Accounts Receivable Specialist

Who We Are:

SOCi is the leader in AI-powered marketing solutions for multi-location businesses. With its proprietary Genius AI™ and suite of Genius Agents™, SOCi provides a first-of-its-kind, AI-powered digital workforce capable of handling the workload of 1,000 local marketers™, empowering brands to achieve unmatched digital visibility, strengthen customer engagement, and scale faster than ever before.

SOCi is recognized by Fast Company as one of the World's Most Innovative Companies, and is trusted by nearly 1,000 top brands—including Ford, Ace Hardware, Kumon, Liberty Tax, and more—to automate and optimize local marketing tasks across all locations. Founded in 2012 and backed by leading strategic investors, SOCi is transforming how multi-location brands manage and scale their marketing efforts. You can view our Awards and Accolades here!

Position Summary 

The AR Specialist is responsible for managing the full scope of the accounts receivable process,  including responding to customer inquiries, overseeing invoice delivery, monitoring account  portfolio for timely payment, and supporting customer onboarding related to billing. This role  requires a customer centric and proactive communicator with strong attention to detail and the  ability to manage multiple priorities efficiently. The AR Specialist will collaborate cross functionally with Customer Success, Sales, and internal Finance teams to ensure a seamless and  accurate billing and collection process, ensuring strong cash flow. 

Key Responsibilities 

Customer Communication & Support 

• Manage the shared billing inbox, assigning and responding to inquiries within  established SLAs. 
• Address questions from internal and external customers regarding billing, contracts,  payments, and escalations. 
• Actively monitor Slack channels and respond or acknowledge messages promptly. • Build and maintain strong working relationships with customers and internal teams. Customer Setup & Billing Maintenance 
• Coordinate customer billing setup, ensuring compliance with formatting and platform  requirements. 
• Complete vendor forms and portal setups, including payment of applicable membership  fees. 
• Maintain up-to-date billing contacts to ensure accurate invoice delivery. • Collect and upload sales tax exemption certificates. 

Invoice Management & Collections 

• Submit invoices to customer portals weekly, bi-weekly, or monthly in required formats. • Proactively manage assigned AR portfolio, following up on outstanding invoices via  phone and email. 
• Identify and escalate payment issues before they become delinquent. • Maintain accurate collection notes and support resolution in line with internal policies. • Prepare aging reports, flag at-risk accounts, and process escalations as needed. • Timely and efficient collections of assigned portfolio of accounts. 

Payment Application & Reconciliation 

• Apply payments, credit memos, and rebills; reconcile accounts and identify and correct  any discrepancies. 
• Manage overpayments and communicate with cancelled customers for refund  information. 

Process Oversight & Reporting 

• Monitor customer cancellations and ensure updates are made promptly. • Oversee the dunning automation process for assigned accounts. 
• Assist in quarterly bad debt reserves and write-off activities. 
• Provide monthly updates on high-priority accounts for senior leadership review. Team Collaboration & Engagement 
• Attend and actively participate in team meetings and 1:1s with the AR Manager. • Complete additional tasks and special projects as assigned. 

Qualifications 

• 2+ years of experience in Accounts Receivable, Billing, or related finance role • Experience with NetSuite, Tesorio, Maxio, Salesforce (SFDC), and Avalara preferred. • Familiarity with subscription-based service contracts. 
• Advanced proficiency with Excel including complex formulas, LOOKUP functions  PivotTables, and SUMIF. 
• Experience with Vendor portals and payment platforms. 
• Strong organizational skills with excellent attention to detail. 
• Effective written and verbal communication abilities. 
• Understanding basic accounting principles and billing best practices. • Basic knowledge of AI tools with willingness to adopt for process efficiency. • Ability to handle sensitive information with integrity and confidentiality. • Comfortable in a fast-paced, collaborative SaaS environment.

 

SOCi expects to pay a base salary in the range of 55,000 CAD- 75,000 CAD base salary. Within the range, individual pay is determined by factors such as job-related skills, experience, and relevant education or training.