Prepare monthly account summaries, breakdowns, and analyses for assigned portfolios Compile and provide invoice copies, credits, and unapplied payment details Prepare and reconcile accounts, unapplied credit balances, and credit notes Contact overdue accounts and strategic customers to collect outstanding balances Communicate with clients regarding collections issues, payment inquiries, and invoicing Update and maintain accurate customer files and documentation Recognize billing issues through research and regular reconciliation Coordinate monthly pre-authorized payments with customers and the Payments team Participate in customer and internal partner conference calls supporting recovery of past-due invoices Collaborate with sales, customer success, and finance teams to resolve payment and billing issues Investigate and resolve complex or escalated accounts receivable issues Participate in AR Escalations processes and support departmental goals Generate and analyze accounts receivable reports, identify trends, and provide management insights Report on key performance indicators and elevate issues requiring attention Report to the Team Leader, Accounts Receivable Requirements
Must possess a high level of moral judgment for handling confidential information and monetary transactions Strong diplomatic, negotiation and conflict resolution skills in order to handle late payment discussions Effective attention to detail and high degree of accuracy managing reconciliations Strong analytical skills and ability to identify patterns, trends, and root causes of accounts receivable issues Excellent written and verbal communication skills,
with the ability to effectively engage with stakeholders at all levels of the organization Must be a team player and have the ability to effectively work within a strong cross functional setting Detail-oriented with a high degree of accuracy in data analysis and reporting Proven ability to work independently and prioritize multiple tasks in a challenging environment Sound analytical thinking, planning, prioritizing and execution skills Excellent computer skills with a strong working knowledge in Microsoft Word and Excel AI fluency with Microsoft Copilot, or other AI tools Demonstrated commitment to PointClickCare’s core values: People, Passion, and Performance Knowledge of healthcare billing and reimbursement processes is a plus Core Competencies
Demonstrates strong analytical skills and attention to detail in managing accounts receivable, including reconciliation and reporting. Proficient in communication and collaboration with cross-functional teams to resolve billing issues and support recovery efforts. Highest-signal resume keywords
Accounts Receivable Management Data Analysis and Reporting Conflict Resolution Skills Microsoft Excel Proficiency Healthcare Billing Knowledge Hard Skills