CARET is hiring a
Accounts Receivable Specialist

Summary

The job is for an Accounts Receivable Specialist at CARET. The role involves driving collections, managing payments, maintaining accurate records, resolving discrepancies, and following up on overdue payments. The candidate should have a Bachelor's degree in Accounting, Finance, or a related field, proven experience as an Accounts Receivable Specialist, strong Microsoft Excel skills, understanding of basic accounting principles, excellent communication skills, and the ability to work independently and as part of a team.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field (preferred)
• Proven experience as an Accounts Receivable Specialist, Clerk, or similar role, in a B2B sales environment, preferably for software products
• Experienced with NetSuite and salesforce.com
• Strong Microsoft Excel skills required
• Strong understanding of basic accounting principles
• Excellent attention to detail and accuracy in financial data entry and analysis
• Strong communication, problem-solving, and negotiation skills
• Proven ability to drive exceptional outcomes for the business while providing a positive customer experience
• Ability to work independently and as part of a team
• High level of integrity and ability to handle confidential information

Responsibilities

• Drive collections from customers resulting in reduced DSO and reduced customer credits
• Increase the percentage of customers paying via low cost payment methods (i.e. ACH) and increase the percentage of customers paying via auto payment/auto draft
• Assist with generating and distributing invoices and cash application of customer payments as needed
• Reconcile accounts to ensure that all payments are accounted for and properly posted
• Serve as the primary point of contact for customer questions, by researching and resolving billing, and payment queries
• Maintain and update customer records to ensure timely and accurate invoice and dunning message delivery and proactively ensure customer payment information remains up to date
• Generate recurring customer account ageing and activity reports to ensure alignment and accountability with team leadership
• Assist with month-end closing and account reconciliations
• Collaborate with other departments to ensure smooth invoicing and payment processes
• Support audits and provide necessary documentation as required
• Assist with credit and collections functions, including credit risk analysis and reporting
• Maintain compliance with financial policies and procedures

Benefits

• Flexible PTO
• Summer Fridays
• No meeting Fridays
• Medical, Dental, Paid Sick Days, Vision, and Supplemental Coverage
• Flexible Spending Account
• Health Savings Account
• 401(k) match