Accounts Receivable Specialist

About the role

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

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 ac
• 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.