Invoice Tracking & Management

• Enter invoices accurately into tracking systems and maintain billing accounts.
• Manage tasks and workflows assigned through Asana, Front, and ZenDesk platforms.
• Perform daily cash management duties, including the recording of bank deposits, updating and distribution of cash receipt logs, and posting of cash to the accounts receivable sub-ledger.
• Maintain a portfolio of retailers and provide consistent and detailed updates of account status.
• Streamline the accounts receivable process by identifying areas for performance improvement.

Financial Reporting

• Create and maintain timely AR reporting, providing an accurate status overview on a regular basis.
• Generate weekly reports on credit and accounts receivable data at the account level.
• Maintain accurate internal records and supporting documentation and support internal and external audit processes.

Customer Relations

• Engage with retailers regarding overdue invoices, swiftly resolving any related issues.
• Streamline communication between multiple parties (internal and external).
• Cultivate and enhance relationships with retailers to facilitate streamlined payment processes.
• Provide real-time delivery support if payment issues arise. Cross-Functional Collaboration
• Collaborate effectively with the invoicing and operations departments, as well as with retailers and brands.
• Coordinate closely with the accounting and invoicing teams to address issues related to retailer credit, discounts, and bounced checks.

Risk Management

• Enforce credit controls and risk management practices within the department.
• Keep management and partners informed of potential collection issues early in the process.
• Identify invoices that are likely uncollectible and communicate effectively with internal management.
• Identify strategies to improve client payment cycles including payment plans.

• Bachelor’s degree in a relevant field or equivalent professional experience.
• 1-3 years of experience in lending, customer service, or collections, preferably within the retail or distribution sectors.
• Experience with a previous BPO and/or B2B business preferred; experience providing service to US based start-ups an asset.
• Proficient with Google Suite and Microsoft Office, especially Excel.
• High energy, motivated, and committed with a professional demeanor.
• Thrives in a fast-paced startup environment, adaptable to constant change and comfortable with ambiguity.
• Highly adaptable demeanor and can adjust to changing priorities quickly.
• Low ego, humility, and a hunger and drive for professional growth.
• High level of professionalism, customer-centricity, and skilled in managing challenging conversations requiring a high level of judgment, professionalism, and empathy.
• Ability to work independently and collaboratively in a fast-paced, remote
• environment.
• Enthusiastic about the opportunity to work for a high-growth start-up client.