AR Specialist - IN OFFICE - Plano - $63k

Optimize Search Group; Plano (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

Optimize Search Group in Plano, TX seeks an Accounts Receivable Specialist or Senior AR Specialist to manage invoicing, collections, and cash flow. You will balance transactional tasks with proactive customer follow-up while maintaining accurate account records.

The role requires 2–3+ years in AR, experience with B2B invoicing, outbound collections, and ERP systems (Oracle NetSuite, SAP). Ideally you have a background in a larger organization and strong communication and organizational skills.

Qualifications

• 2–3+ years in AR or related accounting and invoicing.
• Experience with B2B invoicing and active collections.
• Experience with outbound collection calls.
• ERP experience (Oracle NetSuite, Oracle ERP, SAP).
• Experience in midmarket or larger organizations.

Responsibilities

• Prepare, review, and process customer invoices accurately and timely.
• Manage AR process from invoicing through payment collection.
• Conduct proactive B2B collections via outbound calls and follow-ups.
• Contact customers on past-due balances and resolve payment discrepancies.
• Research billing issues, short payments, unapplied cash, and discrepancies.
• Maintain accurate customer account records and document collection activities.
• Collaborate with internal departments to resolve invoicing disputes.
• Monitor aging reports and prioritize collections efforts.
• Support improvements to AR processes and reporting.

Skills

Accounts receivable

Communication skills

Detail oriented

Time management

Education

Bachelor's degree in Accounting/Finance or related field

Tools

Oracle NetSuite

Oracle ERP

SAP

Job description

We are seeking a detail-oriented and results-driven Accounts Receivable Specialist or Senior Accounts Receivable Specialist to join our growing accounting team. This individual will play an integral role in managing the company's accounts receivable operations, ensuring timely and accurate customer invoicing, maintaining strong customer relationships, and proactively driving collections to support healthy cash flow.

The ideal candidate has hands-on experience in both invoicing and business-to-business (B2B) collections, including regular outbound phone communication with customers regarding outstanding balances. This is a hands-on role that requires someone who is comfortable balancing transactional responsibilities with proactive follow-up and account management.

Key Responsibilities

• Prepare, review, and process customer invoices accurately and in a timely manner.
• Manage the accounts receivable process from invoice generation through payment collection.
• Conduct proactive B2B collections through consistent outbound phone calls and written follow-ups.
• Contact customers regarding past-due balances, resolve payment discrepancies, and work toward timely account resolution.
• Research and investigate billing issues, short payments, unapplied cash, and account discrepancies.
• Maintain accurate customer account records and document collection activities and communication.
• Partner with internal departments to resolve invoicing disputes and address customer payment concerns.
• Monitor aging reports, identify delinquent accounts, and prioritize collection efforts accordingly.
• Support ongoing improvements to accounts receivable processes, reporting, and overall operational efficiency.

Qualifications & Experience

• 2–3+ years of consistent, in-office professional experience in an accounts receivable or related accounting position.
• Demonstrated experience handling both customer invoicing and active B2B phone collections.
• Comfortable making outbound collection calls and communicating directly with business customers regarding outstanding receivables.
• Prior experience working within an established ERP environment, preferably Oracle NetSuite, Oracle Enterprise, or SAP.
• Experience with larger-scale ERP systems is highly preferred, particularly within complex or established accounting environments.
• Background working for a midmarket or larger organization, ideally with $100M+ in annual revenue.
• Strong attention to detail, organizational skills, and the ability to manage competing priorities.
• Effective verbal and written communication skills, particularly when working with customers and internal stakeholders.
• Ability to work independently, exercise sound judgment, and take ownership of assigned accounts and collection activities.

Education

• Bachelor's degree in Accounting, Finance, Business, or a related field is preferred but not required.
• Relevant professional experience may be considered in lieu of formal education.

Ideal Candidate Profile

The ideal candidate is proactive, persistent, and comfortable having direct conversations with customers about outstanding balances. They understand that accounts receivable extends beyond simply generating invoices and are capable of taking ownership of the collection process, following up consistently, and helping maintain positive customer relationships while driving timely payments.

Experience in a larger, structured corporate accounting environment is particularly valuable, as the individual will need to navigate established processes, systems, and workflows.