AR & Collections Specialist — Billing & Cash Apps

Beewise; San Ramon (CA); On-site; USD 41,000 - 52,000; Full time

Benefits offered by this job

Health insurance

401k with employer match

Paid time off

Job summary

Beewise is seeking an Accounts Receivable and Collections Specialist to own our order-to-cash process from invoicing to payment. You will bill accurately, apply cash correctly, and monitor collections to protect cash flow while maintaining strong customer relationships.

In this role, you’ll work closely with Sales and Operations, automate invoicing workflows, and use AI-assisted tools to speed cash matching. Office-based in San Ramon, CA with seasonal peak activity.

Qualifications

• 3+ years of accounts receivable, billing, or collections experience in a B2B environment.
• Hands-on experience with NetSuite or a comparable ERP.
• Working knowledge of month-end close, AR reconciliation, and sales tax on invoices.
• Proven results reducing past-due balances and DSO.
• Confident, professional communicator with invoice payment conversations.
• Advanced Excel skills with lookups, pivot tables, aging analysis.
• Experience automating manual steps using system workflows, integrations, or AI tools.

Responsibilities

• Prepare and send accurate customer invoices based on signed contracts and deployment schedules.
• Set up and maintain customer accounts, billing terms, and contract details in NetSuite.
• Apply sales tax to invoices and maintain exemption certificates.
• Prepare credit memos and billing adjustments for Director of Finance approval.
• Record and apply customer payments across ACH, wire, check, and card.
• Resolve unapplied cash, short payments, and overpayments.
• Reconcile AR subledger to GL and support month-end close.
• Manage collections from reminders through escalation, preserving customer relationships.
• Monitor aging and prioritize follow-up by balance, risk, and customer relationship.
• Resolve billing disputes with Sales and Operations to prevent recurrence.
• Review new customer credit applications and recommend terms.
• Produce weekly AR aging, collections status, and cash forecast inputs.
• Track DSO and collection effectiveness, flag trends and at-risk accounts.

Skills

Accounts receivable

Billing

Collections

Excel skills

Education

Associate's degree in accounting

Bachelor's degree in accounting/finance/business

Tools

NetSuite

Job description

Beewise is seeking an Accounts Receivable and Collections Specialist to own our order-to-cash process from invoicing to payment. You will bill accurately, apply cash correctly, and monitor collections to protect cash flow while maintaining strong customer relationships.

In this role, you’ll work closely with Sales and Operations, automate invoicing workflows, and use AI-assisted tools to speed cash matching. Office-based in San Ramon, CA with seasonal peak activity.