Key skills
SaaSCommunicationRemote Work
About this role
Role Overview
- Monitor aging reports and proactively follow up on past-due accounts
- Communicate with clients regarding outstanding balances in a professional and service oriented manner
- Document collection activity and customer communications
- Escalate high risk accounts to VP, Finance as needed
- Apply customer payments (ACH, check, credit card, wire) accurately and timely
- Run monthly credit card payments for customers and apply to their accounts
- Transfer payments through automated process from QuickBooks to ConnectWise
- Reconcile customer accounts and resolve discrepancies
- Investigate short payments, misapplied payments, and disputes
- Maintain clean AR aging and accurate financial records
- Respond to billing inquiries and resolve invoice disputes
- Work closely with account managers and project coordinators on billing questions
- Assist with contract updates, renewals, and billing adjustments
- Maintain accurate customer financial records in PSA/accounting systems
- Provide AR status reporting and aging summaries
- Assist with financial documentation requests
- Prepare and maintain daily AR report for CEO
- Ensure adherence to company billing policies and controls
- Assist with the generation and distribution of monthly invoices on a scheduled billing cycle
- Transfer invoices through automated process from ConnectWise to QuickBooks ensuring accuracy and correcting any errors
- Validate the billing data in both ConnectWise and QuickBooks agree and research any discrepancies
Requirements
- Associate or Bachelor’s degree in Accounting, Finance, or related field, preferred
- 2-3 years of accounts receivable, billing, or collections experience
- Experience with recurring billing and contract-based invoicing
- Understanding of service agreements, subscriptions, and usage billing
- Strong attention to detail and organizational skills
- Professional written and verbal communication skills
- Proficiency in Excel and financial/accounting systems
- Ability to manage multiple priorities and deadlines
- Experience working in an IT services, SaaS, telecom, or MSP environment, preferred
- Experience with ConnectWise PSA tool and QuickBooks Online Accounting Software preferred
Benefits
- Health care benefits (medical, dental, and vision)
- Paid time off (and public holidays)
- 401(k) retirement plan
- Life insurance
- Hybrid or remote work environment