Accounts Receivable Associate

We are looking for a Accounts Receivable (AR) Associate role that can provide robust support in managing the billing and collections process for different customer segments, ensuring timely resolution of inquiries, accurate invoicing, and prompt collections. This role is critical in maintaining a healthy cash flow and ensuring customer satisfaction.

KEY RESPONSIBILITIES:

Customer Interaction and Inquiry Resolution:

• Serve as a point of contact for contract customers, addressing inquiries and issues related to
  billing and payments promptly.
• Work closely with the Billing Ops Lead to ensure quick resolution times for contract customer
  inquiries.
• Engage in occasional bank verification calls/meetings to validate customer details.

AccountsReceivableCollections:

• Review AR reports, identify past due accounts, and issue collection notices.
• Work with customers to facilitate payments, ensuring that accounts are updated and notated accordingly.
  

EnterpriseCustomerOnboarding:

• Facilitate the onboarding of newly signed enterprise customers ensuring our company is set up in their system for seamless payment processing.
• Prepare and submit requisite onboarding documents such as bank letters, via email, PDF, excel, or through customer portals as required.

TransactionManagement:

• Review the TU queue for T3 Billing and Refunds, as well as other Slack channels, to address both internal and external customer questions related to transactions.
• Assist with payment transfers, application of over and under payments in Stripe, ensuring
  accurate account balances.

Invoice Management:

• Update customer invoices upon clearance of checks, based on information provided by the Billing
  Ops Lead.
• Address inquiries and provide updates regarding invoices through the AR-Enterprise inbox.

Tax Certification and Exemption Management:

• Review and apply tax certifications exemptions for enterprise customers in Stripe, ensuring
  compliance with tax laws.

Documentation and Process Improvement:

• Assist in creating and updating documentation for the TU and Billing Ops processes as needed, contributing to the continuous improvement and scaling of operations.

Data Entry and Administrative Support:

• Perform data entry tasks related to billing and collections.
• Engage in email correspondence to ensure clear communication with both internal and external stakeholders.

PreferredSkillsandCompetencies:

• Strong customer focus with excellent communication and interpersonal skills.
• Ability to think creatively and make informed decisions.
• Proficient in Stripe
• Attention to detail and ability to manage multiple priorities in a fast-paced environment.
• Collaborative team player, willing to work closely with the Billing Ops Lead and other team members to achieve common goals.

Reporting Structure:

The Accounts Receivable Associate will report directly to Accounts Receivable Team Lead.

This job scope provides a comprehensive overview of the expectations and responsibilities for the AR Associate role, ensuring a clear understanding.