Accounts Receivable Specialist at SOCi

Toronto, Ontario, Canada

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CA$50,000 – CA$70,000Compensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Technology, Marketing, SaaSIndustries

Requirements

Experienced in accounts receivable processes
Customer-centric and proactive communicator
Strong attention to detail
Ability to manage multiple priorities efficiently
Willingness to work in a hybrid model (fully remote until Vancouver, BC or Toronto, ON office is established)

Responsibilities

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
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
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 escalate 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 cancelled customers for refund information
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
Collaborate cross-functionally with Customer Success, Sales, and internal Finance teams to ensure a seamless and accurate billing and collection process

Skills

Key technologies and capabilities for this role

Accounts ReceivableBillingInvoice ManagementCustomer CommunicationCollectionsCash Flow ManagementCustomer OnboardingAttention to DetailCross-functional Collaboration

Questions & Answers

Common questions about this position

What is the salary range for the Accounts Receivable Specialist position?

SOCi expects to pay a base salary in the range of $50,000 to $70,000 CAD, with individual pay determined by factors such as job-related skills, experience, and relevant education or training.

Is this Accounts Receivable Specialist role remote or office-based?

This information is not specified in the job description.

What key skills are required for the Accounts Receivable Specialist role?

The role requires a customer-centric and proactive communication style, strong attention to detail, and the ability to manage multiple priorities efficiently.

What is the company culture like at SOCi?

SOCi fosters cross-functional collaboration with teams like Customer Success, Sales, and Finance, emphasizes building strong relationships with customers and internal teams, and promotes proactive communication via tools like Slack.

What makes a strong candidate for this Accounts Receivable Specialist position?

Strong candidates will have experience in accounts receivable processes, excellent customer communication skills, proactive problem-solving, and the ability to manage multiple priorities while collaborating cross-functionally.

SOCi

Digital marketing platform for multi-location businesses

About SOCi

SOCi offers a digital marketing platform specifically designed for multi-location businesses, helping them automate and scale their marketing efforts while maintaining brand consistency. The platform includes features like content publishing, local listing management, SEO solutions, and social media monitoring, allowing businesses to manage their local marketing campaigns effectively. A unique aspect of SOCi is the SOCi Locator, which promotes location-specific content to drive foot traffic. The company operates on a subscription model, aiming to enhance the online presence and customer engagement of its clients.

San Diego, CaliforniaHeadquarters

2012Year Founded

$184.6MTotal Funding

DEBTCompany Stage

Consulting, Consumer SoftwareIndustries

501-1,000Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Paid Holidays

Flexible Work Hours

Risks

Meta's content moderation changes may increase misinformation affecting SOCi's marketing channels.

Google's Merchant Center upgrade may disrupt SOCi clients' holiday marketing strategies.

Growing AI personalization trends may pressure SOCi to enhance its AI capabilities.

Differentiation

SOCi offers a unique CoMarketing Cloud for multi-location enterprises.

The SOCi Genius platform uses AI to automate marketing workflows at scale.

SOCi provides tools for local listing management and social media monitoring.

Upsides

SOCi's 334% revenue growth highlights its strong market position and client success.

The trend towards localized marketing aligns with SOCi's multi-location enterprise focus.

SOCi's inclusion in the MoxiCloud network expands its collaborative marketing reach.

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