Accounts Receivable Clerk

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February 16

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CrewBloom

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B2B • SaaS • Recruitment

CrewBloom is a remote staffing agency dedicated to connecting businesses with top-tier remote talent across various industries. They streamline the hiring process by sourcing, screening, and onboarding qualified candidates tailored to the specific needs of their clients, ensuring a seamless integration into teams. With a focus on global talent acquisition, CrewBloom empowers companies to scale their operations efficiently while reducing costs and maintaining compliance with HR regulations.

201 - 500 employees

Founded 2016

🤝 B2B

☁️ SaaS

🎯 Recruiter

📋 Description

• Our client is looking for an Accounts Receivable Specialist who will be the main point of contact for finance-related questions from our clients. • The monthly collections process will be their responsibility which involves late fees, payment reminders, phone calls, managing portal closures, and sending clients to collections. • Make outbound calls to remind clients of outstanding invoices • Send emails through the Salesforce platform to clients for invoicing, and late fees, and to remind them of payments • Create and send out invoices on the first business day of the month • Answer 15-20 inbound calls per day to assist clients with billing inquiries • Respond to client’s email billing inquiries • Close cases assigned to the Finance Department • Process automatic payments for clients through Stripe • Manage the process to send a delinquent client to a collection agency • Scan checks and apply them to appropriate accounts in Salesforce • Monitor inbound ACHs and apply the amounts to the correct accounts in Salesforce • Close delinquent client’s portal access and reopen the portal once outstanding invoices are paid • Handle the deposits from clients through checks, ACHs, and running automatic payments • Encourage a direct and positive relationship between the community and the company.

🎯 Requirements

• Experience in a Finance or Billing Department preferred • Experience with Salesforce or other CRM preferred • Working knowledge of G-Suite and Microsoft Office products • Ability to maintain regular and punctual attendance; • Quickly learn new software and use systems accurately and a natural problem solver and are focused on creating solutions; • You work well independently but understand the importance of teamwork; • Strong verbal and written communication skills, including the ability to effectively facilitate and adjust communication styles to the audience. • Ability to be held accountable to the department and organizational numbers, data, and deadlines; • Ability to quickly pivot, be process-oriented, with high attention to detail; • Demonstrate and promote non-negotiable integrity and dignity of the individual in an environment of mutual trust and respect; • Exhibit a commitment to lifelong learning, encourage others to do so, and continue to grow technically and interpersonally to perform the job at the highest levels of competency; • Encourage a direct and positive relationship between the community and the company. • MUST be amenable to work in US Timezone • Sage Accounting software knowledge a plus

🏖️ Benefits

• Join Our Dynamic Team: Experience our fun, inclusive, innovative culture that values your unique contributions and supports your professional growth. • Embrace the Opportunities: Seize daily chances to learn, innovate, and excel. Make a real impact in your field. • Limitless Career Growth: Unlock a world of possibilities and resources to propel your career forward. • Fast-Paced Thrills: Thrive in a high-energy, engaging atmosphere. Embrace challenges and reap stimulating rewards. • Flexibility, Your Way: Embrace the freedom to work from home or any location of your choice. Create your ideal work environment. • Work-Life Balance at Its Best: Say goodbye to stressful commutes and hello to quality time with loved ones. Achieve a healthy work-life integration to perform at your best.