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 billingThe 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 flowManage the shared billing inbox, assigning and responding to inquiries within established SLAsAddress questions from internal and external customers regarding billing, contracts, payments, and escalationsActively monitor Slack channels and respond or acknowledge messages promptlyBuild and maintain strong working relationships with customers and internal teamsCoordinate customer billing setup, ensuring compliance with formatting and platform requirementsComplete vendor forms and portal setups, including payment of applicable membership feesMaintain up-to-date billing contacts to ensure accurate invoice deliveryCollect and upload sales tax exemption certificatesSubmit invoices to customer portals weekly, bi-weekly, or monthly in required formatsProactively manage assigned AR portfolio, following up on outstanding invoices via phone and emailIdentify and escalated payment issues before they become delinquentMaintain accurate collection notes and support resolution in line with internal policiesPrepare aging reports, flag at-risk accounts,



and process escalations as neededTimely and efficient collections of assigned portfolio of accountsApply payments, credit memos, and rebills; reconcile accounts and identify and correct any discrepanciesManage overpayments and communicate with cancelled customers for refund informationMonitor customer cancellations and ensure updates are made promptlyOversee the dunning automation process for assigned accountsAssist in quarterly bad debt reserves and write-off activitiesProvide monthly updates on high-priority accounts for senior leadership reviewAttend and actively participate in team meetings and 1:1s with the AR ManagerComplete additional tasks and special projects as assignedThis role requires a customer centric and proactive communicator with solid 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, collaborative SaaS environment

📌 Accounts Receivable Specialist (Ottawa)
🏢 SOCi
📍 Ottawa