Offer summary

Qualifications:

1+ years experience with Hubspot or similar CRM., 3+ years of Accounts Receivable experience., Intermediate Excel skills including v-lookup and pivot tables., Basic experience with G Suite and Slack is required..

Key responsabilities:

Proactive outreach to clients regarding pending bill due dates.

Maintain complete records on all accounts and document collection efforts.

Process incoming payments in CRM and Stripe according to financial policies.

Create and generate invoices in Quickbooks or similar software.

Job description

GrowthAssistant is seeking a skilled and motivated Accounts Receivable Specialist. This role is integral to supporting various accounting and financial operations-related tasks. The ideal candidate will thrive in a fast-paced environment, possess strong attention to detail and organizational skills, and have a background in financial operations or accounting.

Salary: Up to Php 90,000 depending on experience

The Benefits:

Work From Home
Attendance, Performance, and Referral Bonuses
Paid Holidays and Time Offs
Health Insurance Card

The Requirements:

1+ years experience with Hubspot or similar CRM (sales and customer support functions)
Prior experience managing accounts (direct client-facing comms - strong verbal and written is required)
Experience in a subscription-based environment
3+ Years of Accounts Receivable experience
1+ years experience with Stripe or similar platform
Intermediate Excel experience (v-lookup, pivot tables and basic formulas)
Basic experience with G Suite, Slack is a must-have
Experience with Quickbooks is preferred

The Role:

Proactive outreach to clients re: pending bill due date
Reactive outreach to clients with delinquent bills
Maintain complete records on all accounts including detailed notes on collection efforts
Process incoming payments in CRM and Stripe in compliance with financial policies and procedures
Perform day-to-day financial transactions, including verifying, classifying, computing, posting and recording accounts payable data
Be the point of escalation, and bookkeeping, for payment inquiries such as missing payments, incorrect payment amount, and other payment-related issues, and triage escalations to the payment leads
Create and generate invoices in Quickbooks or similar software and record/track in CRM
Check CC Failed payments and follow up with customer (Dunning Process)
Change contact info in Stripe as needed
Manual Invoicing w/in Stripe
Check new subscriptions in Stripe and document accordingly in Hubspot
Manually log wire transfers or check deposits from Strip communication, mark as ‘paid’ in stripe and document deal in Hubspot
Inventory management reconciliation

Required profile