Note: The job is a remote job and is open to candidates in USA. Ontra is a leader in AI-powered solutions for the private markets, seeking an Accounts Receivable Associate to join their Finance & Accounting team. The role involves serving as a liaison between the finance function and customers, focusing on billing processes, resolving issues, and ensuring timely collections.
Responsibilities
- Invoicing: accurately and efficiently prepare invoices in compliance with client guidelines to facilitate prompt payment
- Collections: proactively monitor delinquent accounts and contact customers to discuss overdue balances
- Customer Outreach: communicate with customers to resolve any billing or payment inquiries in a timely and professional manner
- Internal Coordination: collaborate with Customer Success to ensure timely delivery of customer invoices and collaborate to resolve billing issues related to invoices and delinquent accounts
- Inbox Management: maintain an organized inbox and utilize internal ticketing system to respond to customer inquiries with a sense of ownership and urgency
- Data Integrity: maintain up-to-date customer information records and billing contacts
- Cash Application: develop an understanding of Ontra’s cash application process to investigate unallocated funds and ensure AR balances are accurate across systems
Skills
- 1+ years of professional experience; knowledge of billing, collections, and accounts receivable preferred
- Understanding of order-to-cash processes, aging reports, and foreign exchange rates
- Superior Attention to Detail: takes time and effort to avoid errors and consistently delivers accurate work product
- Organized and Adaptable: can shift between multiple priorities without losing accuracy or momentum, and see tasks to completion in a timely manner
- Polished Customer Service: proven ability to interact with clients in a positive, professional manner and proactively resolve customer issues related to invoicing and collections
- Proactive Communication: ability to communicate clearly and professionally, both internally and externally, in a variety of formats (written and verbal)
- Working knowledge of pivot tables, vlookup, generating reports and manipulating data
- Experience with or interest in learning common accounting and billing software platforms (e.g., NetSuite or BillingPlatform) a plus
Benefits
- Remote-first working policy, with office hubs in NYC, Santa Barbara, and London
- Twice yearly team offsites for in-person collaboration
- Paid flexible time off policy
- Paid parental leave and benefits
- Employer-supported retirement contributions, varying by country
- Monthly phone and internet reimbursement
- Company-sponsored LinkedIn Learning accounts, department budgets for professional development, and robust onboarding program
- Various options for medical, dental, and vision insurance
Company Overview
- Ontra automates legal workflows with AI for contract and compliance management. It was founded in 2014, and is headquartered in San Francisco, California, USA, with a workforce of 201-500 employees. Its website is https://www.ontra.ai.