Accts Receivable Specialist

Confidential; San Antonio (TX); On-site; USD 42,000 - 56,000; Full time

Job summary

Confidential in San Antonio, TX is seeking an Accounts Receivable Specialist to optimize cash flow and manage client payment relationships.

You will post payments, generate invoices, reconcile accounts, and collaborate with sales and customer service to resolve discrepancies. Attention to detail and strong communication are essential.

Previous experience with QuickBooks or SAGE is preferred; the role requires 1–3 years in AR, billing, or collections.

Qualifications

• 1 to 3 years of experience in Accounts Receivable, Billing, or Collections.
• Comfort making outbound collection calls and resolving payment issues professionally.
• Hands-on experience with accounting software and data entry.
• Intermediate Excel skills for filtering data and basic formulas.
• Strong written and verbal communication with a customer-focused attitude.
• High attention to detail and ability to stay organized.

Responsibilities

• Review the AR aging report weekly and follow up on past-due balances by phone and email.
• Post daily incoming payments and apply cash to the correct accounts.
• Generate and send invoices and monthly statements to clients.
• Research and resolve basic billing discrepancies with sales and customer service teams.
• Maintain up-to-date customer account notes and financial records in our accounting software.
• Assist the accounting team with clerical tasks, basic reporting, and audit prep.

Skills

Accounts Receivable

Billing

Collections

Phone outreach

Excel basics

Communication skills

Data entry

Attention to detail

Education

High School Diploma or GED

Associate degree or accounting coursework

Tools

QuickBooks

SAGE

Job description

Job Description

Job Description

In this role, you will be key to optimizing cash flow, managing customer payment relationships, resolving complex billing discrepancies, and driving collections efforts. If you are a proactive problem solver with strong negotiation skills and sharp attention to detail, we want you on our team!

Key Responsibilities

• Customer Collections & Outreach: Review the AR aging report weekly and perform routine follow-up via phone and email on past-due balances to secure payments.
• Payment Processing: Accurately post daily incoming customer payments (checks, credit cards, ACH, wires) and apply cash to correct accounts.
• Invoicing & Statements: Generate and send timely invoices and monthly account statements to clients.
• Account Reconciliation: Research and resolve basic billing discrepancies, short payments, and unapplied cash with help from sales and customer service teams.
• Record Keeping: Maintain up-to-date customer account notes, contact details, and financial records in our accounting software.
• Team Collaboration: Assist the accounting team with general clerical tasks, basic reporting, and audit preparation as needed.

Qualifications

• 1 to 3 years of experience in Accounts Receivable, Billing, or Collections.
• Comfort making outbound collection calls and working with customers to resolve payment issues professionally.
• Hands-on experience with accounting software (QuickBooks, SAGE, or similar ERP) and data entry.
• Intermediate Microsoft Excel skills (ability to navigate spreadsheets, filter data, and run basic formulas).
• Strong written and verbal communication skills with a customer-focused attitude.
• High attention to detail and ability to stay organized while managing daily routines.
• High School Diploma or GED required; Associate's degree or accounting coursework is a plus.