Accounts Receivable Analyst

Job Overview

JOB DETAILS

REQUIREMENTS

• Bachelor’s Degree preferred or equivalent combination of education and experience
• Exposure to Legal or eDiscovery industry preferred but not required
• Solid interpersonal, verbal and written communication skills
• Ability to work independently with minimal supervision
• Ability to handle multiple projects and manage conflicting priorities
• Ability to effectively communicate with business leaders, clients, internal stakeholders
• Collaboration skills with cross-departmental representatives
• Advanced time management and organizational skills
• Strong computer skills utilizing various software applications
• Experience with Microsoft Office Suite (Excel, Word, PowerPoint) required
• Experience with ebilling portals a plus
• Experience working with Salesforce or CRM system a plus

Sales experience would be a plus

RESPONSIBILITIES

• Manage and maintain a clean and accurate portfolio aging that reflects the true statuses of invoice submissions and unpaid reasons, and ensure that any outstanding invoices are owed and collectible for payment
• Submit all invoices within portfolio monthly via email or ebilling portal accurately and in a timely manner
• Proactively communicate with customers within portfolio to facilitate speedy payment, and work with customers to initiate the most streamlined payment process possible
• Ensure prompt responsiveness to all internal and external requests and questions
• Work directly with customers, Project Managers, Billing Specialists, and Sales Representatives to settle/troubleshoot client issues
• Utilize a variety of tools/platforms (Oracle, Salesforce, Outlook) to efficiently manage account portfolio and ensure customer satisfaction
• Attend regular meetings with direct team and team lead to discuss strategy and productivity

Collaborate cross-functionally to effectively support customer needs

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