Accounts Receivable Specialist (with Sage 100 Experience) - Freelance, Remote
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Key skills for this role
About the Role
Our client, a U.S.-based company, seeks an experienced Accounts Receivable Specialist with Sage 100 expertise for a freelance remote role.
Key Skills for This Role
Responsibilities
- Prepare and send accurate invoices and monthly billing statements
- Post cash receipts, record customer payments in Sage 100, and code credit card statements when needed
- Maintain aging schedules, reconcile revenue and customer accounts, and keep AR records up to date
- Monitor overdue balances and execute professional, timely follow ups via email and phone
- Research and resolve disputes, short pays, and invoice discrepancies with support from the Collections Manager and internal teams
- Communicate clearly and professionally with customers regarding balances, payments, and billing questions
- Produce AR and customer account reports, including aging, unapplied cash, and reconciliation summaries
- Maintain accurate customer master data (names, addresses, mergers, mailing attention changes)
- Manage executive calendars, schedule meetings, coordinate travel, and organize inboxes
- Prepare correspondence, reports, presentations, agendas, take meeting minutes, and follow up on action items
- Partner with internal teams and the Collections Manager to streamline AR workflows in Sage 100
- Identify gaps in billing, payment posting, and collections processes and propose improvements
Requirements
- 4+ years in Accounts Receivable or strong hands on AR experience within an accounting/bookkeeping role
- 1+ years of hands on experience in Sage 100 (2+ years strongly preferred)
- Excellent verbal and written English communication for professional, customer facing collections and dispute resolution
- Proficiency with Microsoft Excel and Outlook; comfort with ERP/accounting systems
- Demonstrated executive administrative support experience (calendars, meetings, travel, agendas/minutes)
- Computer with at least 8GB RAM, Intel i5/AMD Ryzen 5 or higher
- Internet speed of at least 40MBPS
- Headset with noise cancelling mic and webcam
- Back up computer and internet connection
- Quiet, dedicated workspace at home
Full Job Posting
About the Client
- Our client is a U.S. based, customer centric company with nationwide operations serving both B2B and retail channels.
- They value accuracy, responsiveness, and clear communication across finance and customer facing teams.
- The organization emphasizes long term relationships, operational efficiency, and data driven decision making.
Why does this role exist?
- As the company scales, they need a dedicated Accounts Receivable specialist to ensure timely and accurate invoicing, cash application, and collections while maintaining excellent customer relationships.
- This role strengthens cash flow, reduces aging balances, and improves AR data integrity in Sage 100.
- It also provides critical executive/administrative support to keep leaders organized and focused on growth priorities.
Accounts Receivable Operations
- Prepare and send accurate invoices and monthly billing statements.
- Post cash receipts, record customer payments in Sage 100, and code credit card statements when needed.
- Maintain aging schedules, reconcile revenue and customer accounts, and keep AR records up to date.
Collections and Customer Communication
- Monitor overdue balances and execute professional, timely follow ups via email and phone.
- Research and resolve disputes, short pays, and invoice discrepancies with support from the Collections Manager and internal teams.
- Communicate clearly and professionally with customers regarding balances, payments, and billing questions.
Reporting and Data Integrity
- Produce AR and customer account reports, including aging, unapplied cash, and reconciliation summaries.
- Maintain accurate customer master data (names, addresses, mergers, mailing attention changes).
- Ensure documentation and records are audit ready and aligned with internal controls.
Executive and Administrative Support
- Manage executive calendars, schedule meetings, coordinate travel, and organize inboxes.
- Prepare correspondence, reports, presentations, agendas, take meeting minutes, and follow up on action items.
- Handle sensitive financial and executive information with discretion and confidentiality.
Process Improvement and Collaboration
- Partner with internal teams and the Collections Manager to streamline AR workflows in Sage 100.
- Identify gaps in billing, payment posting, and collections processes and propose improvements.
- Contribute to SOP updates and help maintain consistent service levels.
Required Skills and Experience
- 4+ years in Accounts Receivable or strong hands on AR experience within an accounting/bookkeeping role.
- 1+ years of hands on experience in Sage 100 (2+ years strongly preferred).
- Excellent verbal and written English communication for professional, customer facing collections and dispute resolution.
- Proficiency with Microsoft Excel and Outlook; comfort with ERP/accounting systems.
- Demonstrated executive administrative support experience (calendars, meetings, travel, agendas/minutes).
Your superpowers are...
- Technical: Sage 100 (invoicing, cash application, customer account maintenance), Excel (lookups, pivots, reconciliations), ERP navigation, report generation.
- Communication: Clear, neutral, and professional English via email and phone; tactful, customer first collections.
- Operational excellence: High attention to detail, accuracy in data entry/financial transactions, strong organization and prioritization.
- Problem solving: Investigative mindset for resolving discrepancies, disputes, and payment issues.
- Professionalism and integrity: Handles confidential information discreetly; reliable and consistent follow through.
WFH Set Up
- Computer with at least 8GB RAM, an Intel i5 core processor/AMD Ryzen 5 Processor and up.
- Internet speed of at least 40MBPS.
- Headset with an extended mic that has noise cancellation and a webcam.
- Back up computer and internet connection.
- Quiet, dedicated workspace at home.
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