Accounts Receivable Specialist

POSITION SUMMARY
The Accounts Receivable Specialist is responsible for processing new sales orders, building payment plans in the A/R system, and collecting outstanding accounts receivable dollars from the existing client base. This individual will manage the AR inbox, resolve customer billing problems and reduce accounts receivable delinquency.

 

ABOUT CARDONE VENTURES
Our mission is to help business owners achieve their personal, professional, and financial goals through the growth of their businesses. We work in dozens of verticals and provide strategic business guidance through courses, live events, partnerships, and investments. Our core values are the backbone of our business and guide our hiring process: we are inspirational, disciplined, accountable, transparent, aligned, and results-oriented. This company operates nationally and is growing by the day.

 

SUCCESS LOOKS LIKE: 

•  Driving the financial health of the company by overseeing the accounts receivable process, ensuring timely collections and minimizing overdue receivables to improve cash flow
•  Collaborating with internal departments and clients to create an efficient billing and collections strategy that aligns with Cardone Ventures’ long-term goals and supports business growth
•  Implementing best practices in accounts receivable management, leveraging NetSuite and SuiteBilling, to optimize processes, reduce errors, and enhance customer experience
•  Leading the accounts receivable team to meet collection targets and improve overall efficiency, while ensuring adherence to policies and maintaining strong client relationships

 

OBJECTIVES

•  Monitor AR email inbox throughout workday for new sales orders received and process accordingly
•  Respond to AR inbox inquiries related to client accounts, requests for invoice copies, etc.
•  Work with Collections team to ensure cash is collected on past due account
•  Build daily deposits from bank reconciliation – post in NetSuite 
•  Follow up with client base on any declined payment transaction
•  Review open accounts for collection efforts
•  Make outbound collection calls in a professional manner while keeping and improving customer relations
•  Resolve client-billing problems and rescues accounts receivable delinquency, applying good customer service in a timely manner
•  Collect customer payments in accordance with payment due dates
•  Identify issues attributing to account delinquency and discuss the Accounting team 
•  Provide timely follow-up on payment arrangements
•  Email correspondence to customers to encourage payment of delinquent accounts

 

COMPETENCIES

•  Highly proficient with Netsuite Suite Billing 
•  Intermediate to advanced Excel skills 
•  Ability to engage a client who has been unresponsive 
•  Ability to maintain a high volume inbox and keep track of requests and inquiries 
•  Understanding of various payment plans and how to create and enforce them
•  Strong record keeping and research skills to maintain important information that can be easily accessible 
•  Possess intermediate NetSuite experience 
•  Ability to handle reporting for products, past due payments in NetSuite 

 

EDUCATION AND EXPERIENCE

•  At least 2 years’ AR experience including interaction with a large customer base

 

10X TOTAL REWARDS

We offer a comprehensive benefits package for full-time employees that includes:

•  Medical, dental, and vision for FT positions and their dependents
•  Vacation and sick time policy that increases based on tenure with the company
•  Employee Assistance Program through Guardian
•  401k with up to 3% Company match
•  Pet Insurance through SPOT for your 10X pets!
•  Competitive parental leave policy: 100% paid - 8 weeks for primary caregiver, and 4 weeks for secondary caregiver + 1 month remote for both
•  Employee wellness initiatives including a 100% paid for gym membership and access to discounts on local meal prep services
•  Professional Develop