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PandaDoc

Accounts Receivable Specialist

Reposted 4 Days Ago
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Remote
Hiring Remotely in Poland
Mid level
Remote
Hiring Remotely in Poland
Mid level
The Accounts Receivable Specialist manages billing, collections, and financial reporting, ensuring accuracy and process improvements in a fast-paced environment.
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PandaDoc is looking for an Accounts Receivable Specialist in our Poland/Portugal office. This role will be a big part of our growing accounting and finance team and will be responsible for the day-to-day billing, provisioning, reporting and collection activities for Corporate Headquarters and reporting of these activities as part of the month end close process. This position requires strong operational aptitude, accuracy and attention.

In this role, you will:

  • Provisioning/billing of customer accounts. This will require working with our billing system (Recurly) and CRM (Salesforce), understanding contracts that are sold by our sales team;
  • Communicating with customers to follow up on past due accounts;
  • Assisting in customer billing inquiries;
  • Monitoring unpaid or disputed invoices, collaboration with Sales, Support, Customer Success and Finance departments to resolve customer issues and correct billing errors;
  • Working with cross-functional departments in order to facilitate continuous process of improvement, timely invoicing and payments;
  • Regular accounts receivable reconciliation between billing and accounting systems;
  • Cash application and payment investigation.

About you:

  • Bachelor's Degree in Accounting, Economics, Finance or similar;
  • 2+ years of relevant experience doing billing and collections or Big4 experience; 
  • working for a SaaS startup company or experience with SaaS clients is a plus;
  • Result-oriented and highly process driven;
  • Proficiency with Google Sheets and Microsoft Excel, experience in Salesforce, Recurly (other billing systems);
  • Meticulous, detail-oriented, and accurate. The position requires the ability to work independently within a fast-paced and deadline-oriented environment.
  • Time management and organizational skills are essential;
  • Fluency in English (both written and verbal). Ability to communicate with teams located in multiple geographical locations.

It would be awesome if you had (bonus points):

  • Practice in tech business, startup or high-growing company;
  • Basic knowledge of Revenue accounting, General Ledger;
  • Netsuite software.

Expectation for first 3 months in PD

  • Ability to learn fast how to operate in new systems: including CRM (Salesforce),billing system (Recurly), accounting system (Netsuite);
  • Ability to understand contracts and provision average billing cases w/o mistakes;
  • Collection of outstanding receivables (contacting customers, reminders etc.);
  • Support audit and regular reconciliation with the accounting system (Netsuite);
  • Accounts receivable, Revenue reporting and reconciliation.

Company Overview: 

PandaDoc empowers more than 60,000 growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document workflow automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including proposals, quotes, contracts, and more.  For more information, please visit https://www.pandadoc.com.

Company Culture: 

We're known for our work-life balance, kind co-workers, & creative virtual team-bonding events. And although our Pandas are located across the globe, we stay connected with the help of technology and ensure that everyone on our team feels, well, like a team.

Pandas work best when they're happy. We retain our talent by upholding our values of integrity & transparency, and selling a product that changes the lives of our customers. 

Check out our LinkedIn to learn more.

Benefits:
  • An honest, open culture that emphasizes feedback and promotes professional and personal development
  • An opportunity to work from anywhere — our team is distributed worldwide, from Lisbon to Manila, from Florida to California
  • 6 self care days
  • A competitive salary
  • And much more!

Top Skills

Google Sheets
Excel
NetSuite
Recurly
Salesforce

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