Revenue Accountant

Summary

Join Fleetio as a Revenue Accountant and manage billing, payment processes, and customer accounts receivable. You will ensure accurate invoicing, monitor payments, review accounts, and handle uncollectible accounts. This role is crucial for maintaining Fleetio's financial health and requires strong communication skills. You will collaborate with internal and external teams, manage accounts receivable, set up customer accounts, generate quotes, assist customers with vendor setup, and contribute to special projects. The ideal candidate possesses 1-3 years of accounting experience, a bachelor's degree in accounting or finance, and advanced Excel/Google Sheets skills. Fleetio offers a comprehensive benefits package including health, vision, and dental insurance, 401k matching, paid time off, parental leave, and various other perks.

Requirements

• 1-3 years of experience in public/private accounting
• Bachelor’s degree in Accounting or Finance (or relevant SaaS experience)
• Advanced knowledge of Microsoft Excel and Google Sheets
• Proven success in managing recurring accounting duties
• Ability to recognize problems, recommend solutions, and implement changes collaboratively
• Technologically savvy and comfortable using various software/tools
• Highly motivated and ambitious
• Excellent written and verbal communication skills
• Resourceful and able to creatively complete tasks
• Well-organized, with the ability to prioritize and manage multiple tasks
• Detail-oriented with the ability to handle sensitive and confidential information
• Background and credit check required

Responsibilities

• Manage the billing and payment processes for customer accounts
• Serve as the primary point of contact for accounts receivable and collections
• Ensure the accuracy of invoicing
• Monitor payment statuses
• Review accounts receivable
• Address uncollectible accounts
• Collaborate with internal teams and external customers to ensure accuracy in customer accounts, resolve payment disputes, coordinate collections, and address other payment-related issues
• Manage Accounts Receivable to ensure timely collections
• Set up and maintain customer accounts, including upgrades, downgrades, renewals, and add-ons
• Generate official quotes using NetSuite
• Assist new and existing customers with vendor setup, and verification of account details
• Contribute to special projects aimed at enhancing Accounts Receivable and revenue processes

Preferred Qualifications

Experience with Asana, NetSuite, Maxio, and SFDC

Benefits

• Multiple health/dental coverage options (100% employee coverage, 50% family coverage)
• Vision insurance
• Incentive stock options
• 401(k) match of 4%
• PTO - 4 weeks
• 12 company holidays + 2 floating holidays
• Parental leave- birthing parent (16 weeks paid) non-birthing (4 weeks)
• FSA & HSA options
• Short and long term disability (short term 100% paid)
• Community service funds
• Professional development funds
• Wellbeing fund - $150 quarterly
• Business expense stipend - $125 quarterly
• Mac laptop + new hire equipment stipend
• Remote working friendly since 2012