Accounts Receivable Specialist

Redefine the future of customer experiences. One conversation at a time.

We’re changing the game with a first-of-its-kind, conversation-centric platform that unifies team collaboration and customer experience in one place. Powered by AI, built by amazing humans.

Our culture is forward-thinking, customer-obsessed and built on an unwavering belief that connection fuels business and life; connections to our customers with our signature Amazing Service®, our products and services, and most importantly, each other. Since 2008, 100,000+ companies and 1M+ users rely on Nextiva for customer and team communication.

If you’re ready to collaborate and create with amazing people, let your personality shine and be on the frontlines of helping businesses deliver amazing experiences, you’re in the right place. 

Build Amazing - Deliver Amazing - Live Amazing - Be Amazing

 

The Accounts Receivable Specialist is responsible for working with internal and external customers to perform billing and collection functions to support the billing operations processes. This role handles inbound customer calls to help resolve billing issues, process returns and create appropriate solutions in a timely and effective manner. As a collector, the Accounts Receivable Specialist is responsible for collecting outstanding receivable balances on delinquent customer accounts.

Key Responsibilities:

• Answering inbound customer phone calls and instant messages in a timely manner
• Supporting Nextiva’s ticketing system
• Creating invoices and credit memos to customer accounts
• Assisting customers with billing questions and resolving billing issues
• Processing product returns and issuing credits for cancellation
• Researching and responding to customer credit card disputes
• Maintaining detailed logs of customer interactions
• Performing other billing or accounting tasks as assigned
• Receiving and posting incoming payments
• Monitoring accounts receivable aging for all overdue accounts
• Processing credit applications and setting up customers on invoicing
• Communicating with customers with delinquent accounts via email and by phone and attempting to secure payment to settle open accounts
• Working with internal customers in other departments as needed
• Research account and payment discrepancies to settle customer disputes
• Recording information about the financial status of customers and status of collection efforts
• Ordering service disconnection of accounts if necessary
• Determining late fees for delinquent accounts per guidelines
• Updating customer account information to include change of address, payment or contact information

Qualifications:

• High School diploma
• 2 to 4+ years of B2B Accounts Receivable experience
• 2 to 4+ years in a customer-facing role with strong customer service skills and a courteous and professional demeanor
• Proven track record of successful customer service with the ability to quickly respond to the customer’s needs and provide appropriate solutions
• Excellent written and verbal communication skills and ability to communicate over the telephone and via email in a knowledgeable and effective manner
• Basic accounting and bookkeeping background
• Working knowledge of Microsoft Office products (Word, Outlook, PowerPoint)
• Exceptional Excel Skills
• Ability to work both independently and in a team setting with minimal supervision
• Excellent organizational, problem solving and time management skills with the ability to prioritize, handle multiple tasks and meet deadlines
• Adaptable, quick-thinking with acute attention to detail
• A quick learner with initiative, purpose driven and results oriented attitude, capable of working productively in a fast-paced and rapidly changing environment
• Experience with Salesforce or Oracle is a plus

Nextiva Core Competencies / DNA:

• Drives Results:  The successful candidate will be action oriented, with a passion for solving problems.  They will bring clarity and simplicity to ambiguous situations.  This individual will challenge the status quo; asking what we can do differently and finding ways to create and build more success.  They are a change agent, prepared to lead and drive changes as we transform. 
• Critical Thinker:  The successful candidate is fact based and data driven, able to understand and articulate the “why,” identifying key drivers and learning from the past.  They are forward-thinking, anticipating problems before they arise.  They’ll recommend and action well thought out solutions, understanding the