Accounts Receivable Specialist

Role Overview

• Manage supplier setup and ongoing administration in Coupa and similar procurement platforms (Ariba, Jaggaer, etc.).
• Complete supplier registrations, tax documentation (W-9/W-8), banking information, compliance forms, certificates of insurance, and related requirements.
• Maintain accurate vendor master data and monitor portal notifications, rejections, and required updates.
• Create, submit, and track customer invoices through Coupa and other procurement portals.
• Manage PO and non-PO invoicing, PO flips, supporting documentation, and invoice exception resolution.
• Monitor invoice status through the full payment lifecycle and coordinate approval routing as needed.
• Manage accounts receivable aging and collections activities.
• Conduct customer follow-ups regarding outstanding invoices and payment status.
• Reconcile remittances, short payments, credits, and disputed invoices.
• Maintain accurate documentation of collection efforts and customer communications.
• Serve as the primary point of contact for customer Accounts Payable teams.
• Collaborate with internal Sales, Customer Success, Operations, and Delivery teams to obtain approvals and supporting documentation.
• Resolve billing discrepancies and payment issues efficiently.
• Develop and maintain SOPs, checklists, and documentation for portal submissions and invoicing processes.
• Track and report key metrics including aging, collections progress, invoice cycle times, and exception rates.
• Identify opportunities to improve invoicing accuracy, payment turnaround times, and collections performance.

Requirements

• 2–5+ years of experience in Accounts Receivable, Finance Operations, Billing, or Vendor Management.
• Required: Hands-on experience using Coupa procurement software, including supplier registration, purchase order workflows, invoicing, and exception management.
• Experience with B2B invoicing and customer procurement portals.
• Strong organizational skills with exceptional attention to detail.
• Proficiency in Microsoft Excel and/or Google Sheets.
• Experience with accounting systems such as QuickBooks, NetSuite, or Xero is a plus.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.