Accounts Receivable - Collections Specialist

Accounts Receivable - Collections Specialist

The Accounts Receivable (AR) Collections Specialist is responsible for the accurate and timely management of the organization's customer collections processes. This role involves full ownership of global customer collections. The role also entails activities related to accounts receivable such as customer onboarding and purchase order procurement. The ideal candidate will ensure strong cash flow by maintaining positive customer relationships and resolving discrepancies efficiently. This position works closely with cross-functional teams to support overall financial accuracy and operational success.

Essential Job Functions :

• Expedite the resolution of unpaid customer accounts to ensure timely cash collection while maintaining customer goodwill
• Establish, execute and maintain receivables process, with a focus on improving collections velocity
• Create and maintain month-end and year-end close processes
• Prepare weekly collection and accounts receivable status reports for the executive team
• Prepare cash forecast reports for the executive team
• Research to resolve receivable issues and escalate when appropriate
• Effectively communicate cross-functionally with internal stakeholders to aid in the collections process
• Special projects and ad-hoc analyses as directed by management
• Minimum 5 years of collections experience, preferably in a SaaS or B2B environment
• Strong experience with Enterprise ERP (NetSuite strongly preferred) & CRM Platform (Salesforce.com preferred)
• Excellent written and oral communication skills, including the ability to work collaboratively and build strong relationships across
• the organization and with customers
• Proactive and comfortable taking initiative while working independently
• Meticulous attention to detail; highly organized and process oriented
• Strong project management and time management skills are required; high degree of comfort working on several projects
• simultaneously with the flexibility to prioritize based on the needs of the business
• Prior SaaS experience strongly preferred
• Understanding of all aspects of generally accepted accounting principles (GAAP)

Education Requirements :

Environment :

Diversity, Equity, and Inclusion Statement :

At Chartbeat we strive to create and continually grow as a company where all employees are able to be their authentic selves. We are committed to recruiting, hiring, and retaining employees from different backgrounds, viewpoints, and experiences. Our strength is our diversity and we are dedicated to continuously reflect upon, and evolve our efforts to maintain a diverse, equitable and inclusive ecosystem.

Equal Opportunity Employment Statement :

Chartbeat is an Equal Opportunity Employer and does not discriminate on the basis of race, color, gender, sexual orientation, gender identity or expression, religion, disability, national origin, protected veteran status, age, or any other status protected by applicable national, federal, state, or local law.