Make outbound calls to remind clients of outstanding invoices
Send emails through the Salesforce platform to clients for invoicing, and late fees, and to remind them of payments
Create and send out invoices on the first business day of the month
Answer 15-20 inbound calls per day to assist clients with billing inquiries
Respond to client’s email billing inquiries
Close cases assigned to the Finance Department
Process automatic payments for clients through Stripe
Manage the process to send a delinquent client to a collection agency
Scan checks and apply them to appropriate accounts in Salesforce
Monitor inbound ACHs and apply the amounts to the correct accounts in Salesforce
Close delinquent client’s portal access and reopen the portal once outstanding invoices are paid
Handle the deposits from clients through checks, ACHs, and running automatic payments
Encourage a direct and positive relationship between the community and the company.

Experience in a Finance or Billing Department preferred
Experience with Salesforce or other CRM preferred
Working knowledge of G-Suite and Microsoft Office products
Ability to maintain regular and punctual attendance;
Quickly learn new software and use systems accurately and a natural problem solver and are focused on creating solutions;
You work well independently but understand the importance of teamwork;
Strong verbal and written communication skills, including the ability to effectively facilitate and adjust communication styles to the audience.
Ability to be held accountable to the department and organizational numbers, data, and deadlines;
Ability to quickly pivot, be process-oriented, with high attention to detail;
Demonstrate and promote non-negotiable integrity and dignity of the individual in an environment of mutual trust and respect;
Exhibit a commitment to lifelong learning, encourage others to do so, and continue to grow technically and interpersonally to perform the job at the highest levels of competency;
Encourage a direct and positive relationship between the community and the company.
MUST be amenable to work in US Timezone
Sage Accounting software knowledge a plus

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Accounts Receivable Clerk

Key skills