Accounts Receivable Specialist - SaaS Tech for Legal Firms. - 19772

RecruitmentRevolution.com; Toronto; On-site; CAD 58,000 - 68,000; Full time

Job summary

A leading SaaS business located in Toronto is seeking an Accounts Receivable Specialist to manage invoices and outstanding payments, ensuring financial stability. The role requires excellent customer service skills, strong Excel knowledge, and the ability to build relationships. The position offers a competitive salary and great benefits including flexible working and unlimited leave.

Benefits

Flexible working

Unlimited leave

Competitive salary

RRSP Contribution Matching

Private medical, dental and life insurance

Socials, lunches and team-building events

Qualifications

• Experience in Accounts Receivable or similar role.
• Excellent customer service skills.
• Strong Microsoft Excel skills.

Responsibilities

• Manage invoices and outstanding payments.
• Contact customers for overdue payments.
• Prepare consolidated monthly billing spreadsheets.

Skills

Accounts Receivable

Customer Service

Relationship Building

Team Collaboration

Microsoft Excel

Education

Bachelor's degree in Finance, Accounting, Business Administration, or related field

Tools

NetSuite

Job description

Overview

Are you a detail-oriented finance professional with a knack for customer service and relationship building?

Do you thrive in a dynamic, fast-paced environment where collaboration and innovation are at the heart of everything?

We may have a market-leading SaaS solution BUT what sets us apart is our people. Our team is world class. If you’re an ‘A player’, we’re ready for you!

The Role at a Glance :

Accounts Receivable Specialist

Toronto, Canada

58,000 - $68,000 CAD

Plus Great Benefits & Perks

Reporting to : Controller

Permanent - Full Time

Company : Comprehensive legal business management platform for midsize law firms. Pedigree : Fast growing, dynamic SaaS business with a global customer base and team.

Values : Walk in our Customers' Shoes. One Team, Our Community. Step Up & Take IT On.

Do it Right. Dare to be Different.

Your Background / Skills : Accounts Receivable, Customer Service, Relationship Building, Team Collaboration, Microsoft Excel.

We’re Actionstep. Hey!

Actionstep is a pioneer in the development and sale of software-as-a-service (SaaS) products, specializing in the delivery of Legal Practice Management software. We are a fast growing, dynamic business with a global customer base and team. Originally headquartered in Auckland, New Zealand, with team members in the United Kingdom, United States, Canada and Australia, we are dedicated to helping thousands of lawyers worldwide run highly successful legal practices.

We are committed to innovation and excellence, and are seeking an Accounts Receivable Specialist to join our team.

Where you fit in

As Accounts Receivable Specialist, you will focus on the management of invoices and outstanding payments, ensuring that financial data is captured in a timely and accurate manner and that outstanding debts are recovered promptly, effectively, and professionally.

Your role sits at the heart of our finance team ensuring the financial stability and profitability of the company by effectively managing and collecting outstanding receivables, minimising bad debts, and maintaining strong customer relationships while playing a critical part in the cash flow management and overall financial health of the organisation.

What a Typical Day Might Look Like

• Working on aged debt and implementing strategies to manage overdue payments
• Maintaining regular contact with customers, sending reminder letters, and proactively contacting to follow up on outstanding balances
• Managing the accounts inbox, dealing with all queries, and capturing all relevant information in financial systems
• Responding to the clients and internal stakeholders resolving their queries promptly
• Taking ownership of end-to-end account receivable activities including receiving customer payments for all entities
• Preparing consolidated monthly billing spreadsheet to support specific accounts
• Investigating disputes / customer issues and processing credit notes as required
• Managing and resolving issues that are identified during contact with the customers to ensure prompt collection of outstanding amounts
• Assessing delinquent customer accounts and working on bad debts to be written off
• Building and maintaining strong working relationships with all internal and external parties
• Actively looking to build your own career through delivery of self and assisted professional development initiatives.

What you need to be successful

Essential Skills and Experience :

• Experience in Accounts Receivable or similar role
• Excellent customer service skills, with a polite, tactful, and firm manner
• Confidence, professionalism, and perseverance
• Strong Microsoft Excel skills
• Excellent written and verbal communication skills, both face to face and over the phone
• Confident, approachable, and professional manner
• Resilience and drive to deliver brilliant service
• Questioning approach and use of your own initiative
• Excellent attention to detail
• Ability to manage your own workload, prioritise and work well under pressure

Desirable :

• Bachelor's degree in Finance, Accounting, Business Administration, or related field
• Experience in NetSuite

Personal Skills, Attributes & Behavioural Competencies :

• Ability to work in both team and individual capacities
• Ability to manage multiple streams of work effectively
• Ability to manage your daily workload through best practice time management techniques
• Great communication and interpersonal skills
• Passionate about teamwork and collaboration

What we offer in return

• Flexible working
• Unlimited leave
• Competitive salary
• RRSP Contribution Matching
• Private medical, dental and life insurance (coming soon)
• Socials, lunches and team-building events
• Relaxed and friendly team who genuinely care about and trust one another
• Fantastic training and development opportunities

Sounds like a good fit? Apply here for a fast-track path to our leadership team.

Application notice... We take your privacy seriously. As you might expect you may be contacted by email, text or telephone. Your data is processed by our talent partner RR (Recruitment Revolution) on the basis of their legitimate interests in fulfilling the recruitment process. Please refer to their Data Privacy Policy & Notice on their website for further details.