Accounts Receivable Specialist at Sourcefit

Position Overview

The AR Specialist will be responsible for managing and collecting outstanding customer invoices, recording and reconciling payments, and maintaining accurate records in NetSuite. This role involves consistent communication with customers through phone and email, ensuring that cash receipts and other transactions are received and recorded promptly. The ideal candidate has excellent English communication skills, strong attention to detail, and a willingness to follow up until payments are received.

Job Details:

• Work from home
• Monday to Friday | 9 PM to 6 AM Philippine Time
• *Following US Holidays

Responsibilities:

1. Collections and Follow-Up

• Make initial contact with delinquent customers via phone and email, typically managing 60–100 accounts per day.
• Attempt 2–3 follow-ups before escalating to sales or senior team members, depending on the total amount due.
• Maintain consistent follow-ups in line with the company’s performance metrics, meeting or exceeding assigned monthly and quarterly cash targets and call volumes.

• Pull up and review customer accounts in the NetSuite ERP system, ensuring all open invoices and relevant details are up to date.
• If necessary, contact information is missing, research appropriate contacts (using tools like Google) to locate and communicate with the right person.
• Understand each invoice in detail—its purpose, amount, and status—before presenting it to the customer.

• Accurately apply payments and credits to invoices in NetSuite, ensuring all transactions are reflected correctly.
• Maintain complete documentation of all corrective arrangements or promises to pay in NetSuite notes.

• Provide end-of-day status updates on all accounts worked on, noting which customers responded, which remain delinquent, and any escalations required.
• Collaborate with sales, finance, and other teams to resolve non-responsive accounts or large outstanding balances.
• Ensure all collection efforts and next-step actions are clearly documented for easy reference by team members.

Qualifications:

• Experience: Prior background in Accounts Receivable or Collections; experience with ERP systems (NetSuite preferred but not required).
• Communication Skills: Excellent English communication (verbal and written) to effectively interact with customers and internal stakeholders.
• Technical Skills: Proficiency with standard office software (e.g., Microsoft Excel, Outlook, and Teams).
• Detail-Oriented: Ability to research and verify customer data, invoices, and payment information meticulously.
• Organizational Skills: Capable of managing multiple accounts, prioritizing follow-ups, and keeping accurate records in a fast-paced environment.
• Problem-Solving: Comfortable taking initiative to find correct contacts, resolve invoice queries, and escalate cases when needed.