Student Accounts Specialist

Remote; San Francisco (CA); On-site; USD 60,000 - 85,000; Full time

Job summary

Shorelight in Boston is seeking a Student Accounts Specialist to manage student account activities with accuracy and integrity. You will handle journal entries, reconciliations, and receivables analysis across NetSuite and Salesforce while supporting month-end close.

You'll collaborate with Campus Operations, Enrollment Services, and Recruitment, ensuring timely inquiries, refunds, and dispute resolutions, and contribute to process improvements and audit readiness.

Qualifications

• Bachelor's degree in business-related field required.
• Excellent Excel and MS Office proficiency.
• Detail oriented with strong organizational skills.
• Strong written and verbal English communication.
• Ability to collaborate with multiple teams.

Responsibilities

• Prepare and post journal entries, accruals, and reconciliations in NetSuite.
• Process student payments in Salesforce and reconcile balances with NetSuite.
• Review refund requests for eligibility and policy compliance.
• Provide timely customer service to Campus Operations and Enrollment Services.
• Support audit readiness and drive process improvements.

Skills

Excel

MS Office

English communication

Detail oriented

Teamwork

Customer service

Cross-functional communication

Education

Bachelor's degree in business-related field

Bachelor’s degree in accounting/finance

Tools

NetSuite

Salesforce

Job description

About Us

Shorelight is reinventing the international education experience for students worldwide. Based in Boston, the company works directly with top-ranked, nonprofit American universities to build innovative programs and high-touch, technology-driven services that help talented students thrive and become global citizens.

Job Overview

The Student Accounts Specialist supports the financial operations and integrity of student accounts across all partnerships, serving as the primary point of contact for student and campus account inquiries. The role combines hands‑on account servicing with staff‑level accounting responsibility — including month‑end close, reconciliation, and receivables analysis — and identifies opportunities to strengthen financial controls and operational efficiency. Reporting to the Sr. Manager Revenue Accounting, the Student Accounts Specialist is an analytical problem solver with strong attention to detail, sound financial judgment, and a service‑oriented approach to working with internal and external stakeholders.

Essential Functions

Accounting

• Prepare and post journal entries, accruals, and account reconciliations in NetSuite within close deadlines for specific student level transactions.
• Process student payments in Salesforce and reconcile student balances and cash receipts between Salesforce and NetSuite; research and resolve variances, maintain accurate account records, and accelerate unresolved items.
• Review refund requests for student eligibility and policy compliance; coordinate with Accounts Payable on refund and payment timing to ensure proper period recognition; partner with the Sr. Manager Revenue on refund analysis’ for the Executive Team.
• Support accounting team with providing excellent customer service to Campus Operations, Enrollment Services, and Recruitment teams through consistent, courteous, and timely communication regarding account/payment status, inquiries, refund requests, and disputes
• Assist with corporate audit readiness and other projects as assigned
• Help to improve internal processes, systems, and procedures

Security

• Comply with Shorelight Written Information Security Policy, and all other Shorelight Information Security Policies and Procedures
• Take responsibility for any Shorelight assets assigned to you
• Promptly report any security events, incidents, or weaknesses to Shorelight Security

Minimum Qualifications

• Ability to work overlapping hours with a US‑based team (minimum 4 hours overlapping with US Eastern business hours)
• Bachelor's degree in business‑related field
• Proven expertise using Microsoft Office products, primarily Excel
• Detail oriented, with exceptional organization and communication skills
• Ability to work both independently and as part of a team
• Ability to communicate effectively with all levels in the company
• Customer service focused, with demonstrated ability to communicate courteously and timely
• Strong written and verbal English communication skills

Preferred Qualifications

• Bachelor’s degree in accounting and/or Finance, experience working in accounting or finance team
• Experience with a CRM system such as Salesforce
• Experience working with accounting software such as NetSuite
• Experience working successfully with non‑native English speakers

Background Check Required--Education, Criminal, Identity

Shorelight is an Equal Opportunity Employer.