Role overview

SOCi is an AI-powered marketing solutions company serving nearly 1,000 multi-location brands including Ford, Ace Hardware, and Kumon. The Accounts Receivable Specialist manages the full accounts receivable cycle, from invoice delivery and customer inquiries to collections and payment reconciliation, while collaborating with Customer Success, Sales, and Finance teams to maintain strong cash flow.

Key responsibilities

Manage the shared billing inbox by assigning and responding to customer inquiries about billing, contracts, and payments within established service level agreements.
Coordinate customer billing setup, ensuring compliance with formatting and platform requirements, and maintain accurate billing contact information for invoice delivery.
Submit invoices to customer portals on weekly, bi-weekly, or monthly schedules in required formats and proactively follow up on outstanding invoices via phone and email.
Apply payments and credit memos to customer accounts, reconcile account balances, and identify and correct discrepancies.
Prepare aging reports, flag at-risk accounts, process escalations, and assist with quarterly bad debt reserves and write-off activities.
Monitor customer cancellations, oversee dunning automation processes, and provide monthly updates on high-priority accounts to senior leadership.
Participate in team meetings and collaborate on special projects as assigned.

Requirements

At least two years of experience in accounts receivable, billing, or a related finance role.
Advanced proficiency with Excel, including complex formulas, LOOKUP functions, PivotTables, and SUMIF.
Experience with vendor portals and payment platforms.
Familiarity with subscription-based service contracts and understanding of basic accounting principles and billing best practices.
Strong organizational skills, excellent attention to detail, and effective written and verbal communication abilities.
Experience with NetSuite, Tesorio, Maxio, Salesforce, or Avalara is preferred, along with basic knowledge of AI tools and willingness to adopt them for process efficiency.
Ability to handle sensitive information with integrity and confidentiality in a fast-paced, collaborative SaaS environment.

What makes this role worth considering

This is a remote position available in Toronto or Vancouver with flexible paid time off, quarterly wellness days, and paid holidays. Full-time team members receive comprehensive health, dental, and vision coverage, wellness incentives, and a 401(k) plan with employer match, working within a collaborative, dynamic culture that encourages cross-functional collaboration and thought leadership.