Accounts Receivable Specialist

Role Overview

We are seeking a mid-level Accounts Receivable Specialist (2-5 years AR experience) to join our 2-person AR team. This is a full-lifecycle AR role managing our NetSuite billing environment, Salesforce customer contracts, collections, invoicing, and dispute resolution for our Financial Services and Legal sector clients. The ideal candidate will have hands-on experience with ERP/billing systems, strong analytical skills, and the ability to thrive in a small, fast-paced environment where process ownership is critical.

Position: Accounts Receivable Specialist

Reports To: AR Manager, Catherine White

Location: India-based (Hybrid)

Experience Level: Mid-level (2-5 years)

Key Responsibilities

• NetSuite Billing & Revenue Recognition: Set up invoices, follow billing workflows, handle multi-entity and sales tax scenarios
• Contract Management & Billing Setup: Review Salesforce contracts, extract ARR and subscription terms, set up billing in NetSuite, and communicate changes to the broader team
• Invoicing & Collections: Generate and dispatch invoices, monitor AR aging, execute collections follow-up (emails, escalation), and manage payment posting
• Customer Dispute Resolution: Investigate and resolve billing disputes, coordinate with sales/product teams on edge cases, and document resolution outcomes
• AR Analysis & Reporting: Prepare aging analysis, DSO reporting, collection metrics, and variance analysis for management review
• Compliance & Documentation: Maintain audit-ready documentation for FS/Legal sector clients and ensure all transactions meet regulatory requirements
• Systems Integration: Cross-reference NetSuite and Salesforce data, troubleshoot system issues, and support process automation opportunities.

Required Qualifications

• 2-5 years of hands-on accounts receivable experience in a transaction-heavy environment
• Proficiency with ERP or billing systems (NetSuite, SAP, Oracle, or similar); NetSuite experience strongly preferred
• Demonstrated experience with Salesforce or CRM systems for contract and customer data management
• Strong Excel skills: pivot tables, VLOOKUP
• General Understanding of revenue recognition principles
• Excellent communication and problem-solving skills; comfort navigating ambiguity and owning solutions
• Ability to manage multiple priorities and meet deadlines in a fast-moving environment
• Strong attention to detail and commitment to accuracy (AR data integrity is non-negotiable)
• Preferred Qualifications-
• SaaS or recurring revenue billing experience (subscription models, usage-based billing, multi-entity scenarios)
• Experience in Financial Services or Legal sector accounting environments
• Familiarity with multi-currency and sales tax/GST/VAT complexities
• Exposure to compliance requirements for regulated industries
• Collections experience

Nice-to-Have

• BA/BS in Accounting, Finance, or Business
• Global or multi-regional accounting experience