[Remote] Accounts Receivable Specialist servicing Canada

Note: The job is a remote job and is open to candidates in USA. Actionstep is a pioneer in the development and sale of software-as-a-service (SaaS) products, specializing in Legal Practice Management and Accounting software. The Accounts Receivable Specialist will focus on managing invoices and outstanding payments, ensuring timely financial data capture, and recovering debts professionally while balancing relationship management with collection practices.ResponsibilitiesMonitor AR aging reports and proactively follow up on overdue balancesImplement structured strategies to manage aged debt and minimise debt exposureMaintain regular contact with customers via phone and email, including issuing reminder notices for outstanding balancesSecure payment commitments and accurately document all collection activity in financial systemsIdentify high-risk or delinquent accounts and escalate appropriatelyAssess severely overdue accounts and provide recommendations regarding bad debt write-offs in line with policyWork cross-functionally with Customer Success to manage at-risk accounts while maintaining a strong customer experienceIdentify billing discrepancies or disputes impacting paymentInvestigate customer issues in partnership with the Billing Specialist and internal stakeholdersProcess approved credit notes in accordance with company policyTrack dispute resolution progress to ensure timely recovery of outstanding amountsManage and resolve issues identified during customer contact to remove barriers to paymentTake ownership of end-to-end receipting of customer payments across all entitiesAllocate incoming payments accurately against customer accountsReconcile customer accounts and resolve unapplied or misapplied cashSupport month-end AR reconciliations in partnership with the Revenue AccountantManage the shared accounts inbox, responding to customer and internal queries promptly and efficientlyCapture all relevant information in financial systems to maintain accurate recordsProvide clear, professional communication to both external customers and internal stakeholdersProvide aging summaries and collection forecasts aligned to revenue targetsHighlight trends in delayed payments and emerging credit risksContribute insights to improve DSO and reduce aged receivablesAssisting with continuous improvement of systems, controls and working practicesDeveloping and maintaining an awareness of applicable tax regulations across all entitiesLiaising closely with the sales and support teamUndertaking any other reasonable duties as requiredBuilding and maintaining strong working relationships with all internal and external parties ensuring transparent, proactive and effective communication alwaysAttending and proactively contributing to customer, partner and internal meetings with the view to add value in a constructive mannerSkillsExperience in Accounts Receivable or similar roleExcellent customer service skills, with a polite, tactful, and firm mannerConfidence, professionalism, and perseveranceStrong Microsoft Excel skillsExcellent written and verbal communication skills, both face to face and over the phoneConfident, approachable, and professional mannerResilience and drive to deliver brilliant serviceQuestioning approach and use of own initiativeExcellent attention to detailAbility to manage their own workload, prioritise and work well under pressureBachelor's degree in Finance, Accounting, Business Administration, or related fieldExperience in NetSuiteBenefitsRobust medical, dental, vision offerings401K with company matchFlexible working and PTOTake your birthday offFrequent team building eventsFantastic training and development opportunitiesCompany OverviewActionstep is a legal practice management software to organize legal work, drive collaboration, and simplify admin. It was founded in 2004, and is headquartered in Richmond, Virginia, USA, with a workforce of 201-500 employees. Its website is https://www.actionstep.com.



Apply Now