Accounts Receivable Specialist (Finance)

Role summary:

Own the collection of provider fees (service/platform/RCM fees) from provider clients. You’ll manage an A/R portfolio, drive proactive outreach via email and phone, resolve billing issues, set up payment methods and plans, and keep impeccable records—reducing DSO and past-due balances while providing a professional, brand-positive experience.

Collections & Outreach:

• Work a daily queue of past-due accounts; execute a consistent email and call cadence.
• Negotiate commitments and payment plans; follow up on promises-to-pay and failed/expired payment methods.
• Document every touchpoint, commitment, and dispute in the A/R system/CRM with clear next steps.
• Escalate when needed (e.g., dispute aging, non-responsive accounts) per policy.

Issue Resolution & Cross-functional:

• Investigate billing discrepancies, credits, and adjustments; coordinate with RCM Operations/Client Success/RevOps as needed.
• Keep a clean audit trail (P.O.s, contracts, rate tables, approvals) supporting each balance.

Reporting & KPIs:

• Maintain accurate A/R aging, notes, and next-action dates.
• Provide weekly cash collections updates and forecast by account.
• Track outreach productivity (meaningful touches/day), promise-to-pay kept rate, and dispute cycle time.

Required:

• At least 2+ years in B2B end-to-end accounts receivable process, collections or accounting.
• Fluent English—clear phone presence and concise, persuasive email writing.
• Working knowledge of A/R principles (invoicing, credits/adjustments, cash app, aging).

• Proficiency with spreadsheets (lookups, pivots) and an A/R/ERP system plus a CRM or ticketing tool.
• Experience with systems like NetSuite/Intacct/QuickBooks, and a CRM (e.g., HubSpot/Salesforce).
• Healthcare industry experience is required for this accounts receivable role.
• Organized, persistent, and comfortable holding firm timelines while remaining customer-centric.
• Familiarity with payment processors (ACH/CC), dunning automation, and portals.