Accounts Receivable and Billing Specialist

Accounts Receivable And Billing Specialist

We are seeking a motivated Accounts Receivable And Billing Specialist. This role oversees the end-to-end billing and collections process from generating invoices and processing payments to reconciling accounts and managing client outreach for overdue balances. The ideal candidate is proactive and detail-oriented, with proven experience in QuickBooks and CRM platforms, ensuring accurate billing, efficient collections, and a seamless client payment experience.

Core Tasks

• Invoice Management & Payment Processing
• Generate and issue monthly invoices in QuickBooks (for ACH and manual payments) and Hyphen (for credit card payments).
• Process payments manually each Tuesday, ensuring accuracy and timeliness across 1st4th Tuesday billing cycles.
• Record payments and maintain detailed client account records within Salesforce CRM.
• Support creation and tracking of one-off or deposit invoices outside of recurring billing.
• Collections & Client Outreach
• Conduct proactive outreach to clients regarding past-due invoices or declined payments, using a mix of templated email and phone communication.
• Initiate follow-ups based on defined cadence (e.g., initial email within 35 days, phone call escalation after 710 days).
• Maintain clear documentation of all outreach and collection efforts in CRM.
• Reconciliation & Reporting
• Support month-end AR reconciliation to ensure payments are properly applied and discrepancies are identified and escalated.
• Generate recurring payment status and aging reports for internal stakeholders.
• Identify process gaps or recurring payment issues and propose improvements to internal tracking.
• Operational Support
• Assist in building and maintaining collections playbooks (message templates, outreach cadences, escalation paths).
• Coordinate internally with Drive Social's finance team to flag high-risk accounts or potential billing disputes.
• Support logistics or related administrative tasks as needed (e.g., Fit3D shipment tracking support).

Must-Haves

Nice-To-Haves