Senior Accounts Receivable Specialist

CREtelligent, Inc.; Gold River (CA); Hybrid; USD 43,000 - 53,000; Full time

Benefits offered by this job

401k & Roth retirement plan

PTO and paid holidays

Hybrid schedule - Gold River office

Health, dental, vision, life insurance

Job summary

CREtelligent, Inc. is seeking a senior Accounts Receivable professional to own a portfolio of complex, closing-tied receivables. You will manage escalations, coordinate with title, escrow, and client contacts, and drive end-to-end AR process improvements.

You will work in a role that blends traditional collections with strategic process design, leveraging advanced Excel, and AI-assisted tools like Claude to optimize outcomes. Hybrid work from Gold River, CA office.

Qualifications

• Full-cycle B2B accounts receivable and collections experience: 7+ years, or 5+ years when it includes a closings-driven industry background.
• Strongly preferred: CRE lending or due diligence, title or escrow, construction, or other industry with closings- or milestones-based receivables.
• A builder of systems: trackers, cadences, and reporting you designed and ran yourself.
• Concise, structured written and verbal communication; heavy client, title, and escrow coordination.
• A relationship-preserving collections style; accountability for AI-assisted output.
• Advanced Excel and strong reporting instincts; QuickBooks Online, HubSpot, or Salesforce exposure a plus.

Responsibilities

• Own collections for a portfolio of our most complex accounts: closing-tied receivables, escalations, and trouble accounts.
• Track deal and closing status, coordinate with title, escrow, and client contacts, and time follow-up to closing events rather than calendar dates.
• Keep collection status and next steps documented and current on every account; teams rely on status notes.
• Recommend third-party agency placement where warranted and track placed accounts: status, fees, and expected recovery.
• Drive department process projects end to end, from scoping through an operationalized process.
• Contribute to AR reporting (aging, DSO, coverage) with the AR Manager.
• Work inside our AI operating model: Claude handles recurring processes; you review and own output.

Skills

Accounts receivable

Client coordination

AI-assisted output

Excel & reporting

Communication

Relationship management

QuickBooks Online

HubSpot exposure

Salesforce exposure

Team leadership (senior)

Education

High School diploma

AA or BA/BS preferred

Tools

Claude

Excel

HubSpot

Salesforce

Job description

Job Details

Job Location: CREtelligent California - Gold River, CA 95670

Position Type: Full Time

Salary Range: $31.25 - $38.46

Hourly

Travel Percentage: None

We are CREtelligent.

What happens when you combine comprehensive property data sources, predictive analytics, cutting edge commercial real estate technology and a talented team ready to disrupt a multi-trillion-dollar industry? Put simply, you get CREtelligent.

We are innovators.

With a wide range of innovative end-to-end solutions, we are revolutionizing commercial real estate (CRE) due diligence to the financial, commercial real estate, and banking industries. Through our RADIUS platform, we deliver environmental site assessments, property condition assessments, valuations, zoning reports, and surveys to lenders, brokers, and investors across the country. We are private equity backed and growing, and our finance team runs an AI-native operating model: Claude handles much of the mechanical work so our people can focus on judgment, relationships, and exceptions.

Who We’re Looking For

Our receivables book is growing faster than our capacity to work it. This role is the second senior person in our AR function, working alongside our Accounts Receivable Manager with a direct book of our most complex receivables and ownership of department process projects.

This is not a standard net 30 collections seat. Most of our invoices are tied to commercial real estate transaction closings, so payment timing follows deal events rather than calendar terms. Managing the book well means tracking deal and closing status, coordinating with title, escrow, and client contacts, timing follow-up to events instead of dates, and keeping a high volume of open items organized. The right person treats collections as project management, and understands that in a professional services business, leverage lives at the front end of the lifecycle, before the work product is delivered. If you have collected in commercial real estate, title or escrow, lending, or construction, you will recognize this world immediately.

How You’ll Make an Impact

• Own collections for a portfolio of our most complex accounts: closing-tied receivables, escalations, and trouble accounts.
• Track deal and closing status, coordinate with title, escrow, and client contacts, and time follow-up to closing events rather than calendar dates.
• Keep collection status and next steps documented and current on every account; teams across the company rely on accurate, up-to-date status notes.
• Recommend third-party agency placement where warranted and track placed accounts: status, fees, and expected recovery against face value.
• Drive department process projects end to end, from scoping through a documented, operationalized process.
• Contribute to and sharpen AR reporting (aging, DSO, coverage) in partnership with the AR Manager.
• Work inside our AI operating model: every recurring process is documented and run through Claude, and you review, approve, elevate, and own the output.

Qualifications

• Full-cycle B2B accounts receivable and collections experience: 7+ years, or 5+ years when it includes a closings-driven industry background as described below; lead, senior, or supervisory experience strongly preferred.
• Strongly preferred: experience in commercial real estate, CRE lending or due diligence, title or escrow, construction, or another industry where receivables are tied to transaction closings or project milestones. Candidates who can clearly explain where collection leverage lives in a professional services business will stand out.
• A builder of systems: trackers, cadences, and reporting you designed and ran yourself, not just a queue you worked.
• Concise, structured written and verbal communication; this seat carries heavy client, title, and escrow coordination.
• A relationship-preserving collections style; our clients are repeat relationships and tone matters.
• Comfort being accountable for AI-assisted output; hands‑on experience with Claude or similar tools is a plus.
• Advanced Excel and strong reporting instincts; quick on new systems, with QuickBooks Online, HubSpot, or Salesforce exposure a plus.
• High School diploma required, AA or BA/BS preferred.

Why This Role

• A department mid-transformation with a real roadmap, separating judgment work from mechanical work, and you join on the judgment side.
• Real scope: a multimillion-dollar book of closing-tied receivables with escalation ownership.
• Work in one of the most AI-forward finance functions in the region and build skills most AR professionals will not touch for years.
• Direct exposure to the Controller and CFO in a growth-stage company.
• Hybrid schedule with a local Gold River office.

Benefits

At CREtelligent, we believe that working hard and working fast doesn’t have to come at the expense of a healthy work‑life balance. One of the greatest benefits of working at CREtelligent is that you will find yourself surrounded by incredible and intelligent people with a shared mission. On top of it all, we deliver the benefits you’d expect and beyond including:

Health And Wellness

What’s important to you and your family is important to us.

• We offer comprehensive extended health care coverage: medical, dental, vision, life insurance, disability insurance, medical transportation plan, critical illness insurance, pet insurance, legal insurance and more.
• We offer 401k and Roth Retirement Plans with employer contribution, when we profit you do too!
• Competitive compensation package: $31.25 to $38.46 an hour.
• Wellness, wellness, wellness is a major mantra at CREtelligent. We believe in the importance of supporting you to be the best version of YOU. You are OUR priority.

Paid Time Off

You will be part of our paid time off (PTO) program giving you up to 12 paid days off during your first full year of employment. You will also enjoy additional time off during our 12 recognized paid company holidays. Very simply put, we work hard and play hard so enjoy time off!

Fun

Off‑site adventures, unique traditions, monthly birthday celebrations, Lunch and Learns, and a relaxed office environment. Show up and be your wonderful self.

Flexibility

Having the ability to adjust your work schedule to meet both the needs of your team and those of your personal life is just as important to us as it is to you. This means most days you’ll work an 8 to 5 schedule in the office with your team; however, we get you have a family and life where you’ll need some flexibility, and you’ll have that with us. In short, we hire you as a professional and we’ll treat you like one.

Family

We believe in supporting strong family units from day one. This starts with supporting parents with paid maternity and paternity leave. As the primary caregiver to a newborn, we provide 12 weeks paid leave plus another 4 weeks of part‑time paid transition time to support your return. As the supporting caregiver, we provide 6 weeks of paid leave. As part of the CREtelligent team, your health and happiness are directly connected to that of your families, we get this and make it a priority.

Community Outreach Volunteer Time Off

We provide all full‑time employees with a half day of paid volunteer time off. Volunteering and supporting our local communities is an important part of our culture, meaning we put our money where our mouth is to support you in making a difference in your local community.

Office Fuel

We’re an environment that cares about your well‑being. We provide healthy (and fun) snacks, drinks, coffee, and the doughnut or two to sweeten things up.

Communication and Professional Development

• To stay connected we hold monthly all team huddles and quarterly all hands meetings to celebrate milestones, share updates, and welcome new hires.
• Our managers hold regular employee one on one sessions to support your goal achievement and personal development. Frequent opportunities for professional development are provided, be it lunch and learns, webinars or out of the office events.
• We are a growing firm with a national footprint ready to support your career advancement. Your professional development and career progression is important to us, when you learn and grow, so do we.

The pay range for this role is $31.25 to $38.46 per hour, approximately $65,000 to $80,000 annualized at full time, posted in accordance with California pay transparency requirements. This is a non‑exempt position eligible for overtime. Final compensation depends on experience and qualifications.

CREtelligent provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.