Order to Cash Specialist

Title: Order to Cash Specialist

Location: United States; East Coast (hybrid up to 1x a week if near Cleveland, OH office)

Experience: Entry- Associate Level

Job Function: Finance & Accounting

Employment Type: Full-Time

Industry: Computer and Network Security

About the position

The order to cash specialist is responsible for performing a range of accounting and clerical tasks related to the accounts receivable functions. This generally includes quote creation, dunning procedures, maintaining customer records, and assisting the global team with timely invoicing. The person reports to the Accounting Manager.

Applicants must hold U.S (United States) citizen or U.S. permanent resident status.

RESPONSIBILITIES

• Assist global Accounts Receivable SMEs with maintaining, reviewing, and issuing dunning letters to global customers
• Ensure overdue invoices are documented with status and collection notes
• Review renewal documentation and close renewals globally in SFDC in a timely manner
• Create all nCSM quotes (renewals under $50,000) and creates quotes for non-nCSM renewals as needed
• Research customer discrepancies and past-due amounts with the assistance of Staff Accountant and Accounting Manager
• Create renewal quotes in marketplace platforms and aid in tracking all marketplace opportunities
• Maintains and updates customer files, including name or address changes, mergers, or mailing attentions
• Assists Staff Accountant in reconciling accounts each month
• Organizes data between SFDC and NetSuite
• Work with Business Transformation and Customer Succes departments on day-to-day activities and new initiatives
• Assess current processes and provide feedback for continuous improvement
• Prepare sales orders and invoices for review
• Performs other related duties as assigned

SKILLS AND QUALIFICATIONS

• Associate’s degree, Bachelor’s degree preferred
• 1-2 years’ experience with revenue operations, accounts receivable or general accounting
• High degree of attention to detail
• Strong time management and organizational skills
• Proficient Microsoft Office knowledge and skills, including Excel
• Ability to work independently and prioritize tasks
• Experience with Salesforce and/or NetSuite a plus