The Role
Manage accounts receivable billing data and customer payment access. Contact customers about declined payments and enrollment in autopay, support autopay setup, process check payments, provide W-9s, update billing records, handle assigned billing cases, and perform collections as needed while maintaining confidentiality.
Summary Generated by Built In
Job Summary & Responsibilities
The Accounts Receivable Operations Specialist oversees the accuracy of all CRM billing information and verifies customer access to the payment portal.
- Contact customers regarding declined card payments
- Support auto-payment setup with the Implementation team prior to first invoicing
- Conduct outreach to customers not enrolled in auto-pay
- Provide W-9 documentation during customer setup
- Manage assigned cases, including billing email address updates
- Perform collections on delinquent accounts as needed
- Maintain confidentiality of sensitive customer and financial information
- Adapt to evolving responsibilities as the role and company grow
- Own and maintain all Salesforce billing and contract data
- Apply check payments daily
- Maintains confidentiality of work-related issues, records, and company information
- Performing administrative and clerical tasks, such as data entry, filing paperwork, and contacting clients to discuss their accounts
- Generating reports and statements for internal use
- Engaging in ongoing educational opportunities to update job knowledge
Skills Required
- Maintain confidentiality of sensitive customer and financial information
- Contact customers regarding declined card payments
- Support auto-payment setup with the Implementation team prior to first invoicing
- Conduct outreach to customers not enrolled in auto-pay
- Provide W-9 documentation during customer setup
- Manage assigned cases, including billing email address updates
- Perform collections on delinquent accounts as needed
- Own and maintain all Salesforce billing and contract data
- Apply check payments daily
- Perform administrative and clerical tasks (data entry, filing paperwork, contacting clients)
- Generate reports and statements for internal use
- Engage in ongoing educational opportunities to update job knowledge
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The Company
