Accounts Receivable Specialist

Summary

Join PandaDoc's growing accounting and finance team as an Accounts Receivable Specialist in our Poland/Portugal office. You will play a key role in the day-to-day billing, provisioning, reporting, and collection activities for Corporate Headquarters, contributing to the month-end close process. This position demands strong operational aptitude, accuracy, and attention to detail. Responsibilities include customer account provisioning and billing, communicating with customers about past-due accounts, assisting with billing inquiries, and resolving billing discrepancies. You will also perform regular accounts receivable reconciliation and cash application and payment investigations. The role requires collaboration with various departments to improve processes and ensure timely invoicing and payments. PandaDoc offers a competitive salary and benefits, including a flexible work environment.

Requirements

• Bachelor's Degree in Accounting, Economics, Finance or similar
• 2+ years of relevant experience doing billing and collections or Big4 experience
• Result-oriented and highly process driven
• Proficiency with Google Sheets and Microsoft Excel, experience in Salesforce, Recurly (other billing systems)
• Meticulous, detail-oriented, and accurate. The position requires the ability to work independently within a fast-paced and deadline-oriented environment
• Time management and organizational skills are essential
• Fluency in English (both written and verbal). Ability to communicate with teams located in multiple geographical locations
• Ability to learn fast how to operate in new systems: including CRM (Salesforce),billing system (Recurly), accounting system (Netsuite)
• Ability to understand contracts and provision average billing cases w/o mistakes
• Collection of outstanding receivables (contacting customers, reminders etc.)
• Support audit and regular reconciliation with the accounting system (Netsuite)
• Accounts receivable, Revenue reporting and reconciliation

Responsibilities

• Provisioning/billing of customer accounts. This will require working with our billing system (Recurly) and CRM (Salesforce), understanding contracts that are sold by our sales team
• Communicating with customers to follow up on past due accounts
• Assisting in customer billing inquiries
• Monitoring unpaid or disputed invoices, collaboration with Sales, Support, Customer Success and Finance departments to resolve customer issues and correct billing errors
• Working with cross-functional departments in order to facilitate continuous process of improvement, timely invoicing and payments
• Regular accounts receivable reconciliation between billing and accounting systems
• Cash application and payment investigation

Preferred Qualifications

• Practice in tech business, startup or high-growing company
• Basic knowledge of Revenue accounting, General Ledger
• Netsuite software

Benefits

• An honest, open culture that emphasizes feedback and promotes professional and personal development
• An opportunity to work from anywhere — our team is distributed worldwide, from Lisbon to Manila, from Florida to California
• 6 self care days
• A competitive salary