Accounts Receivable Specialist servicing Canada

Actionstep is a pioneer in the development and sale of software-as-a-service (SaaS) products, specializing in the delivery of Legal Practice Management and Accounting software. We are a fast growing, dynamic business with a global customer base of more the 30,000 and a team of over 240 in the USA, Australia, UK, Canada and New Zealand.

The Finance Team is responsible for providing and delivering accurate, timely and expert financial and accounting management services enabling the business to make effective, considered decisions while ensuring regulated and compliant activity. Strong governance and effective risk management.

The Accounts Receivable Specialist focuses on the management of invoices and outstanding payments, ensuring that financial data is captured in a timely and accurate manner and that outstanding debts are recovered promptly, effectively, and professionally. This role balances relationship management with firm but professional collection practices.

In this role, you will be accountable for…

Collections & Aged Debt Management

· Monitor AR aging reports and proactively follow up on overdue balances.

· Implement structured strategies to manage aged debt and minimise debt exposure.

· Maintain regular contact with customers via phone and email, including issuing reminder notices for outstanding balances.

· Secure payment commitments and accurately document all collection activity in financial systems.

· Identify high-risk or delinquent accounts and escalate appropriately.

· Assess severely overdue accounts and provide recommendations regarding bad debt write-offs in line with policy.

· Work cross-functionally with Customer Success to manage at-risk accounts while maintaining a strong customer experience.

Dispute Resolution & Credit Management

· Identify billing discrepancies or disputes impacting payment.

· Investigate customer issues in partnership with the Billing Specialist and internal stakeholders.

· Process approved credit notes in accordance with company policy.

· Track dispute resolution progress to ensure timely recovery of outstanding amounts.

· Manage and resolve issues identified during customer contact to remove barriers to payment.

Cash Application & Reconciliation

· Take ownership of end-to-end receipting of customer payments across all entities.

· Allocate incoming payments accurately against customer accounts.

· Reconcile customer accounts and resolve unapplied or misapplied cash.

· Support month-end AR reconciliations in partnership with the Revenue Accountant.

Accounts Inbox & Stakeholder Management

· Manage the shared accounts inbox, responding to customer and internal queries promptly and efficiently.

· Capture all relevant information in financial systems to maintain accurate records.

· Provide clear, professional communication to both external customers and internal stakeholders.

Reporting & Insights

· Provide aging summaries and collection forecasts aligned to revenue targets.

· Highlight trends in delayed payments and emerging credit risks.

· Contribute insights to improve DSO and reduce aged receivables.

Other Responsibilities

· Assisting with continuous improvement of systems, controls and working practices.

· Developing and maintaining an awareness of applicable tax regulations across all entities.

· Liaising closely with the sales and support team.

· Undertaking any other reasonable duties as required.

Relationship Management:

· Building and maintaining strong working relationships with all internal and external parties ensuring transparent, proactive and effective communication always.

· Attending and proactively contributing to customer, partner and internal meetings with the view to add value in a constructive manner.

Requirements:
Communicator: You will be working with many different people across the organization, at times of high pressure. Your communication capabilities are vital to ensure your stakeholders are bought into the work we do together, understand complex processes and work effectively with you.

Collaborator: In Finance, we work across many different teams in the organization, often at times of pressure. Working in collaboration means understanding the needs of the people you are working with, and ensuring they understand your needs. It requires a joint commitment which you need to broker to ensure that we get the job done and achieve the outcomes we need.

Relationship Manager: Building and maintaining effective cross-organizational working relationships as a business partner will underpin your success. Relationship management requires a strong understanding of the roles your stakeholders are playing, and the ability to ensure they commit to the processes we are jointly working through.

Analytical Problem Solver: You will face bumps in the road every day, situations we have not faced before. You will need to be comfortable working with colleagues to find options and be able to facilitate across teams to agree solutions.

Experience & Qualifications:

Essential:

• Experience in Accounts Receivable or similar role.
• Excellent customer service skills, with a polite, tactful, and firm manner.
• Confidence, professionalism, and perseverance.
• Strong Microsoft Excel skills.
• Excellent written and verbal communication skills, both face to face and over the phone.
• Confident, approachable, and professional manner.
• Resilience and drive to deliver brilliant service.
• Questioning approach and use of own initiative.
• Excellent attention to detail.
• Ability to manage their own workload, prioritise and work well under pressure.

Desirable:

• Bachelor's degree in Finance, Accounting, Business Administration, or related field.
• Experience in NetSuite

Benefits:
We have a fantastic and inspirational working environment!

• Robust medical, dental, vision offerings
• 401K with company match
• Flexible working and PTO
• Take your birthday off
• Frequent team building events
• Fantastic training and development opportunities

• 58-68k Salary Range