Accounts Receivable Specialist

A LITTLE BIT ABOUT Boldr

• Boldr is the first global B-Corp dedicated to delivering world-class Client experiences while creating access to dignified, meaningful work in communities around the world.
• We are a global team, united by our desire to connect diverse people with common values for boldr impact. 

LET’S START WITH OUR VALUES

• Meaningful connections start with AUTHENTICITY
• We do our best work by being CURIOUS
• We grow by remaining DYNAMIC
• Our success combines AMBITIOUS VISION with OPERATIONAL EXCELLENCE 
• At the heart of great partnerships we’ll always find EMPATHY

WHAT IS YOUR ROLE

As a Senior Accounts Receivable Specialist  your responsibilities and duties include processing customer payments and applying cash accurately across multiple channels to keep our accounts receivable records current. In this position, you will be the subject matter expert in cash application workflows and payment matching in our ERP system. Your meticulous attention to detail and strong analytical skills will be critical to maintaining data integrity and supporting timely month-end closes during our period of hypergrowth. This is an excellent opportunity for someone who thrives on precision work and enjoys solving complex payment-matching problems.

WHY DO WE WANT YOU

We are currently looking for impact-driven individuals who are passionate about helping Boldr grow and achieve our Purpose. We expect our Team to become our ultimate partners to success by always giving their 110% in everything, sharing their talents and quirks, and championing our core values: Curious, Dynamic and Authentic.

WHAT WILL YOU DO

Payment Processing & Cash Application

• Process customer payments received through multiple channels (ACH, wire transfer, credit card, check) with high accuracy and timeliness
• Apply cash to open invoices in the ERP system, matching payments to appropriate customer accounts and invoices
• Apply cash to open invoices in the ERP system, matching payments to appropriate customer accounts and invoices
• Research and resolve payment discrepancies, partial payments, overpayments, and unapplied cash within defined timeframes

• Investigate payment exceptions and work with banking partners to resolve payment processing issues
• Coordinate with customers to clarify payment intent when payment references are unclear or incomplete
• Maintain detailed documentation of all payment applications and exception handling in the ERP system

Dispute & Adjustment Management

• Research and resolve billing disputes related to payment application or account discrepancies
• Process credit memos, manual adjustments, and refunds in the ERP system with proper authorization and documentation
• Investigate root causes of common payment and application errors
• Provide recommendations to reduce payment discrepancies and improve first-time accuracy

Reporting & Analysis

• Prepare daily and weekly cash application reports
• Generate exception reports identifying unapplied cash and unmatched payments
• Analyze payment application trends and metrics to identify process improvements
• Provide ad-hoc analysis on aging, payment patterns, and account status as requested by management
• Support cash forecasting efforts by providing accurate cash application data

ERP System & Process Management

• Serve as a power user of the ERP system for the cash application module
• Identify system configurations and process optimization opportunities to improve efficiency
• Support implementation of cash application automation tools and collection platforms
• Participate in training and process improvement initiatives

Requirements

WHAT WE’LL LIKE ABOUT YOU

 YOU ARE…

• Curious and authentic, just like us! #beboldr 
• An analytical and critical thinker, with an eye for even the most minute of details

• Passionate about client satisfaction.
• Proactive and self-motivated
• Strongly interested in learning new ideas, processes, and unique requirements. On top of that, you’re willing to share your skills and talents with the team. 
• Able to handle and prioritize multiple tasks and meet deadlines.
• Highly self-motivated and can work with minimal supervision.
• Able to maintain confidentiality and exercise extreme discretion.
• Honest and Trustworthy.
• Able to adapt to change and learn quickly.
• You are able to work onsite full time
• You are able to adapt to schedule changes (Primary schedule follows US business hour, but schedule may change depending on operational needs)

YOU HAVE…

• Bachelor's degree in Accounting, Finance, Business Administration, or related field
• 3+ years of experience in accounts receivable, collections, or related finance role within

a SaaS company, preferably a fast growth tech company

• Strong understanding of AR processes including cash application, collections, and

dispute resolution

• Excellent verbal and written communication skills with the ability to interact professionally
• with customers at all levels
• Experience with ERP systems (Workday, NetSuite, SAP, or similar)
• Proficiency in Microsoft Excel including pivot tables, VLOOKUP, and data analysis
• Demonstrated ability to manage high-volume workload while maintaining accuracy and
• attention to detail
• Strong problem-solving skills with a customer-service mindset
• Ability to work independently and collaboratively in a fast-paced environment
• Experience in B2B
• Experience in a SaaS or technology company environment
• Experience with collection automation platforms (Tesorio, HighRadius, or similar)
• Familiarity with credit risk assessment and credit management processes
• Experience working in a high-growth or hypergrowth company
• Bilingual capabilities are a plus

SALARY RANGE

• Monthly 5130.00- 6400.00 Canadian Dollars