SOCi, Inc.

Accounts Receivable

• Manage the shared billing inbox and respond to inquiries within established SLAs
• Address internal and external customer questions regarding billing, contracts, payments, and escalations
• Monitor Slack channels and respond or acknowledge messages promptly
• Build and maintain relationships with customers and internal teams
• Coordinate customer billing setup and ensure compliance with formatting and platform requirements
• Complete vendor forms and portal setups
• Maintain billing contacts and collect/upload sales tax exemption certificates
• Submit invoices to customer portals in required formats
• Manage the assigned accounts receivable portfolio and follow up on outstanding invoices by phone and email
• Identify and escalate payment issues
• Maintain collection notes, prepare aging reports, flag at-risk accounts, and process escalations
• Apply payments, credit memos, and rebills; reconcile accounts and correct discrepancies
• Manage overpayments and communicate with cancelled customers regarding refund information
• Monitor cancellations and update records promptly
• Oversee the dunning automation process
• Assist with quarterly bad debt reserves and write-offs
• Provide monthly updates on high-priority accounts for senior leadership
• Attend team meetings and 1:1s with the AR Manager
• Complete additional tasks and special projects as assigned

Accounts Receivable Specialist

Recruitment

• Partner with business leaders to execute recruiting strategies for proactive sourcing, recruiting, and interviewing for current and future needs
• Manage full lifecycle recruiting, including sourcing, screening, and scheduling candidates throughout the recruitment process
• Liaise between candidates, hiring managers, and HR business partners, providing guidance and communication through interview, offer, and hiring processes
• Build and maintain relationships with hiring managers to understand team needs, priorities, and long-term goals
• Influence leaders using incumbent performance data and external talent pool data to create robust pipelines of ideal candidates
• Advise hiring managers on talent acquisition best practices
• Evaluate complex issues, develop logical conclusions, and make recommendations using an analytical and problem-solving mindset
• Provide individual support and training to the recruiting team as needed, ensuring process steps are executed correctly
• Manage and track job approval workflows, ensuring timely movement and clear communication
• Adapt job descriptions as necessary and perform other assigned duties

Talent Acquisition Partner

Account Executive

• Leverage industry experience and relationships to retain and grow revenue within a portfolio of property management companies
• Maintain relationships with high-level decision-makers, champions, users, and influencers within property management marketing teams
• Allocate approximately 30% of time to client retention and growth and 70% to prospecting new accounts
• Meet or exceed quarterly revenue and pipeline creation goals, with a minimum 3X pipeline
• Maintain outbound activity levels defined by leadership
• Understand client KPIs and help clients maximize value from the SOCi platform
• Collaborate with SDR, CS, and support teams to deliver superior service and resolve issues
• Use Clari and Salesforce to track and report account performance, renewal forecasts, and sales pipeline
• Provide weekly updates and forecasts to senior leadership through Clari and weekly one-on-ones
• Stay current on new company technologies and services

Property Account Executive

Revenue Operations

• Own the day-to-day management of the Revenue Operations request queue
• Review, triage, prioritize, assign, and manage incoming cases through resolution
• Monitor queue health, aging, volume, and resolution times
• Identify recurring requests and opportunities for process improvement, automation, documentation, or enablement
• Serve as a Revenue Operations point of contact and operational partner for Customer Success
• Translate business requirements into scalable processes, reporting, and system improvements
• Support Salesforce and other Revenue Operations tool changes and enhancements
• Coordinate Customer Success enablement alignment for operational changes
• Document and standardize Customer Success operational processes
• Support testing and quality assurance for system, workflow, and process changes
• Manage the end-to-end customer cancellation and offboarding process
• Coordinate cancellations across Customer Success, Implementation/Offboarding, Billing, Finance, and other stakeholders
• Perform quality assurance and resolve discrepancies affecting offboarding, billing, reporting, or revenue data
• Analyze cancellation trends and surface operational insights
• Develop and maintain Salesforce reports and dashboards for Sales, Customer Success, Marketing, and Revenue Operations
• Provide Clari and CAP reporting to Customer Success leadership
• Build recurring and ad hoc reporting for leadership decision-making and operational reviews
• Investigate discrepancies across Salesforce and other revenue systems
• Establish consistent definitions and reporting methodologies for revenue and customer metrics
• Serve as a Salesforce reporting subject matter expert
• Build and maintain advanced Salesforce reports, dashboards, report types, filters, formulas, and related solutions
• Support CRM data quality initiatives and Salesforce enhancements
• Identify and implement process improvements, automation, self-service reporting, documentation, and enablement

Accounts Receivable Specialist

Talent Acquisition Partner

Property Account Executive

Revenue Operations Analyst