Accounts Receivable Specialist

SOCi, Inc.

. Manage the shared billing inbox and respond to inquiries within established SLAs .

Posted 9/30/2026full-timeRemote • CanadaJuniorMid-Level💰 CA$55,000 - CA$75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Accounts Receivable and Billing processes, with a strong focus on customer relationship management and compliance with financial regulations. Proficient in utilizing tools like NetSuite and Excel to manage billing inquiries, invoicing, and account reconciliations effectively.

Highest-signal resume keywords

Accounts Receivable ManagementNetSuite ExperienceAdvanced Excel ProficiencyBilling Best PracticesCustomer Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Accounts ReceivableBillingInvoicingPayment ProcessingData ReconciliationVendor Portal ManagementSales Tax Exemption ManagementDunning AutomationAging ReportsSubscription-Based Service Contracts

Soft Skills

Organizational SkillsAttention to DetailEffective CommunicationIntegrityCollaboration

Tools & Technologies

NetSuiteTesorioMaxioSalesforce (SFDC)AvalaraExcel

Industry Keywords

SaaS EnvironmentBilling ComplianceFinancial RegulationsPayment PlatformsVendor Management

Tech Stack

Tools & technologies

SFDC

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

2+ years of experience in Accounts Receivable, Billing, or related finance role
Experience with NetSuite, Tesorio, Maxio, Salesforce (SFDC), and Avalara preferred
Familiarity with subscription-based service contracts
Advanced proficiency with Excel including complex formulas, LOOKUP functions, PivotTables, and SUMIF
Experience with vendor portals and payment platforms
Strong organizational skills with excellent attention to detail
Effective written and verbal communication abilities
Understanding of basic accounting principles and billing best practices
Basic knowledge of AI tools with willingness to adopt for process efficiency
Ability to handle sensitive information with integrity and confidentiality
Comfortable in a fast-paced, collaborative SaaS environment

Benefits

Comp & perks

Health insurance plans, dental, and vision
Wellness incentives
401(k) plan with employer match
Flexible paid time off
Quarterly wellness days
Paid holidays
Unique employee engagement programs
Empowering Career Growth and Success