Accounts Receivable Specialist

SOCi, the leader in AI-powered marketing solutions for multi-location businesses, is currently looking for an experienced Accounts Receivable Specialist. The AR Specialist is responsible for managing the full scope of the accounts receivable process, including responding to customer inquiries, overseeing invoice delivery, monitoring account portfolio for timely payment, and supporting customer onboarding related to billing. This role requires a customer‑centric and proactive communicator with strong attention to detail and the ability to manage multiple priorities efficiently. The AR Specialist will collaborate cross‑functionally with Customer Success, Sales, and internal Finance teams to ensure a seamless and accurate billing and collection process, ensuring strong cash flow. We expect to pay a base salary in the range of $50,000 to $70,000 CAD. Within the range, individual pay is determined by factors such as job‑related skills, experience, and relevant education or training. Who We Are SOCi is the leader in AI-powered marketing solutions for multi‑location businesses. With its proprietary Genius AI™ and suite of Genius Agents™, SOCi provides a first‑of‑its‑kind, AI‑powered digital workforce capable of handling the workload of 1,000 local marketers™, empowering brands to achieve unmatched digital visibility, strengthen customer engagement, and scale faster than ever before. SOCi is recognized by Fast Company as one of the World's Most Innovative Companies, and is trusted by nearly 1,000 top brands—including Ford, Ace Hardware, Kumon, Liberty Tax, and more—to automate and optimize local marketing tasks across all locations. Founded in 2012 and backed by leading strategic investors, SOCi is transforming how multi‑location brands manage and scale their marketing efforts. You can view our Awards and Accolades. How You’ll Make an Impact Customer Communication & Support Manage the shared billing inbox, assigning and responding to inquiries within established SLAs. Address questions from internal and external customers regarding billing, contracts, payments, and escalations. Actively monitor Slack channels and respond or acknowledge messages promptly. Build and maintain strong working relationships with customers and internal teams. Customer Setup & Billing Maintenance Coordinate customer billing setup, ensuring compliance with formatting and platform requirements. Complete vendor forms and portal setups, including payment of applicable membership fees. Maintain up‑to‑date billing contacts to ensure accurate invoice delivery. Collect and upload sales tax exemption certificates. Invoice Management & Collections Submit invoices to customer portals weekly, bi‑weekly, or monthly in required formats. Proactively manage assigned AR portfolio, following up on outstanding invoices via phone and email. Identify and elevate payment issues before they become delinquent. Maintain accurate collection notes and support resolution in line with internal policies. Prepare aging reports, flag at‑risk accounts, and process escalations as needed. Apply payments, credit memos, and rebills; reconcile accounts and identify and correct any discrepancies. Manage overpayments and communicate with canceled customers for refund information. Process Oversight & Reporting Monitor customer cancellations and ensure updates are made promptly. Oversee the dunning automation process for assigned accounts. Assist in quarterly bad debt reserves and write‑off activities. Provide monthly updates on high‑priority accounts for senior leadership review. Attend and actively participate in team meetings and 1:1s with the AR Manager. Complete additional tasks and special projects as assigned. Hybrid Opportunity This role is fully remote until our Vancouver, BC or Toronto, ON office is established. Once the office is in place, it will transition to a hybrid model, with a 50/50 split between remote and in‑office work. Must Have 2+ years of experience in Accounts Receivable, Billing, or related finance role. Familiarity or working experience with subscription‑based service contracts is a must. Advanced proficiency with Microsoft Excel including complex formulas, LOOKUP functions, PivotTables, and SUMIF. Experience with vendor portals and payment platforms. Strong organizational skills with excellent attention to detail. Effective written and verbal communication abilities. Basic knowledge of AI tools with willingness to adopt for process efficiency. Ability to handle sensitive information with integrity and confidentiality. Comfortable in a fast‑paced, collaborative SaaS environment. Willingness to adapt to changes in the job description as deemed necessary by the business and accept all other duties as assigned. Desired Skills (but not required) Experience with NetSuite, Tesorio, Maxio (SaaSOptics), Salesforce (SFDC), and Avalara. Education Bachelor’s or diploma in accounting, business administration, or related field. What SOCi Provides to You Comprehensive Benefits Package (full‑time permanent, non‑contract roles only) Health insurance plans, dental, and vision Wellness incentives 401(k) plan with employer match Flexible Work Environment (full‑time, non‑contract roles only) Flexible paid time off Quarterly wellness days Paid holidays Empowering Career Growth and Success EEO Statement SOCi is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law. Please note that if selected for a position at SOCi, you will be required to complete an E‑Verify check to confirm your eligibility to work in the United States (if applicable). Application Deadline This position will remain open with applications due by December 30, 2025. The application window may close before December 30, 2025 if SOCi receives a sufficient number of applications to select a candidate prior to that date. This position is being hired on an urgent basis. #J-18808-Ljbffr