Who We Are: SOCi is the leader in AI-powered marketing solutions for multi-location businesses. With its proprietary Genius AI™ and suite of Genius Agents™, SOCi provides a first-of-its-kind, AI-powered digital workforce capable of handling the workload of 1,000 local marketers™, empowering brands to achieve unmatched digital visibility, strengthen customer engagement, and scale faster than ever before. SOCi is the leader in AI-powered marketing solutions for multi-location businesses.

With its proprietary Genius AI™ and suite of Genius Agents™, SOCi provides a first-of-its-kind, AI-powered digital workforce capable of handling the workload of 1,000 local marketers™, empowering brands to achieve unmatched digital visibility, strengthen customer engagement, and scale faster than ever before. SOCi is recognized by Fast Company as one of the World's Most Innovative Companies, and is trusted by nearly 1,000 top brands—including Ford, Ace Hardware, Kumon, Liberty Tax, and more—to automate and optimize local marketing tasks across all locations. 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.

This role requires a customer centric and proactive communicator with strong attention to detail and the ability to manage multiple priorities efficiently. 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.

Customer

Communication & Support 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. Build and maintain strong working relationships with customers and internal teams.

Customer

Setup & Billing Maintenance Coordinate customer billing setup, ensuring compliance with formatting and platform requirements. Maintain up-to-date billing contacts to ensure accurate invoice delivery. Collect and upload sales tax exemption certificates.

Invoice

Management & Collections 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. 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.

Payment

Application & Reconciliation 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. Provide monthly updates on high-priority accounts for senior leadership review. Complete additional tasks and special projects as assigned. 2+ years of experience in Accounts Receivable, Billing, or related finance role ~ Experience with NetSuite, Tesorio, Maxio, Salesforce (SFDC), and Avalara preferred. ~ Advanced proficiency with Excel including complex formulas, LOOKUP functions PivotTables, and SUMIF. ~ Understanding basic accounting principles and billing best practices. ~ SOCi expects to pay a base salary in the range of 55,000 CAD- 75,000 CAD base salary.

Within the range, individual pay is determined by factors such as job-related skills, experience, and relevant education or training.

Comprehensive Perks

Package (full-time permanent, non-contract roles only) ~ Health insurance plans, dental, and vision ~ Flexible Work Environment (full-time, non-contract roles only) Flexible paid time off Paid holidays Our passionate team of SOCialites work from home around the globe! We are a fast-paced, agile environment where thought leadership and input are encouraged. If you are looking for a place where you can come and make a difference in the way enterprise organizations utilize social technology, then SOCi is for you.

📌 Accounts Receivable Credit & Collections Specialist (Ottawa)
🏢 SOCi.ai
📍 Ottawa