Actionstep is a pioneer in the development and sale of software-as-a-service (SaaS) products, specializing in the delivery of Legal Practice Management software. We are a fast growing, dynamic business with a global customer base of more the 4500 and a team of over 240 in the USA, Australia, UK, Canada and New Zealand.
The Finance Team is responsible for delivering accurate, timely, and expert financial and accounting services that enable the business to make informed decisions. The team ensures strong financial governance, effective risk management, and full compliance with all regulatory requirements.
The Accounts Receivable Specialist is responsible for the full lifecycle of accounts receivable activities, from invoice generation through to cash collection, reconciliation, and reporting. This role ensures financial data is captured accurately and timely, customer accounts are well maintained, and outstanding debts are recovered promptly and professionally.

EXPERIENCE & QUALIFICATIONS:

Essential:

• Experience in Accounts Receivable or similar role.
• Excellent customer service skills, with a polite, tactful, and firm manner.
• Confidence, professionalism, and perseverance.
• Strong Microsoft Excel skills.
• Excellent written and verbal communication skills, both face to face and over the phone.
• Confident, approachable, and professional manner.
• Resilience and drive to deliver brilliant service.
• Questioning approach and use of own initiative.
• Excellent attention to detail.
• Ability to manage their own workload, prioritise and work well under pressure.

Desirable:

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field.
• Experience in NetSuite.

Personal Skills, Attributes & Behavioural Competencies:

• Ability to work in both team and individual capacities.
• Ability to manage multiple streams of work effectively.
• Ability to manage your daily workload through best practice time management techniques.
• Great communication and interpersonal skills.
• Passionate about teamwork and collaboration.

Other:

• Relevant Employment and Background Checks

THE PURPOSE OF YOUR ROLE

The Accounts Receivable Specialist plays a critical role in maintaining the financial stability and cash flow of the organisation. By managing invoicing, receivables, reconciliations, and collections, the role contributes to minimising bad debts, maintaining strong customer relationships, and supporting the profitability and financial health of the business.

WHAT YOU WILL BE DOING

In this role, you will…

• Work on aged debt and implement strategies to manage overdue payments and minimise debt exposure.
• Maintain regular contact with customers, sending reminder letters, and proactively contact and follow up on outstanding balances.
• Manage the accounts inbox, dealing with all queries, and capture all relevant information in financial systems.
• Respond to the clients and internal stakeholders resolving their queries promptly and efficiently.
• Take ownership of end-to-end account receivable activities including receipting customer payments for all entities.
• Generate and issue accurate and timely invoices in accordance with agreed billing schedules or customer contracts.
• Prepare consolidated monthly billing spreadsheet to support specific accounts.
• Investigate disputes/customer issues and processing credit notes as required.
• Manage and resolve issues that are identified during contact with the customers to ensure prompt collection of outstanding amounts.
• Assess delinquent customer accounts and work on bad debts to be written off.
• Perform regular account reconciliations, ensuring all customer payments and credits are correctly applied.
• Maintain customer records, including contact details, billing preferences, and credit limits.
• Prepare AR reports and provide regular updates on aged debt, cash collections, and risk accounts to relevant stakeholders.
• Support the month-end close process by ensuring all AR transactions are accurately recorded and reconciled.

Other Responsibilities

• Assist with continuous improvement of systems, controls and working practices.
• Develop and maintain an awareness of applicable tax regulations across all entities.
• Liaise closely with the Sales and Support Team.
• Undertake any other reasonable duties as required.

Relationship Management:

• Build and maintain strong working relationships with all internal and external parties ensuring transparent, proactive and effective communication always.
• Attend and proactively contribute to customer, partner and internal meetings with the view to add value in a constructive manner.

Professional Development:

• Actively looking to build own career through delivery of self and assisted professional development initiatives.
• Being a thought leader both within Actionstep but also in the wider industry.
• Staying abreast of industry best practice patterns, products and technologies and assisting in process improvement activities as required.

Continuous Improvement:

• Proactive in identifying and participating in the continuous improvement of processes and procedures within the Finance Team.
• Actively contribute to the development and maintenance of a strong department culture ensuring knowledge and experience is shared.

Health & Safety:

• Assume responsibility for your own and others safety and wellbeing, following all safety and wellbeing procedures and instructions, including reporting hazards, incidents and accidents and participating in safety and wellbeing initiatives and programmes as required.