The AR Specialist is responsible for managing the full scope of the accounts receivable process, including responding to customer inquiries, overseeing invoice delivery, monitoring account portfolio for timely payment, and supporting customer onboarding related to billing
The AR Specialist will collaborate cross functionally with Customer Success, Sales, and internal Finance teams to ensure a seamless and accurate billing and collection process, ensuring strong cash flow
Manage the shared billing inbox, assigning and responding to inquiries within established SLAs
Address questions from internal and external customers regarding billing, contracts, payments, and escalations
Actively monitor Slack channels and respond or acknowledge messages promptly
Build and maintain strong working relationships with customers and internal teams
Coordinate customer billing setup, ensuring compliance with formatting and platform requirements
Complete vendor forms and portal setups, including payment of applicable membership fees
Maintain up-to-date billing contacts to ensure accurate invoice delivery
Collect and upload sales tax exemption certificates
Submit invoices to customer portals weekly, bi-weekly, or monthly in required formats
Proactively manage assigned AR portfolio, following up on outstanding invoices via phone and email
Identify and escalated payment issues before they become delinquent
Maintain accurate collection notes and support resolution in line with internal policies
Prepare aging reports, flag at-risk accounts, and process escalations as needed




Timely and efficient collections of assigned portfolio of accounts
Apply payments, credit memos, and rebills; reconcile accounts and identify and correct any discrepancies
Manage overpayments and communicate with cancelled customers for refund information
Monitor customer cancellations and ensure updates are made promptly
Oversee the dunning automation process for assigned accounts
Assist in quarterly bad debt reserves and write-off activities
Provide monthly updates on high-priority accounts for senior leadership review
Attend and actively participate in team meetings and 1:1s with the AR Manager
Complete additional tasks and special projects as assigned
This role requires a customer centric and proactive communicator with strong attention to detail and the ability to manage multiple priorities efficiently2+ years of experience in Accounts Receivable, Billing, or related finance roleExperience with NetSuite, Tesorio, Maxio, Salesforce (SFDC), and Avalara preferredFamiliarity with subscription-based service contractsAdvanced proficiency with Excel including complex formulas, LOOKUP functions PivotTables, and SUMIFExperience with Vendor portals and payment platformsStrong organizational skills with excellent attention to detailEffective written and verbal communication abilitiesUnderstanding basic accounting principles and billing best practicesBasic knowledge of AI tools with willingness to adopt for process efficiencyAbility to handle sensitive information with integrity and confidentialityComfortable in a fast-paced, cooperative SaaS environment

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📌 Accounts Receivable Specialist (Manitoba)
🏢 SOCi
📍 Manitoba