[Remote] Accounts Receivable Specialist servicing Canada

Note: The job is a remote job and is open to candidates in USA. Actionstep is a pioneer in the development and sale of software-as-a-service (SaaS) products, specializing in Legal Practice Management and Accounting software. The Accounts Receivable Specialist will manage invoices and outstanding payments, ensuring timely and accurate financial data capture and effective debt recovery while maintaining strong customer relationships. Responsibilities - Monitor AR aging reports and proactively follow up on overdue balances - Implement structured strategies to manage aged debt and minimise debt exposure - Maintain regular contact with customers via phone and email, including issuing reminder notices for outstanding balances - Secure payment commitments and accurately document all collection activity in financial systems - Identify high-risk or delinquent accounts and escalate appropriately - Assess severely overdue accounts and provide recommendations regarding bad debt write-offs in line with policy - Work cross-functionally with Customer Success to manage at-risk accounts while maintaining a strong customer experience - Identify billing discrepancies or disputes impacting payment - Investigate customer issues in partnership with the Billing Specialist and internal stakeholders - Process approved credit notes in accordance with company policy - Track dispute resolution progress to ensure timely recovery of outstanding amounts - Manage and resolve issues identified during customer contact to remove barriers to payment - Take ownership of end-to-end receipting of customer payments across all entities - Allocate incoming payments accurately against customer accounts - Reconcile customer accounts and resolve unapplied or misapplied cash - Support month-end AR reconciliations in partnership with the Revenue Accountant - Manage the shared accounts inbox, responding to customer and internal queries promptly and efficiently - Capture all relevant information in financial systems to maintain accurate records - Provide clear, professional communication to both external customers and internal stakeholders - Provide aging summaries and collection forecasts aligned to revenue targets - Highlight trends in delayed payments and emerging credit risks - Contribute insights to improve DSO and reduce aged receivables - Assisting with continuous improvement of systems, controls and working practices - Developing and maintaining an awareness of applicable tax regulations across all entities - Liaising closely with the sales and support team - Undertaking any other reasonable duties as required - Building and maintaining strong working relationships with all internal and external parties ensuring transparent, proactive and effective communication always - Attending and proactively contributing to customer, partner and internal meetings with the view to add value in a constructive manner Skills - Experience in Accounts Receivable or similar role - Excellent customer service skills, with a polite, tactful, and firm manner - Confidence, professionalism, and perseverance - Strong Microsoft Excel skills - Excellent written and verbal communication skills, both face to face and over the phone - Confident, approachable, and professional manner - Resilience and drive to deliver brilliant service - Questioning approach and use of own initiative - Excellent attention to detail - Ability to manage their own workload, prioritise and work well under pressure - Bachelor's degree in Finance, Accounting, Business Administration, or related field - Experience in NetSuite Benefits - Robust medical, dental, vision offerings - 401K with company match - Flexible working and PTO - Take your birthday off - Frequent team building events - Fantastic training and development opportunities Company Overview - Actionstep is a legal practice management software to organize legal work, drive collaboration, and simplify admin. It was founded in 2004, and is headquartered in Richmond, Virginia, USA, with a workforce of 201-500 employees. Its website is https://www.actionstep.com.