Accounts Receivable Specialist
Core
Support customer billing, accounts receivable, cash application, and sales tax processes while maintaining accurate information across CRM and accounting systems.
Role type
early-career accounts receivable specialist
Builds
billing operations, accurate customer records, and sales tax compliance
Domain
healthcare technology / SaaS
Required skills
invoice preparation and follow-up, account reconciliations, customer service, W-9 and documentation management, sales tax data gathering and filing, internal collaboration, cash application support, sales tax research
Preferred skills
SaaS billing experience, ERP/CRM/sales tax software proficiency, multi-currency billing, advanced spreadsheet skills
Technologies
CRM, accounting systems, NetSuite, Salesforce, Excel, Google Sheets
Responsibilities
Prepare and follow up on invoices for new and recurring customers; maintain accurate customer and billing records across systems; provide customer service and documentation; support sales tax compliance and filings; collaborate on billing issues; maintain cash application process; research sales tax requirements by jurisdiction