This role is responsible for performing collections activities for approximately 1,000 orders a month (subscription, software license, and training), with a primary objective of driving timely cash collection, reducing bad debt, and limiting “free use” of Articulates’ products. The ideal candidate proactively escalates and communicates any collection issues or trends that could be a risk to the financials and drives daily cross-functional communication and interaction as needed throughout the collections process. You will also prepare concise reports highlighting the overall status of AR Trade, DSO and collection issues and will present to Management monthly. The role will also serve as back-up for processing and applying cash receipts, and other AR-related special projects as needed. You will work accurately and independently and are able to effectively communicate and negotiate with customers to ensure on-time payment. You will prepare and communicate high level analysis, and work on cross-functional teams to collaborate and resolve collections issues.
What you’ll do:
- Manage the collections process across all products to drive timely resolution of collections issues.
- Manage a shared email box and communicate with customers daily.
- Analyze information from multiple data sources to assess risk/reward of non-payment vs. deactivation and monitor cross-functional solution to completion.
- Prepare and present the monthly AR Summary to Management highlighting Aging roll-forward, at-risk accounts, DSO, and other metrics as requested.
- Prepare month-end Account Reconciliations to ensure all cash receipts and bad debt are accurately accounted for and deadlines are met.
- Lead special projects as needed to keep AR Aging “clean” including, but not limited to following up with Customers for Tax Exemption Certificates
- You will provide Customer statements upon request
- You will participate in audit testing as necessary.
What you should have:
- Progressive experience in receivables/collections – background with SaaS subscription billings & revenue helpful.
- B.A. in accounting and/or equivalent work experience.
- Firm understanding of order to invoice/cash in a high tech – SaaS environment.
- Excellent judgment and problem-solving skills that drive “ownership” approach
- Outstanding written, oral, and interpersonal communication skills – drives collaborative thought, partnership, and teamwork.
- Advanced Excel skills (able to create pivot tables, VLOOKUP for large data sets).
- Adept at balance sheet reconciliations specifically A/R Rollforward, DSO and collections/aging analysis
- Mindset that focuses on continuous improvement/process streamlining – driven towards proactive solutions versus reactive.
- CRM systems experience – i.e. Salesforce, Chargebee
- Experience with cloud-based accounting and transactional systems – Intacct, Stripe and, Authorize.net.
The pay range for this position is $66,400 to $99,600 for all US locations. Articulate takes into consideration a wide range of factors that are utilized in making compensation decisions including, but not limited to, skill sets, experience and training, licensure and certifications, qualifications and education, and other business and organizational needs. This position is also bonus eligible. Articulate also offers a robust suite of benefits.
About us
Articulate Global, LLC, is the leading SaaS provider of creator platforms for online workplace training. Founded by Adam Schwartz in 2002, Articulate provides creator tools and services that make it simple for enterprises and SMBs to develop, deliver, and analyze online workplace training that’s engaging and effective.
Increasingly, organizations must reskill employees for ever-changing remote and hybrid work environments, create learning cultures that attract and retain employees in a tight labor market, and use training to build more equitable, empowering, and engaging workplaces. Articulate helps organizations address these critical business needs with its creator platform for workplace training. Articulate 360—a suite of creator tools for online courses—was named the 7th most-loved product in the world by TrustRadius in 2021. And Rise—an all-in-one online training system that makes online training easy to create, enjoyable to take, and simple to manage—is the first creator platform for SMBs and departments within the enterprise. Articulate has more than 118,000 customers in 170 countries and counts all 100 of the Fortune 100 companies as customers.
Named one of Inc. Magazine’s Best Workplaces 2022 and a leader in building a human-centered organization, Articulate is guided by a commitment to provide the best value to customers, do right by employees, and create an equitable, empowering workplace for all. As a human-centered organization, we honor people’s humanity knowing that each person’s unique history, vulnerabilities, and social location inform how we show up with one another. We embrace our connectedness, aware that what we do and say impacts others. We give each other grace because we are all works in progress, learning and evolving every day. And we take responsibility for ourselves and are serious about our accountability to each other. In all we do, we strive to create an equitable, sustainable, and empowering workplace while we drive results for the business and make a positive impact in the world. APPLY HERE