Additional Info
Need Help?
Call Us at
833-788-3766
Operating Hours
Monday - Friday
8AM - 5PM PST
YOUR MISSION
The Accounts Receivable (AR) Specialist is responsible for managing incoming payments, maintaining accurate customer account records, and ensuring timely collection of outstanding balances.
Key Responsibilities
Invoicing & Billing
- Create, review, and issue customer invoices in NetSuite, ensuring accuracy of pricing, quantities, tax treatment, and customer terms
- Verify invoices are properly supported by sales orders, contracts, or delivery documentation prior to release
- Manage recurring invoices and billing schedules in NetSuite as applicable
- Ensure invoices are delivered to customers according to agreed-upon methods (email, portal, EDI, etc.)
Cash Application & Payment Processing
- Apply customer payments accurately and promptly in NetSuite
- Match payments to open invoices and resolve unapplied or short-paid transactions
- Process customer refunds and credit memos in NetSuite as approved
- Maintain accurate cash receipts records and support daily or weekly cash reconciliation
- Reconcile customer accounts to ensure accuracy and completeness of AR records
- Investigate and resolve billing discrepancies, credit balances, and unapplied cash
- Prepare and distribute AR reports from NetSuite, including aging, collections status, and customer balances
- Support month-end close activities related to accounts receivable, including reconciliations and journal entry support
Collections & Account Management
- Monitor accounts receivable aging reports in NetSuite and proactively follow up on past-due balances
- Communicate professionally with customers regarding payment status, invoice questions, and discrepancies
- Document collection activity, customer communications, and dispute status directly in NetSuite
- Escalate delinquent accounts in accordance with company credit and collections policies
NetSuite Administration & Data Integrity
- Maintain accurate customer master data in NetSuite, including billing contacts, payment terms, and tax settings
- Ensure AR transactions are properly coded and aligned with company accounting policies
- Assist with NetSuite testing, enhancements, and process improvements related to AR workflows
- Follow internal controls and documentation standards to ensure audit readiness
Cross-Functional Collaboration
- Work closely with Sales Support and Customer Service teams to resolve billing issues and prevent future discrepancies
- Coordinate with Accounting and Finance leadership to support cash flow forecasting and reporting
- Participate in continuous improvement efforts to streamline AR processes and reduce days sales outstanding (DSO)
Qualifications
· High school diploma or equivalent required; Bachelor’s degree in accounting or finance preferred
· 1–3 years of accounts receivable or general accounting experience preferred
· Strong attention to detail and organizational skills
· Proficiency with accounting software and Microsoft Excel
· Clear written and verbal communication skills
· Ability to manage multiple tasks and meet deadlines
Working Conditions
- Office environment with periodic exposure to a warehouse environment
- This position may be required to lift objects weighing up to 25 pounds without assistance
- The sound level is quiet and typical of a small office environment
- A cubicle or individual desk space, ergonomic chair, and computer hardware are provided