Collections Specialist (Hybrid) jobs in United States
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AuditBoard · 1 day ago

Collections Specialist (Hybrid)

AuditBoard is a leading audit, risk, ESG, and InfoSec platform with a strong growth trajectory. The Collections Specialist will be responsible for managing cash revenues, processing invoices, and performing collection outreach to ensure timely payments from clients.

Cloud Data ServicesComplianceCustomer ServiceInformation TechnologySaaS
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Growth Opportunities

Responsibilities

Report to the AR Lead as a member of a dedicated AR Specialist team
Complete vendor setup forms and perform vendor portal/PO process setup including verification calls and legal ticket submissions
Submit invoices through vendor portals
Distribute invoices utilizing Tesorio campaigns via the company’s AR group email, and ensure all clients remain informed on their outstanding debts and deadlines
Identify delinquent accounts, manage the dunning process, and perform outreach efforts to encourage the timely collection
Action solutions to client invoicing or collections issues, communicating and escalating as appropriate
Manage cash applications and review the status of accounts to identify inconsistencies
Engage in sometimes difficult conversations while maintaining an always-professional and customer-first attitude
Assist with accounting close, general operational activities, and ad hoc projects as needed

Qualification

Accounts ReceivableNetSuiteSalesforceMS OfficeGSuiteDetail-orientedCommunication skillsTeam playerTime-management

Required

Bachelors degree
2+ years of experience in Accounts Receivable, operational accounting, or general bookkeeping
Proven written and interpersonal skills that come with customer-facing experience
Detail-oriented with high standards of accuracy
Motivated team player with strong communication and time-management competencies
Excellent knowledge of MS Office and GSuite tools

Preferred

Experience with NetSuite and Salesforce
Bachelor's degree in Finance or Accounting
Experience in the SaaS Industry and an understanding of key SaaS metrics such as ARR
Familiarity with Maxio/SaaSOptics and Tesorio

Benefits

Live your best life (LYBL)! $200/mo for anything that enhances your life
Comprehensive employee health coverage (all locations)
401K with match (US) or pension with match (UK)
Competitive compensation & bonus program
Flexible Vacation (US exempt & CA) or 25 days (UK)
Time off for your birthday & volunteering
Employee resource groups
Opportunities for team and company-wide get-togethers!

Company

AuditBoard

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AuditBoard develops a cloud-based audit automation platform that specializes in transforming economic governance within business sectors.

Funding

Current Stage
Late Stage
Total Funding
$43.61M
Key Investors
Battery Ventures
2024-05-23Acquired
2018-08-15Series B· $40M
2017-04-11Series A· $3.61M

Leadership Team

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Raul Villar Jr.
Chief Executive Officer of AuditBoard
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Jay Lee
Co-Founder, Co-Chair of the Board & Sr Advisor
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Company data provided by crunchbase