Accounts Receivable Specialist II

The Billing and Collections team member is responsible for processing billing and ensuring efficient collections operations. This role involves reviewing contracts, processing sales orders, and processing invoicing, while also engaging in proactive collections activities and maintaining clear communication with customers and internal teams.

• Billing Operations:

• Review opportunities and contracts in Salesforce (SF) and other source systems to ensure accurate billing setup.

• Approve sales orders and ensure all products and services are billed accurately in NetSuite (NS).

• Submit invoices through customer portals and send invoices directly to customers.

• Perform account reconciliations to verify billing accuracy and resolve discrepancies.

• Handle expense billing to ensure all relevant costs are included in customer invoices.

• Collections Activities:

• Update Salesforce or relevant systems with detailed collection notes to maintain accurate records of customer interactions.

• Collaborate with the billing team on escalations and address any billing-related questions.

• Forecast cash flow by analyzing collections data and identifying trends.

• Address sales escalations related to aged receivables and work with sales teams to resolve outstanding issues.

• Conduct regular collection meetings with sales teams to align strategies and priorities.

• Issue demand letters for overdue accounts and manage the distribution of account statements.

• Manage account automations related to statement distribution to ensure timely communication with customers.

Qualifications:

• Experienced in billing and collections, with a strong understanding of accounts receivable processes, minimum 2-5 years.

• Proficiency in Salesforce and NetSuite, or similar systems, with the ability to manage billing and collections activities within these platforms.