Accounts Receivable Specialist

SOCi; Canada; On-site; CAD 55,000 - 75,000; Full time

Job summary

SOCi is seeking an AR Specialist in Canada to manage the full accounts receivable lifecycle, respond to inquiries, and ensure timely, accurate billing for a fast-paced SaaS environment.

Collaborate with Customer Success, Sales, and Finance to maintain strong cash flow, handle invoice delivery, and oversee aging and collections with a detail-oriented approach.

Qualifications

• 2+ years in Accounts Receivable, Billing, or related finance role.
• Experience with subscription-based contracts and billing platforms.
• Strong Excel skills, including lookup and PivotTables.
• Experience with vendor portals and payment platforms is a plus.

Responsibilities

• Manage end-to-end AR process and respond to customer inquiries.
• Collaborate with Customer Success, Sales and Finance to ensure accurate billing.
• Submit invoices to customer portals and monitor aging reports.
• Prepare aging reports, flag at-risk accounts, and process escalations.
• Oversee dunning automation, collect payments, and handle refunds as needed.

Skills

Accounts Receivable

Billing

Cross-functional collaboration

Attention to detail

Effective communication

Education

2+ years in AR/Billing or related finance role

Tools

NetSuite

Tesorio

Maxio

Salesforce

Avalara

Excel

Job description

• 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, collaborative SaaS environment