Accounts Receivable Specialist

Posted 7 Days Ago
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Indianapolis, IN, USA
In-Office
Junior
Professional Services • Security
The Role
Contact customers about open invoices via phone, email and portal; research and resolve billing questions; reconcile high-volume accounts; assist with cash application (Sage Intacct cross-training); coordinate with operations and finance teams; maintain regular customer contact and complete other assigned accounting duties. Onsite role in Indianapolis.
Summary Generated by Built In

ROLE OVERVIEW

We are looking for an Accounts Receivable Specialist to work out of our Indianapolis office. The ideal candidate will be responsible for contacting customers via phone, email, customer portal and other methods. This role must be able to use critical thinking to help customers work through their questions regarding billing and service. This team member will work with multiple departments within the company to facilitate communication, collaboration with CertaSite leadership, fellow Finance team members, and other support agents. This role is fast-paced and demanding with high visibility within the company. This role reports to the Accounting Manager.

COMPANY PERKS

  • Education & Certification reimbursement program
  • Referral bonuses starting at $1,000 per referral
  • Comprehensive medical plan options, including dental and vision
  • 401K plan with company match
  • Generous paid time off, paid holidays, and paid parental leave
  • Management opportunities
  • Company giveaways
  • Opportunities for community service and charity involvement
  • Work at a mission-driven company, focused on people
  • Continued growth and expansion into new markets and products and services

WHAT YOU WILL BE DOING

  • Making phone calls, sending emails and communicating with customers on open invoices due to CertaSite
  • Research customer questions to help resolve issues and secure payment of invoices.
  • Communicate with operations team members, both locally and at branch locations across the Midwest to provide answers and feedback regarding customer communications.
  • Cross-train in operating various systems to update customer records and provide customers with necessary information regarding invoices.
  • Reconcile high dollar, high volume customer accounts between billings, payments and adjustments.
  • Cross-train in Sage Intacct to aid in Cash Application as needed.
  • Maintain minimum customer contacts on a daily/weekly/monthly basis.
  • This position is onsite in our Corporate Office. Must be willing to make a daily commute.
  • Other duties and projects as assigned.

QUALIFICATIONS

  • 2 or more years relevant Accounts Receivable/Collections experience in a fast-paced work environment.
  • Excellent communication skills to follow through and follow up on open items.
  • Strong attention to detail and accuracy.
  • Well-organized.
  • Ability to work under pressure to meet deadlines.
  • Good math/numerical ability to analyze customer billings.
  • Proficient in Word and Outlook.
  • Strong Excel Skills (Pivot tables and V-lookups knowledge a plus)
  • Sage Intacct experience not required, but a plus.

Who are we?

CertaSite is a fast-growing fire protection and life safety company. Fire and life safety is our passion. It’s all we think about. We leverage our hard-earned expertise to give people peace of mind, confidence, and more time to pursue their core businesses. Since 2018, we have grown from four to 18 markets while serving more than 30,000 customers throughout the Midwest.

As we grow and expand into new markets, we are building a team that loves what they do and has fun doing it. If you are looking to be challenged every day, for an opportunity to make a meaningful impact, and to grow with a mission- and people-driven company focused on the customer, we hope you will consider this amazing opportunity.

Our Mission: To provide a meaningful impact to as many lives as possible.

Our Vision: To be the most dependable and simplified life safety solution on the planet.

Our Values:

  • Passionate – We are on a relentless pursuit to be great, not just good enough. And we have fun doing it.
  • Impactful – Our work makes a real difference in the world. We literally save lives, but that’s just the beginning.
  • Innovative – We believe there is always a better way. We don’t stop until we find it.
  • Genuine – We do what we say, and we mean it. We are authentic and dependable.

WORKING CONDITIONS & PHYSICAL REQUIREMENTS: Overtime hours may be required at month end and as requested, controlled climate, office environment, occasional work from home options, required to sit for long periods of time, 8 or more hours per day, frequently required to use monitor, keyboard, mouse and phone

Equal Employment Opportunity/M/F/disability/protected veteran status

Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Skills Required

  • 2 or more years relevant Accounts Receivable/Collections experience in a fast-paced work environment
  • Excellent communication skills to follow through and follow up on open items
  • Strong attention to detail and accuracy
  • Well-organized
  • Ability to work under pressure to meet deadlines
  • Good math/numerical ability to analyze customer billings
  • Proficient in Microsoft Word and Microsoft Outlook
  • Strong Microsoft Excel skills
  • Pivot tables and V-lookups knowledge
  • Sage Intacct experience
  • Position is onsite in Indianapolis corporate office; must be willing to make a daily commute
  • Authorized to work for any employer in the U.S.; employer cannot sponsor visas
Am I A Good Fit?
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The Company
234 Employees

What We Do

CertaSite is a commercial fire protection and life safety company that partners with facility managers and chief compliance officers to keep people and properties safe. They provide design, installation, inspection, and maintenance of fire safety systems, ensuring regulatory compliance and safety through a technology-based platform. Serving multiple markets across the Midwest, they focus on professionalism and simplified management of life safety programs.

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