Accounts Receivable Specialist

Summary

Join Ontra, a leading AI legal tech company, as an Accounts Receivable Specialist! This role involves serving as a liaison between finance and accounting and our diverse customer base. You will be responsible for invoicing, collections, customer outreach, internal coordination, inbox management, and data integrity. The ideal candidate possesses 1+ years of experience in billing, collections, and accounts receivable, along with strong accounting knowledge and customer service skills. Excellent communication and Excel skills are essential. Ontra offers a remote-first work environment, paid time off, parental leave, retirement contributions, and various other benefits.

Requirements

• Experience: 1+ years of professional experience; knowledge of billing, collections, and accounts receivable preferred
• Accounting: understanding of order-to-cash processes, aging reports, and foreign exchange rates
• Attention to Detail: avoiding errors and consistently delivering polished work
• Customer Service: experience in a customer-facing role where a high level of service was required to navigate customer needs and requests
• Communication: proven ability to clearly and concisely communicate with various stakeholders in a professional environment
• Excel: working knowledge of pivot tables, vlookup, and generating reports and graphs

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 or issues in a timely and professional manner
• Internal Coordination : collaborate with Customer Success Managers to resolve billing issues related to invoices and delinquent accounts
• Inbox Management : maintain an organized inbox and respond to customer inquiries with a sense of ownership and urgency
• Data Integrity: maintain up-to-date customer information records and billing contacts

Preferred Qualifications

Software: experience with or interest in learning common accounting and billing software platforms (e.g., NetSuite, Intacct, or BillingPlatform) a plus

Benefits

• Remote-first working policy, with office hubs in SF, 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