Accounts Receivable & Collections Specialist

United StatesRemoteFull-timemid

Finance & AccountingCollections Specialist

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Quick Summary

Requirements Summary

Bachelor’s degree in Accounting, Finance, Business, or a related field, or equivalent professional experience. 7+ years of progressive B2B accounts receivable and commercial collections experience.

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Finance & AccountingCollections Specialist

This role supports a growing Order-to-Cash function through complex account resolution, customer follow-through, and timely cash collection. You’ll manage a portfolio of B2B customer accounts while investigating payment discrepancies and removing barriers to successful collections. The position combines analytical problem-solving, reconciliation, customer communication, and cross-functional collaboration. You’ll work closely with Finance, Billing, Sales, Customer Success, and Support teams to resolve issues efficiently. Your work will directly contribute to healthy cash flow, stronger customer relationships, and more efficient payment processes. This is an individual contributor role in a fast-paced, remote-first SaaS environment where ownership and continuous improvement are highly valued.

Manage a portfolio of customer accounts and proactively drive timely collection of outstanding receivables.
Investigate and resolve complex accounts receivable issues, including unapplied cash, short payments, disputed invoices, billing discrepancies, purchase order issues, and reconciliation items.
Research unapplied customer payments by reviewing remittances, invoices, contracts, customer communications, and payment histories.
Take ownership of issues from initial identification through resolution, maintaining timely follow-up with customers and internal stakeholders.
Negotiate payment commitments while maintaining professional and productive customer relationships.
Accurately document collection activity, account updates, and customer communications in NetSuite and related systems.
Partner with Billing, Revenue, Customer Success, Sales, Support, and Finance teams to resolve payment issues and remove obstacles preventing invoice settlement.
Escalate high-risk accounts appropriately and recommend practical solutions based on account circumstances and available information.
Analyze aging trends, unapplied cash, and recurring collection issues to identify root causes and opportunities for improvement.
Recommend initiatives that improve collection efficiency, reduce recurring payment issues, and strengthen cash application processes.
Help maintain standardized collection procedures, documentation, and workflows while supporting broader process improvement initiatives.

Requirements

~1 min read

Bachelor’s degree in Accounting, Finance, Business, or a related field, or equivalent professional experience.
7+ years of progressive B2B accounts receivable and commercial collections experience.
Demonstrated ability to independently research, analyze, reconcile, and resolve complex accounts receivable issues.
Strong analytical and reconciliation skills, with the ability to identify root causes behind payment discrepancies.
Excellent written and verbal communication skills, with confidence interacting with both customers and internal stakeholders.
Proven ability to manage multiple priorities simultaneously while maintaining accuracy in a fast-paced environment.
Strong organizational skills and exceptional attention to detail.
Self-motivated approach with a strong sense of ownership, accountability, urgency, and follow-through.
SaaS or subscription business experience is preferred.
Experience with NetSuite and Salesforce is preferred.
Experience collaborating across Finance, Accounting, Customer Success, Sales, Support, and Operations teams is preferred.
Experience mentoring junior or offshore team members is a plus.
Strong customer relationship skills, responsiveness, and a continuous-improvement mindset.