Recurring Revenue Collections Specialist

SMB Team

. Prepare, review, and process recurring and one-time customer invoices.

Posted 9/24/2026full-timeRemote • United StatesJuniorMid-Level💰 $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in billing and collections processes, with proficiency in QuickBooks Online and HubSpot for managing customer records and subscription billing. Strong analytical skills in Excel or Google Sheets for data reconciliation and reporting.

Highest-signal resume keywords

QuickBooks Online ProficiencyHubSpot ExperienceAccounts Receivable ManagementBilling Discrepancy InvestigationSubscription Billing Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Billing ProcessingAccounts ReceivablePayment ApplicationGeneral Ledger AccountingData ReconciliationExcel SkillsGoogle Sheets SkillsProrated BillingRevenue AllocationMonth-End Close Support

Soft Skills

Strong Communication SkillsProblem-SolvingAttention to DetailTime ManagementCustomer Service Orientation

Tools & Technologies

QuickBooks OnlineHubSpotExcelGoogle SheetsSubscription Billing Platforms

Certifications & Qualifications

Associate’s Degree in AccountingBachelor’s Degree in FinanceBachelor’s Degree in Business

Industry Keywords

Recurring RevenueSaaSBilling AccuracyCustomer InvoicingAccounts Receivable Aging

About the role

Key responsibilities & impact

Prepare, review, and process recurring and one-time customer invoices.
Maintain customer billing information, payment terms, subscription details, and billing schedules in QuickBooks Online and HubSpot.
Review contracts, pricing, and customer changes to ensure billing accuracy.
Process upgrades, downgrades, add-ons, cancellations, discounts, credits, and prorated charges.
Track MRR changes and reconcile subscription activity to billing records.
Investigate and resolve billing discrepancies, missing invoices, duplicate charges, and incorrect pricing.
Monitor accounts receivable aging and conduct collection activity.
Contact customers regarding outstanding balances, invoice questions, and payments.
Record collection attempts, disputes, payment commitments, and follow-up dates.
Investigate failed payments, short payments, unapplied cash, and account discrepancies.
Apply payments and credits to the correct invoices and accounts.
Manage billing and collections tickets and provide clear explanations of charges and balances.
Allocate invoice line items to revenue accounts and reporting categories.
Support accounts receivable reconciliations, general ledger activities, journal-entry documentation, and month-end close.
Prepare reports on billing volume, AR aging, collections, disputes, and ticket activity.
Reconcile customer and subscription information between HubSpot and QuickBooks Online.
Support MRR reporting and distinguish MRR from invoiced amounts, cash collections, and recognized revenue.
Use spreadsheets to compare datasets and reconcile balances.
Document procedures and recommend workflow, control, and automation improvements.

Requirements

What you’ll need

At least two years of experience in billing, collections, accounts receivable, or a closely related accounting role.
Experience supporting a subscription, recurring revenue, or similarly high-volume billing environment.
Hands-on proficiency with QuickBooks Online.
Experience using HubSpot to maintain customer records and track customer activity or workflows.
Strong Excel or Google Sheets skills, including pivot tables, lookup functions, filtering, and reconciliation of large datasets.
Working knowledge of accounts receivable, payment application, account reconciliations, and basic general ledger accounting.
Experience managing customer requests through a ticketing system or structured service queue.
Ability to process frequent account changes accurately while managing competing deadlines.
Strong written and verbal communication skills, including the ability to handle sensitive collection conversations professionally.
Demonstrated ability to investigate discrepancies, document findings, and follow issues through resolution.
Experience in a SaaS or other MRR-based business preferred.
Familiarity with subscription billing platforms, payment processors, and integrations between CRM and accounting systems preferred.
Experience with prorated billing, mid-cycle upgrades, credits, and complex customer billing arrangements preferred.
Exposure to deferred revenue, revenue allocation, and month-end close support preferred.
Associate’s or bachelor’s degree in accounting, finance, business, or a related field, or equivalent practical experience preferred.

Benefits

Comp & perks

Equal Opportunity Employer
Opportunities extended on an equal basis regardless of race, color, gender, age, national origin, religion, citizenship status, marital status, sexual orientation, gender identity, transgender status, physical or mental disability, protected veteran status, genetic information, pregnancy, or other legally protected categories