Accounts Receivable and Collections Specialist

1 Month ago • 5 Years +

Job Summary

Job Description

The Senior Financial Operations Analyst will be responsible for processing customer payments, managing accounts receivable, and building client relationships. They will handle billing inquiries via email and phone, follow up on overdue payments, and reconcile accounts. Additional responsibilities include investigating discrepancies, providing customer service, monitoring aging accounts receivable, implementing collection efforts, generating reports, and collaborating with teams to improve AR processes. The candidate will also be a key point of contact for executive communications regarding AR status.
Must have:
  • Bachelor's degree in Accounting, Finance, or related field
  • 5+ years of experience in accounts receivable or related roles
  • Experience resolving complex billing issues
  • Strong familiarity with accounting software
Good to have:
  • Advanced proficiency in Microsoft Excel
  • Solid understanding of accounting principles
  • Experience with NetSuite
Perks:
  • Competitive compensation and generous stock options
  • 100% employer-paid top-of-the-line medical, dental and vision coverage
  • Great benefits including unlimited PTO, parental leave and free snacks and beverages
  • The opportunity to work with some of the brightest minds from Silicon Valley’s most dominant and successful companies
  • Be part of an early stage, hyper-growth start-up with the opportunity to grow and prosper
  • Work on the latest and coolest technologies – everything is home-grown and built ground-up
  • A dynamic work environment with a strong sense of community and collaboration
  • The open and transparent culture that encourages innovation, rewards performance and discourages hierarchy
  • Exciting opportunities for career growth and development

Job Details

About Tekion:

Positively disrupting an industry that has not seen any innovation in over 50 years, Tekion has challenged the paradigm with the first and fastest cloud-native automotive platform that includes the revolutionary Automotive Retail Cloud (ARC) for retailers, Automotive Enterprise Cloud (AEC) for manufacturers and other large automotive enterprises and Automotive Partner Cloud (APC) for technology and industry partners. Tekion connects the entire spectrum of the automotive retail ecosystem through one seamless platform. The transformative platform uses cutting-edge technology, big data, machine learning, and AI to seamlessly bring together OEMs, retailers/dealers and consumers. With its highly configurable integration and greater customer engagement capabilities, Tekion is enabling the best automotive retail experiences ever. Tekion employs close to 3,000 people across North America, Asia and Europe.

Job Description

The Senior Financial Operations Analyst will play a crucial role in ensuring the timely and accurate processing of customer payments, managing accounts receivable transactions, and fostering positive client relationships. The successful candidate will possess excep-tional organizational, communication, and analytical skills, coupled with a meticulous at-tention to detail. This role will also serve as the primary point of contact for all customer billing and invoicing inquiries. Through email and 1800-customer support number.

Key Responsibilities

  • Act as the dedicated point person for all customer billing and invoicing inquiries received via email and phone, providing prompt and accurate responses.
  • Follow up on overdue payments, proactively address payment discrepancies, and collaborate with internal teams to achieve swift resolution.
  • Conduct regular and thorough reconciliation of customer accounts, ensuring all transactions are accurately recorded and accounted for in accordance with order forms and contractual terms.
  • Investigate and resolve complex discrepancies or issues related to customer accounts with efficiency and accuracy.
  • Communicate effectively and professionally with customers regarding billing inquiries, payment status, and account details, demonstrating a strong commitment to customer satisfaction.
  • Provide exceptional customer service, acting as a trusted partner to clients to facilitate timely payments and build strong, lasting relationships.
  • Monitor accounts receivable aging meticulously and collaborate strategically with key internal stakeholders to align on approaches that effectively reduce outstanding balances and minimize bad debt exposure.
  • Implement proactive and effective collection efforts, including the timely sending of reminders, conducting professional collection calls, and negotiating mutually agreeable payment plans.
  • Generate, analyze, and present insightful reports related to accounts receivable, aging, and cash flow to support informed management decision-making and strategic planning.
  • Prepare and maintain comprehensive operational dashboards and key performance indicators (KPIs) to provide clear visibility into AR processes and identify areas for improvement in efficiency.
  • Identify, recommend, and implement opportunities to streamline accounts receivable processes, leveraging best practices and technology to enhance efficiency and accuracy.
  • Collaborate effectively with cross-functional teams (e.g., Sales, Customer Success, Legal) to implement process improvements and drive best practices within the broader AR function.
  • Serve as a key point of contact for executive-level communication regarding accounts receivable status, potential risks, and strategic initiatives.

Skills and Experience

  • Bachelor's degree in Accounting, Finance, or a related field.
  • 5+ years of progressive experience in accounts receivable or related financial roles, preferably within the SaaS or technology industry.
  • Proven track record of successfully managing accounts receivable, resolving complex billing issues, and interacting directly with customers.
  • Strong familiarity with accounting software, with a preference for experience with NetSuite.
  • Advanced proficiency in Microsoft Excel, including the ability to create and manipulate complex spreadsheets and perform data analysis.
  • Solid understanding of fundamental accounting principles, billing processes, and financial transactions.
  • Exceptional written and verbal communication skills, demonstrating a professional, customer-focused, and executive-ready approach.
  • Highly detail-oriented, well-organized, and adept at managing multiple tasks and competing priorities effectively in a fast-paced environment.
  • Demonstrated ability to work independently, take initiative, and collaborate effectively with remote teams across different time zones to achieve shared objectives.
  • Comfortable and adaptable to working in a dynamic and rapidly evolving work environment.

Perks and Benefits

  • Competitive compensation and generous stock options   
  • 100% employer-paid top-of-the-line medical, dental and vision coverage  
  • Great benefits including unlimited PTO, parental leave and free snacks and beverages  
  • The opportunity to work with some of the brightest minds from Silicon Valley’s most dominant and successful companies   
  • Be part of an early stage, hyper-growth start-up with the opportunity to grow and prosper    
  • Work on the latest and coolest technologies – everything is home-grown and built ground-up   
  • A dynamic work environment with a strong sense of community and collaboration   
  • The open and transparent culture that encourages innovation, rewards performance and discourages hierarchy   
  • Exciting opportunities for career growth and development   

Current Tekion Employees – Please apply via Greenhouse Internal Job Board

Tekion is proud to be an Equal Employment Opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, victim of violence or having a family member who is a victim of violence, the intersectionality of two or more protected categories, or other applicable legally protected characteristics. 

For more information on our privacy practices, please refer to our Applicant Privacy Notice here.

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