AR & Credit Specialist

Socket.dev; San Clemente (CA); On-site; USD 75,000 - 105,000; Part time

Job summary

Sonance / Dana Innovations in San Clemente, CA is seeking an experienced AR, credit and accounts receivable consultant for a temporary engagement up to 3 months. The role is hands-on and requires integrating into our finance and operations team to support day-to-day AR activities.

You will manage customer AR aging, conduct collections, evaluate credit risk, and assist with month-end close, reconciliations, and process improvements in a fast-moving environment.

Qualifications

• 5+ years of Accounts Receivable, Credit, Collections, or Order-to-Cash experience.
• Demonstrated experience managing customer aging portfolios.
• Strong account reconciliation skills.
• Experience making credit decisions and releasing orders.
• Proficiency with ERP systems and Microsoft Excel.
• Excellent communication and customer service skills.
• Ability to work independently and prioritize multiple responsibilities with minimal direction.
• Manufacturing, distribution, or wholesale industry experience preferred.

Responsibilities

• AR Operations & Collections: Manage customer accounts and aging portfolios.
• Conduct collection activities via phone and email outreach.
• Monitor past-due balances and recommend collection strategies.
• Process credit applications and customer account setups.

Skills

Accounts Receivable

Credit

Collections

Order-to-Cash

ERP systems

Microsoft Excel

Communication

Tools

ERP software

Microsoft Excel

Job description

AR & Credit Operations Consultant

Temporary Engagement • Up to 3 Months • Consultant / Contract

Sonance / Dana Innovations • San Clemente, CA

About the Engagement

Sonance is seeking an experienced Credit & Accounts Receivable professional to support day-to-day AR operations on a temporary consulting basis. This is a hands‑on, roll‑up‑your‑sleeves engagement that sits within our current finance and operations structure.

As a consultant in this role, you will integrate directly into our team — not as a bystander, but as an active contributor. You will help maintain business continuity, identify gaps, and bring a fresh, objective perspective to our AR and credit processes. We value adaptability, a collaborative mindset, and the ability to add immediate, tangible value in a fast‑moving environment.

The ideal candidates are comfortable with ambiguity, able to context‑switch fluidly across priorities, and experienced enough to make sound, independent judgments while keeping leadership informed.

Key Responsibilities

Day‑to‑day responsibilities may include any combination of the following, and are subject to change based on business needs:

AR Operations & Collections

• Manage customer accounts and accounts receivable aging portfolios
• Conduct collection activities via phone and email outreach
• Monitor past‑due balances and recommend collection strategies
• Process credit applications and customer account setups

Account Reconciliation & Dispute Resolution

• Perform account reconciliations and resolve payment discrepancies
• Investigate and resolve disputed invoices
• Support cash application and payment research as needed

Credit & Order Management

• Review and evaluate customer credit risk
• Release and hold customer orders based on established credit protocols

Collaboration & Continuous Improvement

• Partner with sales, customer service, and accounting teams to resolve issues
• Assist with month‑end close activities related to AR
• Maintain accurate customer records and documentation
• Identify opportunities to improve AR and credit processes — and help implement them

Engagement Terms

Duration: Up to 3 months from start date

Type: Temporary / Consulting Contract

Full‑Time Conversion: Not guaranteed. At Sonance’s sole discretion, if applicable.

Reporting: May vary; you may report to multiple individuals during the engagement

Location: San Clemente, CA

Requirements

Qualifications

• 5+ years of Accounts Receivable, Credit, Collections, or Order‑to‑Cash experience
• Demonstrated experience managing customer aging portfolios
• Strong account reconciliation skills
• Experience making credit decisions and releasing orders
• Proficiency with ERP systems and Microsoft Excel
• Excellent communication and customer service skills
• Ability to work independently and prioritize multiple responsibilities with minimal direction
• Manufacturing, distribution, or wholesale industry experience preferred

What We’re Looking For

• This engagement is not a passive support role. We are looking for professionals who:
• Bring a consultative mindset — you assess situations, ask the right questions, and act
• Are flexible and agile — you can shift direction when the business needs it
• Collaborate well across teams and reporting structures
• Take ownership of their work product and communicate proactively