The Accounts Receivable Specialist is responsible for managing invoices and outstanding payments, ensuring accurate financial data capture and prompt recovery of debts. At Actionstep, you'll play a key role in maintaining financial integrity and customer satisfaction across our Canadian entity.
What You'll Do
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
Team & Environment
Actionstep operates as a global team across the USA, Australia, UK, Canada, and New Zealand, with over 240 team members working collaboratively across regions.
Work Mode
This role is based in Canada and is designated for candidates located within the country, supporting local compliance and engagement.
Actionstep is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
