What are the responsibilities and job description for the Accounts Receivable Specialist position at Prosites Inc?
Our Company
We manage the online marketing and web visibility for over 15,000 professional firms. Recognized six years in a row as one of America’s Fastest-Growing Private Companies by Inc. Magazine, ProSites is the premier online marketing solutions for doctors, dentists, lawyers and financial professionals nationwide – think of us as a next generation ad agency with 15,000 clients.
Working at ProSites
The people are passionate about their work and are driven by innovation. Each and every day we strive for excellence. Our work environment is equal parts casual and professional. We’re serious about our business and delivering the best service to our members, but we also make it a priority to keep things fun and exciting. Join the ProSites team, where innovation is the goal, hard work is expected, and creativity is rewarded.
Job Summary
As an Accounts Receivable Specialist, you will perform accounts receivable close activities, contribute to drive external and internal customer service quality, and accounts receivable process efficiencies while working with key stakeholders, support initiatives, and participate in process improvements in a fast-paced environment. This position requires you to be a hands-on person who is flexible, solutions-oriented and works well under pressure.
Responsibilities:
- Lead the Day-1 billing and collection activities and preparation leading up to the batch events.
- Run and post daily Journal Runs and Bill Runs in Zuora
- Apply cash receipts received directly to the bank account or via external payment method to Practice Solutions and Industry Solutions client account and prepare any related journal entries ( ie. wire charges)
- Export Partner/Consolidator billing from Zuora for larger/complex partners. Pull detailed reports from Tableau. Manipulate reports according to customer requirements and send the invoicing to the respective Partner/Consolidator. Provide recommendations to BI analyst for report improvement.
- Initiate and monitor high volume customer collection activities with high aptitude and drive, effectively communicating with customers to meet and exceed established collection targets
- Lead monthly accounts receivable accounting close procedures in Zuora, including preparation or review of journal entries, and reconciliations as it relates to Accounts Receivable.
- Partner cross-functionally with Retention, Customer Service, Sales, Finance and IT departments to resolve accounts receivable matters
- Review debit and credit memos
- Reconcile Merchant and Virtual terminal payments with accounts receivable records
- Maintain and ensure ARR, Billing, and Accounts Receivable accuracy across our internal systems
- Ability to negotiate payment terms to reduce outstanding receivables and follow process to suspend delinquent accounts.
- Work closely with Retention team, follow up on assigned cases and managing the Accounting Queue’s in Salesforce.
- Process billing related forms and requests from internal and external sources, promoting a paperless environment.
- Review Partner/Consolidator contracts to ensure proper pricing is applied to invoicing in Zuora.
- Resolve invoice disputes and other billing inquiries from customers
- Support accounts receivable related system implementations and perform or review user acceptance testing
- Prepare schedules to support external audit and internal team deliverables
- Perform accounts receivable analytics and trends for month end and quarterly reporting
- Assist with special projects and ad hoc requests as needed
- Identify and collaborate on solutions for accounts receivable process deficiencies and a streamlined process between the ERP and CRM.
- Partner with cross-functional business partners and third parties to implement best practices, automation, and continuous process improvements
Requirements:
- Bachelor’s degree in Accounting or Finance or equivalent
- Minimum 4 years
- Experience with close processes, journal entry preparation, and account reconciliations
- Critical thinker with a risk-based approach mindset and strong problem-solving skills
- Ability to build relationships across multiple functions and implement new processes
- Strong organizational skills with the ability to manage competing priorities and execute with accuracy and efficiency
- Intermediate to advanced Excel skills required
- Proficiency in Microsoft Office tools
- Experience with Zuora and Salesforce are required
- Experience with Tableau, NetSuite, SageIntacct a plus
- Experience with high technology clients in the Software and/or SaaS space a requirement
- Merchant credit card billing experience required
Benefits:
- Excellent compensation and benefits package
- Generous vacation and paid holidays
- Medical, dental, life, and vision plans
- 401(k) plan