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The role you'll play:
CB Insights is seeking a motivated AR associate to join our growing Finance team that will help assist in billing & collection operations specific to the AR department. You will monitor accounts daily & taking actions in order to encourage timely payments. Furthermore, you will have the opportunity to collaborate with multiple departments across several tasks integral to client & cross department relationships.
Your main tasks:
- Generate invoices & confirm invoice delivery & acceptance
- Facilitate payment of invoices due by sending bill reminders & contacting clients; track & escalate past due invoices
- Investigate & resolve customer queries
- Complete vendor onboarding tasks (website registration, document completion, etc)
- Catalog & update internal billing records for all clients
- Be a point of contact for the sales team to field general payment & AR related questions
- Update account status & prepare reports on progress of collection activities
- Assist in streamlining our processes & creating standard operating procedures for future workflows
- Help with ad-hoc requests
What you bring to the table:
- BA/BS with 1-3 years related experience in a similar role
- Experience working with Fortune 500 customers & international clients
- Experience with excel, google sheets & familiarity with industry-standard software, such as Intact & Salesforce
- Strong verbal & written communication skills & the ability to handle potential tense interactions with clients & internal teams
- Detail oriented with strong personal accountability
- 5H's: Hard Work, High Standards, Hunger, Helpful & Humility
Whats CB Insights All About:
The CB Insights platform is the smartest way to explore & exploit emerging technologies. We help the worlds leading companies accelerate their digital strategy & transformation with data, not opinion. Our Emerging Technology Insights Platform fuses machine & human intelligence to help you discover & manage your response to emerging technology startups & markets
The Perks:
- Amazing culture that emphasizes Hard Work, High Standards, Hunger, Helpfulness, & Humility. Learn more here
- A newsletter that 650k+ people follow: Sign up here.
- Be Healthy: Health with HSA & FSA options, dental, & vision insurance along with unlimited/take what you need sick day policy
- Plan for the future: 401k with up to 4% match
- Continued Learning: $1,000 yearly continuing education stipend
- Rest & Relax: Competitive vacation & holiday plans
- Refuel: In office daily lunch stipend, unlimited snacks/coffee
#LI-DNI
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