SOCi - Accounts Receivable Specialist

Remote - Toronto, Canada (Remote); Vancouver, Canada (Remote)$39k - $39k3w ago

Remote Mid NA Health Insurance Insurance Accounts Payable Specialist Operations Manager Accounts Receivable Salesforce Team Leadership Excel Slack

Requirements

• 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 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. • SOCi expects to pay a base salary in the range of 55,000 CAD- 75,000 CAD base salary. Within the range, individual pay is determined by factors such as job-related skills, experience, and relevant education or training. • What SOCi Provides to You • Comprehensive Benefits Package (full-time permanent, non-contract roles only) • (full-time permanent, non-contract roles only) • Health insurance plans, dental, and vision • Wellness incentives • 401(k) plan with employer match • Flexible Work Environment (full-time, non-contract roles only) • (full-time, non-contract roles only) • Flexible paid time off • Quarterly wellness days • Unique employee engagement programs • Empowering Career Growth and Success • What’s Important at SOCi • Led by a team of industry experts, SOCi is leading the pack in agentic marketing for multi-location brands. Our passionate team of SOCialites work from home around the globe!Our collaborative, dynamic culture allows our teams to work cross-functionally and optimize productivity. We are a fast-paced, agile environment where thought leadership and input are encouraged. If you are looking for a place where you can come and make a difference in the way enterprise organizations utilize social technology, then SOCi is for you. Visit soci.ai for more information.

Responsibilities

• Customer Communication & Support • Manage the shared billing inbox, assigning and responding to inquiries within established SLAs. • Address questions from internal and external customers regarding billing, contracts, payments, and escalations. • Actively monitor Slack channels and respond or acknowledge messages promptly. • Build and maintain strong working relationships with customers and internal teams. Customer Setup & Billing Maintenance • Customer Setup & Billing Maintenance • Coordinate customer billing setup, ensuring compliance with formatting and platform requirements. • Complete vendor forms and portal setups, including payment of applicable membership fees. • Maintain up-to-date billing contacts to ensure accurate invoice delivery. • Collect and upload sales tax exemption certificates. • Invoice Management & Collections • Submit invoices to customer portals weekly, bi-weekly, or monthly in required formats. • Proactively manage assigned AR portfolio, following up on outstanding invoices via phone and email. • Identify and escalate payment issues before they become delinquent. • Maintain accurate collection notes and support resolution in line with internal policies. • Prepare aging reports, flag at-risk accounts, and process escalations as needed. • Timely and efficient collections of assigned portfolio of accounts. • Payment Application & Reconciliation • Manage overpayments and communicate with cancelled customers for refund information. • Process Oversight & Reporting • Monitor customer cancellations and ensure updates are made promptly. • Oversee the dunning automation process for assigned accounts. • Assist in quarterly bad debt reserves and write-off activities. • Provide monthly updates on high-priority accounts for senior leadership review. Team Collaboration & Engagement • Team Collaboration & Engagement • Attend and actively participate in team meetings and 1:1s with the AR Manager. • Complete additional tasks and special projects as assigned.