Account Specialist

Reports To: Director of Sales Operations | Full-Time | Hybrid (following probationary period) | $47,000-$50,000/yr
Position Summary

The Account Specialist is responsible for managing the accounts receivable function and supporting the full customer account lifecycle. This role drives collections activity, ensures billing accuracy, and serves as the primary point of contact for customer account and invoice inquiries. Reporting to the Director of Sales Operations, the ideal candidate brings a strong foundation in billing, a detail-oriented approach to financial record-keeping, and the ability to manage competing priorities across a high-volume account base.
Key Responsibilities

Review the aging report to assess outstanding balances, identify delinquent accounts, and prioritize collections activity
Execute collections outreach via phone and email to secure payment commitments and resolve balance disputes
Process billing adjustments and issue refunds including misapplied payments, finance charge reversals, and credits
Conduct monthly invoice reviews to verify billing accuracy — including prorations, discounts, transcodes, taxation, and account details
Respond to customer inquiries regarding invoices and account balances via phone and email
Guide customers through the self-care portal for invoice access and payment processing
Support the ongoing migration from legacy billing systems to the current platform, ensuring data integrity throughout the transition
Qualifications

Required
1–3 years of experience in accounts receivable, billing, or collections
Experience processing account orders and managing customer accounts in a billing environment
Strong attention to detail with a high degree of accuracy in financial data entry and record-keeping
Clear and professional written and verbal communication skills
Proficiency in Microsoft Office Suite, particularly Excel
Preferred
Background in telecom, SaaS, or a subscription-based billing environment
Experience with cloud-based billing and account management platforms
Associate\'s or Bachelor\'s degree
This job description is not intended to be all-inclusive. The employee may be required to perform other duties as assigned by their supervisor.

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