United States onlyActionstep 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 and team. Headquartered in Auckland, New Zealand, with team members in the United Kingdom, Canada, United States, and Australia, we are dedicated to helping thousands of lawyers worldwide run highly successful legal practices. Based in North America, you will have proven experience in the accounting or finance industries. You will be a strategic and supportive partner for our customers in this exciting opportunity. As a tenacious and empathetic expert, you will proactively engage in the day-to-day management of your accounts, including strategic account planning and customer success issue resolution. Reporting to the Controller, you will be responsible for developing and maintaining existing and new customer relationships while ensuring the timely and accurate processing of incoming payments. You will lead customers to full adoption of our financial processes, maintaining a focus on customer success and satisfaction. We are looking for someone who is customer-focused, social, and analytical. You will possess an aptitude for learning and using new software and be someone who can communicate clearly and effectively. This is a chance to make an impact in a successful cloud-based technology business.
What You Will Do:
- Working on aged debt and implement strategies to manage overdue payments and minimise debt exposure.
- Maintaining regular contact with customers, sending reminder letters, and proactively contacting to follow up on
outstanding balances.
- Managing the accounts inbox, dealing with all queries, and capturing all relevant information in financial systems.
- Responding to the clients and internal stakeholders resolving their queries promptly and efficiently.
- Taking ownership of end-to-end account receivable activities including receipting customer payments for all entities.
- Preparing consolidated monthly billing spreadsheet to support specific accounts.
- Investigating disputes/customer issues and processing credit notes as required.
- Managing and resolving issues that are identified during contact with the customers to ensure prompt collection of
outstanding amounts.
- Assessing delinquent customer accounts and work on bad debts to be written off.
Who You Are:
Communicator: You will be working with many different people across the organization, at times of high pressure. Your communication capabilities are vital to ensure your stakeholders are bought into the work we do together, understand complex processes and work effectively with you.
Collaborator: In Finance, we work across many different teams in the organisation, often at times of pressure. Working in collaboration means understanding the needs of the people you are working with, and ensuring they understand your needs. It requires a joint commitment which you need to broker to ensure that we get the job done and achieve the outcomes we need.
Relationship Manager: Building and maintaining effective cross-organizational working relationships as a business partner will underpin your success. Relationship management requires a strong understanding of the roles your stakeholders are playing, and the ability to ensure they commit to the processes we are jointly working through.
Analytical Problem Solver: You will face bumps in the road every day, situations we have not faced before. You will need to be comfortable working with colleagues to find options and be able to facilitate across teams to agree solutions.
Requirements
What you need to know and what will make you successful!
- 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, prioritize and work well under pressure.
· Suitable Background Check
Benefits
We offer a fantastic and inspirational working environment!
· Flexible working.
- We are a team, we trust each other and we believe our best work happens when life & work is in good balance.
· Wear what you like to work.
· Take your birthday off.
- Socials and team building events, remote and in person.
· Relaxed and friendly team.
- Fantastic training and development opportunities.
Canada only
