Overview:

We are looking for an Accounts & Collections Specialist to manage our full AR cycle for a portfolio of approximately 600 active customer accounts. This role is open to a range of experience levels from early career candidates to seasoned AR professionals. What matters most is strong computer skills (Microsoft products), strong customer communication skills, and the ability to eventually manage the caseload independently. We're in the process of migrating from QuickBooks Desktop to NetSuite — the new system is already set up and ready to go, and this role will be using NetSuite once staffing is settled, so prior NetSuite experience is a plus but not required.

Responsibilities:

Manage collections outreach for a portfolio of ~600 active customer accounts, contacting customers proactively regarding outstanding balances Apply and reconcile customer payments in QuickBooks Desktop, transitioning to NetSuite (system is already set up and ready for use) Assist customers with account balance inquiries and resolve billing discrepancies Monitor account aging and notify the sales team when accounts become past due; place accounts on hold per policy Work directly with customers to bring past-due accounts back to good standing (expect less than 5% of accounts to be in this category) Evaluate and recommend chronically delinquent accounts for outside collections Maintain basic AR aging reports for leadership; candidates who want to improve or build out more robust customer-facing reporting over time are encouraged to bring ideas, this isn't required on day one, but initiative here is a big plus as we are actively improving this workflow. Identify and recommend process improvements as account volume and complexity grow Perform other AR/finance support tasks as needed

Experience:

1+ years of experience in accounts receivable, credit, collections, or a related customer-facing finance role; more experienced candidates managing a large portfolio independently are also encouraged to apply Familiarity with QuickBooks Desktop or similar accounting software; NetSuite experience a plus, but not required Comfortable working with basic AR aging reports; candidates who enjoy building better reporting tools are a strong plus Excellent customer service and communication skills, must be able to have direct, sometimes difficult, payment conversations professionally Organized and able to manage a large, active account caseload, working toward full independence in the role Clear communicator who can work cross-functionally with sales on account status and holds Joining our team as an Accounts Receivable and Collections Specialist offers the opportunity for professional growth and development. If you meet the qualifications and are ready to contribute your expertise, we look forward to reviewing your application.

Job Type:

Full-time Pay:

$23.00 - $31.00 per hour Expected hours: 40.0 per week

Benefits:

401(k) Dental insurance Health insurance Paid sick time Paid time off Vision insurance

Physical Setting:

Office Application Question(s): Familiarity with QuickBooks or similar accounting software Experience with creating AR aging reports 1+ accounts receivable experience

Education:

Bachelor's (Required)

Experience:

Accounts receivable: 1 year (Required)

Location:

Corona, CA 92881 (Required) Ability to

Commute:

Corona, CA 92881 (Required)

Work Location:

In person