Sole ownership of the Accounts Receivable function including the following:

• Raise and distribute all sales invoices via Salesforce and Xero including:
  
  
  • New orders
  • Renewals
  • Additional users
• Ensure customer direct debit requests are setup accurately in PaySuite and collected successfully
• Post and allocate customer receipts in Xero
• Maintain a clean and tidy sales ledger at all times
• Follow up and resolve any bounced direct debit requests alongside our Customer Success and Legal teams
• Follow up on delinquent customer debts, ensuring aged balances remain within agreed parameters
• Forecast 13-week cash inflows from customers based on insights gained from customer interactions
• Prepare and present regular reports on accounts receivable ageing, cash collections & any issues
• Generate and distribute customer statements
• Field customer queries via phone and email, providing a high level of customer service
• Build and maintain strong relationships with customers to facilitate timely payments and resolve billing disputes and discrepancies
• Create new customer accounts and maintain the integrity of our customer master data
• Management of the shared accounts inbox ensuring we meet our 48 hour response time SLA
• Maintain deferred income balances by customer and invoice

Process improvements:

• Significant input into the integration of Salesforce with Xero to automate billing activity as far as possible
• Assist with the implementation of ScaleXP to handle our deferred income balances
• Design and implement a customer onboarding / change process including credit checks and negotiation of payment terms
• Continuously striving for incremental improvements in existing processes to be best in class

Finance

• A minimum of 6 years Accounts Receivable experience showing career progression to a senior level in that time
• Able to demonstrate the ability to identify and make meaningful changes to O2C processes and roll these out across a business
• A focus on providing great customer service and communication to internal & external stakeholders
• A desire to take ownership of tasks and see them through to completion
• Ability to prioritise your workload and be organised
• A deadline driven mentality

Systems Experience (desired but not essential):

• Xero
• Salesforce
• Excel