Accounts Receivable, AR Assistant

Role Overview

• Manage outbound payment follow-ups, client communication, denial analysis, and CRM documentation
• Make outbound calls to clients to follow up on outstanding invoices and support timely payment collection
• Send email follow-ups regarding open invoices and required next steps
• Communicate clearly with clients regarding denial reasons, outstanding balances, and payment arrangements
• Analyze denial reasons provided by clients and determine appropriate next steps to resolve payment issues
• Use negotiation skills to encourage timely payments or establish payment plans
• Maintain detailed records of all client communication and account updates within the CRM system
• Use Salesforce or a similar CRM platform to track receivable status, payment follow-ups, and account communication
• Follow up consistently to ensure clients meet payment obligations
• Prepare personalized communication that acknowledges client cooperation and encourages continued responsiveness

Requirements

• 1 to 3 years of experience in accounts receivable, collections, or related financial follow-up roles
• Experience working with CRM platforms, preferably Salesforce
• Strong written and verbal communication skills with confidence handling payment conversations professionally
• Strong analytical ability to understand denial reasons and identify next actions
• Negotiation skills to support dispute resolution and payment collection
• Ability to manage multiple accounts and maintain accurate documentation
• Persistent, detail-oriented, and proactive in resolving payment issues
• Strong problem-solving mindset and ability to work toward collection targets consistently

Benefits

• Opportunity to strengthen accounts receivable expertise
• Gain hands-on experience in collections, negotiation, and CRM-driven process execution