Job Description
Note: The job is a remote job and is open to candidates in USA. Ontra is a leader in AI-powered solutions for the private markets, automating critical workflows across the fund lifecycle. They are seeking an Accounts Receivable Associate to serve as the liaison between the Finance & Accounting function and customers, responsible for managing billing processes and resolving complex billing issues.
Responsibilities
- Invoicing: accurately and efficiently prepare invoices in compliance with client guidelines to facilitate prompt payment
- Collections: proactively monitor delinquent accounts and contact customers to discuss overdue balances
- Customer Outreach: communicate with customers to resolve any billing or payment inquiries in a timely and professional manner
- Internal Coordination: collaborate with Customer Success to ensure timely delivery of customer invoices and collaborate to resolve billing issues related to invoices and delinquent accounts
- Inbox Management: maintain an organized inbox and utilize internal ticketing system to respond to customer inquiries with a sense of ownership and urgency
- Data Integrity: maintain up-to-date customer information records and billing contacts
- Cash Application: develop an understanding of Ontra’s cash application process to investigate unallocated funds and ensure AR balances are accurate across systems
Skills
- 1+ years of professional experience; knowledge of billing, collections, and accounts receivable preferred
- Understanding of order-to-cash processes, aging reports, and foreign exchange rates
- Takes time and effort to avoid errors and consistently delivers accurate work product
- Can shift between multiple priorities without losing accuracy or momentum, and see tasks to completion in a timely manner
- Proven ability to interact with clients in a positive, professional manner and proactively resolve customer issues related to invoicing and collections
- Ability to communicate clearly and professionally, both internally and externally, in a variety of formats (written and verbal)
- Working knowledge of pivot tables, vlookup, generating reports and manipulating data
- Experience with or interest in learning common accounting and billing software platforms (e.g., NetSuite or BillingPlatform)
Benefits
- Remote-first by design, with regular in-person gatherings and hub spaces in NYC, Santa Barbara, and London
- Twice yearly team offsites for in-person collaboration
- Paid flexible time off policy
- Paid parental leave and benefits
- Employer-supported retirement contributions, varying by country
- Monthly phone and internet reimbursement
- Pick Your Perk stipend to spend on what matters most to you, from well-being and gym memberships, to home office setup, student loans, pet care, and more
- Company-sponsored LinkedIn Learning accounts, department budgets for professional development, and robust onboarding program
- Various options for medical, dental, and vision insurance
Company Overview
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