Accounts Receivable Specialist

Join Our Growing Finance Team at Actionstep!

Are you a detail-oriented and driven Accounts Receivable Specialist looking for an opportunity to contribute to a dynamic, global SaaS company? Actionstep, a leading provider of Legal Practice Management software, is seeking a talented individual to join our thriving Finance Team. If you’re passionate about ensuring financial accuracy, building strong customer relationships, and driving efficient cash flow, we want to hear from you!

About Actionstep

Actionstep is a fast-growing, award-winning SaaS company with a global customer base of over 4,500 and a team of over 240 across the USA, Australia, UK, Canada, and New Zealand. We’re dedicated to delivering the world’s most advanced Legal Practice Management solution, helping our clients build successful legal practices by creating awesome user experiences. Our Finance Team plays a critical role in supporting this mission by providing accurate, timely, and expert financial services.

Your Impact as an Accounts Receivable Specialist

As an Accounts Receivable Specialist, you’ll be at the heart of our financial operations, managing the full lifecycle of accounts receivable activities. Your primary goal will be to maintain the financial stability and cash flow of the organization by ensuring accurate invoicing, efficient collections, and proactive customer account management.

Key Responsibilities

• Proactively manage aged debt and implement effective collection strategies.
• Maintain regular communication with customers, addressing queries and resolving issues promptly.
• Generate and issue accurate and timely invoices based on agreed schedules and contracts.
• Investigate customer disputes and process credit notes as needed.
• Perform regular account reconciliations and ensure accurate application of payments and credits.
• Prepare AR reports and provide regular updates on aged debt, cash collections, and risk accounts.
• Support the month-end close process by ensuring accurate recording and reconciliation of AR transactions.
• Collaborate with the Sales and Support Teams to ensure seamless customer service and efficient processes.
• Actively participate in continuous improvement initiatives to enhance systems, controls, and working practices.

What You’ll Bring to the Table

We’re looking for a highly motivated and skilled individual who possesses the following qualities:

• Proven experience in Accounts Receivable or a similar role.
• Exceptional customer service skills with a polite, tactful, and firm demeanor.
• Strong proficiency in Microsoft Excel.
• Excellent written and verbal communication skills.
• Ability to manage workload effectively, prioritize tasks, and work well under pressure.
• A questioning approach and proactive use of initiative.
• Exceptional attention to detail.

Bonus Points:

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

Who You’ll Work With

You will report directly to the Accounts Receivable Manager, who will provide guidance and support across the full AR lifecycle. You’ll also collaborate closely with the Sales and Support Teams, as well as other internal stakeholders.

Why Join Actionstep?

At Actionstep, we believe in investing in our people and creating a positive and supportive work environment. We offer a comprehensive benefits package, including:

• Robust medical, dental, and vision offerings
• RRSB with company match
• Flexible working and PTO
• Frequent team-building events
• Fantastic training and development opportunities
• Competitive salary: $58,000 – $68,000

But more than that, you’ll be joining a team of passionate and talented individuals who are committed to making a difference in the legal tech industry. We value collaboration, innovation, and a “can-do” attitude. If you’re looking for a challenging and rewarding career opportunity, Actionstep is the place for you!