Accounts Payable and Receivable Management: Handling day-to-day operations of accounts payable and receivable, including processing invoices, monitoring payments, and managing collections.
Managing Renewals Pipeline: Tracking existing maintenance or service contracts, forecasting upcoming renewals, and ensuring a seamless renewal process.
Customer Engagement: Interacting with customers via phone and email to discuss contract terms, address objections, and maintain strong relationships to drive loyalty and retention.
Data Analysis and Reporting: Utilizing data to identify renewal risks, generate reports, and use CRM platforms (like Salesforce) to ensure accurate sales forecasting and workflow streamlining.
Process Improvement: Identifying opportunities to streamline financial and renewal processes, assisting in the development and implementation of new policies and procedures, and contributing to efficiency initiatives.

Bachelor’s degree in Finance, Accounting, Business Administration, or related field (or equivalent experience).
0–2 years of experience in Finance operations, Renewals, Billing, or Sales Operations (SaaS or subscription business preferred).
Strong analytical, organizational, and problem-solving skills.
Salesforce, Stripe, Quickbooks experience is a plus.
Excellent communication skills and customer-oriented mindset.
High attention to detail and ability to manage multiple timelines simultaneously.

Corporate Accounting and Renewals Associate

Key skills