Accounts Receivable Specialist

YPO

. Manage day-to-day accounts receivable activities, including transfer, posting, and reconciliation of member invoices and payment data across Salesforce, Certinia, Cvent, and related systems .

Posted 9/26/2026full-timeRemote • United StatesMid-LevelSenior💰 $58,000 - $73,900 per yearWebsite

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

Manage day-to-day accounts receivable activities, including transfer, posting, and reconciliation of member invoices and payment data across Salesforce, Certinia, Cvent, and related systems
Research and resolve unidentified or misapplied wires, ACH payments, checks, and credit card transactions
Manage Lifetime Dues receivables, including installment monitoring, delinquency follow-up, account reconciliation, and membership conversions
Respond to and resolve AR inquiries from members and internal stakeholders through Salesforce Service Console, email, and other channels
Review and process member refunds with Accounts Payable
Perform monthly AR close activities, reconcile AR aging to the general ledger, prepare supporting schedules, and investigate variances
Monitor past-due accounts and perform collection follow-up
Research and resolve member credit card disputes and payment issues
Partner with General Ledger and Accounts Payable teams on reconciliation items, refunds, and other AR transactions
Prepare and process miscellaneous invoices with appropriate documentation and accounting treatment
Coordinate annual membership renewal billing, including system testing, invoicing accuracy, and Salesforce product configuration
Prepare and post AR-related journal entries
Improve AR processes, documentation, controls, and system workflows
Support annual audits and prepare AR-related documentation and responses
Work with IT and Finance partners to resolve system issues affecting receivables and financial data integrity
Support Finance leadership with special projects and AR initiatives
Ensure compliance with YPO financial policies, procedures, accounting requirements, and internal controls

Requirements

What you’ll need

4+ years of progressive accounts receivable, accounting, or related finance experience
Proficiency with Microsoft Excel and other Microsoft Office applications
Experience with ERP and CRM systems; Salesforce and Certinia experience preferred but not required
Strong working knowledge of accounts receivable processes and related accounting concepts
Strong reconciliation and analytical skills
High degree of accuracy, attention to detail, and commitment to appropriate controls and documentation
Strong systems aptitude across ERP, CRM, event registration, and payment platforms
Ability to identify process issues and recommend practical improvements
Strong organizational and prioritization skills
Ability to maintain confidentiality and exercise discretion with financial and member information
Associate’s degree or higher in Accounting, Finance, or a related field preferred
Ability to work for extended hours at a computer screen
Willingness and ability to travel domestically and internationally without restrictions, approximately 1–2 times a year

Benefits

Comp & perks

Performance-based bonus opportunities
Remote work flexibility
Comprehensive rewards package built around wellbeing and growth
Flexible and/or extended hours as needed to accommodate members and team members in multiple time zones
Willingness and ability to travel domestically and internationally approximately 1–2 times a year