The Accounts Receivable (AR) Specialist is responsible for overseeing the full lifecycle of customer receivables—from invoicing to payment application and collections. This role is critical to maintaining a healthy cash flow and strong customer relationships by proactively managing outstanding balances, resolving disputes, and ensuring billing accuracy. The ideal candidate is organized, detail-oriented, and assertive in driving collections while maintaining professionalism and collaboration with internal departments and external clients.
Customer Invoicing & Billing
- Generate and issue timely and accurate invoices in QuickBooks Online, Interpreter Intelligence, and other billing platforms
- Ensure all invoices align with service documentation, contracts, and billing terms
- Submit invoices through customer-specific portals such as Office Ally, IEHP Secure, and others
- Resubmit and adjust invoices as needed based on customer requirements or internal updates
Accounts Receivable Management & Collections
Take full ownership of the accounts receivable portfolio, monitoring aging reports and collecting outstanding balancesProactively follow up with customers on overdue invoices through email, phone, and statementsTrack collection activities and escalate unresolved balances as needed, maintaining detailed communication recordsCollaborate with the Controller to reduce DSO and meet cash collection targetsIdentify chronic payment issues and work cross-functionally to improve billing and collections processesDispute Resolution & Customer Communication
Act as the primary point of contact for invoice disputes and payment discrepanciesInvestigate issues by coordinating with the Scheduling, Verification, and Customer Service teamsCorrect and reissue invoices as necessary to ensure resolution and maintain positive client relationshipsDocument all dispute resolutions and update system records accordinglyPayment Application & Reconciliation
Apply customer payments accurately and in a timely manner to open invoicesReconcile customer accounts and follow up on short pays, overpayments, and unapplied fundsAssist with bank reconciliations and month-end close processesReporting & Internal Coordination
Maintain up-to-date AR records and provide weekly aging and collections status reports to leadershipManage AR-related tickets and communication through HubSpot and other internal platformsSupport audit preparation and respond to inquiries related to AR and billingProcess Improvement & Compliance
Identify gaps in billing, collections, and customer communication workflows and recommend improvementsSupport implementation and adoption of AR automation tools like YayPayEnsure adherence to company policies, customer contracts, and regulatory requirements in all billing practicesRequirements
2–3 years of experience in accounts receivable, collections, or general accounting.Proficiency in QuickBooks Online; familiarity with billing systems like Interpreter Intelligence, XTRF, or YayPay is a plus.Strong experience managing AR aging, driving collections, and resolving disputed invoices.Excellent organizational, analytical, and communication skills.Ability to work independently and prioritize in a deadline-driven environment.High attention to detail and customer service mindset.Proficient in Microsoft Excel and reporting tools.Benefits
Medical, Dental, and Vision Insurance401(k) with company matchGenerous PTO and paid holidaysProfessional development opportunitiesEmployee assistance programCompany-sponsored events and activitiesHybrid Work EnvironmentPay Range : $24-25 / hour