Accounts Receivable Specialist (Virtual, Fulltime)

WealthCounsel has an exciting opportunity working from home and is seeking a capable and experienced Accounts Receivable individual that will work alongside the Accounting Manager in a team-oriented environment. This vital role will greatly contribute to the company's success. The primary responsibilities of this individual will be reviewing customer contracts, setting up billing schedules, & interfacing directly with customers. 

Key Activities:

• Receive & process new member applications while ensuring completeness.
• Maintain & process contract changes, amendments, suspensions & cancellations, within the Zuora billing system.
• Work directly with members/customers regarding any contract questions & collection issues.
• Maintain record of expiring cards, and follow up as needed
• Process member/customer credit card and ACH payments, invoices, and credit memos within Zuora.
• Administer member referral program, tracking new referrals & application or payment of referral credits.
• Work closely with the Sales and Member Services departments by providing information as requested on new contracts, suspensions, and cancellations.
• Maintain a record of communication with members/customers within Salesforce and Zuora.

Team Development / Leadership:

• Promote a culture of excellence and continuous improvement that values learning and a commitment to quality.
• Strong & effective collaboration with Sales & Member Services while working closely with customers to resolve questions.

Qualifications:

• Demonstrates high moral and ethical standards.
• Ability to pay attention to detail and follow procedures.
• Well-organized and able to collaborate with other team members.
• Strong written and verbal communication skills.
• Sound computer skills, including Excel & Office applications.

Education and Experience:

• Three year's minimum experience in accounts receivable & contract administration.
• Experience with Zuora/Salesforce (desirable).
• Proficiency in Excel.
• Outstanding customer service skills.
• Must be accurate, organized and detail oriented.

BENEFITS

We value our employees' time and efforts. Our commitment to your success is enhanced by our competitive salary and an extensive benefits package including paid time off, paid parental leave, medical /dental / vision benefits, 401K match and future growth opportunities within the company. We also offer up to $50/month gym membership reimbursement.