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CB Insights // tracking private companies
Sales, Full Time    New York    Posted: Saturday, January 09, 2021
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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


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