Client Success & Accounts Receivable (Finance) - Wealthy Recruiting

At Streamline Finance, we specialize in providing expert financial services and consulting to enhance business operations and support growth. We are dedicated to optimizing accounting processes and delivering exceptional financial solutions.

We are looking for a detail-oriented and proactive Client Success/Accounts Receivable Specialist. This role combines accounts receivable duties with a focus on customer success. The ideal candidate will excel in bookkeeping, managing invoices, and collecting payments while ensuring a positive client experience throughout the process. Additionally, this role involves application processing and collaboration with the applications department.

Key Responsibilities:

• Bookkeeping: Maintain accurate financial records and manage bookkeeping tasks.
• Accounts Receivable: Oversee accounts receivable functions, including invoicing, payment collection, and reconciliation.
• Customer Success: Ensure a positive client experience by addressing inquiries and resolving any issues related to invoicing and payments.
• Application Processing: Manage and process client applications, ensuring accuracy and completeness.
• Department Collaboration: Work closely with the applications department to streamline processes and resolve any application-related issues.

Qualifications:

• Proven experience in accounts receivable, bookkeeping, or a related role.
• Strong understanding of financial processes and invoicing procedures.
• Excellent communication and customer service skills.
  • We're strongly looking for the right character and personality.
    
• Ability to handle multiple tasks and manage time effectively.
• Detail-oriented with strong organizational skills.
• Experience with financial software and applications is a plus.

Compensation:

• Base salary of $70,000, plus performance-based incentives.

What We Offer:

• Remote possibilities. 
  
• Opportunity to contribute to a dynamic and growing company.
• Supportive and collaborative work environment.