Note: The job is a remote job and is open to candidates in USA. Ontra is a leader in AI-powered solutions for the private markets, automating critical workflows across the fund lifecycle. They are seeking an Accounts Receivable Associate to serve as the liaison between the Finance & Accounting function and customers, responsible for managing billing processes and resolving complex billing issues.
Responsibilities
- Invoicing: accurately and efficiently prepare invoices in compliance with client guidelines to facilitate prompt payment
- Collections: proactively monitor delinquent accounts and contact customers to discuss overdue balances
- Customer Outreach: communicate with customers to resolve any billing or payment inquiries in a timely and professional manner
- Internal Coordination: collaborate with Customer Success to ensure timely delivery of customer invoices and collaborate to resolve billing issues related to invoices and delinquent accounts
- Inbox Management: maintain an organized inbox and utilize internal ticketing system to respond to customer inquiries with a sense of ownership and urgency
- Data Integrity: maintain up-to-date customer information records and billing contacts
- Cash Application: develop an understanding of Ontra’s cash application process to investigate unallocated funds and ensure AR balances are accurate across systems
Skills
- 1+ years of professional experience; knowledge of billing, collections, and accounts receivable preferred
- Understanding of order-to-cash processes, aging reports, and foreign exchange rates
- Takes time and effort to avoid errors and consistently delivers accurate work product
- Can shift between multiple priorities without losing accuracy or momentum, and see tasks to completion in a timely manner
- Proven ability to interact with clients in a positive, professional manner and proactively resolve customer issues related to invoicing and collections
- Ability to communicate clearly and professionally, both internally and externally, in a variety of formats (written and verbal)
- Working knowledge of pivot tables, vlookup, generating reports and manipulating data
- Experience with or interest in learning common accounting and billing software platforms (e.g., NetSuite or BillingPlatform)
Benefits
- Remote-first by design, with regular in-person gatherings and hub spaces in NYC, Santa Barbara, and London
- Twice yearly team offsites for in-person collaboration
- Paid flexible time off policy
- Paid parental leave and benefits
- Employer-supported retirement contributions, varying by country
- Monthly phone and internet reimbursement
- Pick Your Perk stipend to spend on what matters most to you, from well-being and gym memberships, to home office setup, student loans, pet care, and more
- Company-sponsored LinkedIn Learning accounts, department budgets for professional development, and robust onboarding program
- Various options for medical, dental, and vision insurance
Company Overview
Ontra automates legal workflows with AI for contract and compliance management. It was founded in 2014, and is headquartered in San Francisco, California, USA, with a workforce of 201-500 employees. Its website is https://www.ontra.ai.