client-facing tools and maps for on-going and prospect accounts
• Interpret data, analyze results using statistical techniques and provide ongoing reports
• Review generated data with critical thinking and cross-validation with external sources
• Generate custom reports to meet existing and potential customer requirements/interest
• Work closely with different business teams (in the United States) to prioritize and support decision making

Solutions Engineering Analyst

General Counsel

• Lead complex commercial negotiations, including enterprise customer MSAs
• Own inbound data provider agreements
• Collaborate with GTM, Deal Desk, Partnerships, Security, Product and Compliance
• Lead or support broader Legal workstreams
• Advise on privacy and data protection matters
• Partner with Product, Engineering, Compliance, Security and GTM teams
• Use and help develop AI tools and legal technology

Accounts Receivable Specialist

Senior Customer Success Manager – Onboarding Specialist

Solutions Engineering Analyst

Solutions Engineering Analyst

Senior Legal Counsel