Accounts Receivable Specialist

About LawToolBox

LawToolBox is on a mission to transform the way legal professionals practice law.

We are a LegalTech SaaS company pioneering AI for legal, creating a secure, connected command center for law firms, corporate legal departments, and government agencies. We bring AI to where attorneys work, helping them think through strategic next steps so their clients get better outcomes.

Our platform gives attorneys something they've never had before: matter-specific AI that understands their work. It surfaces insights from Outlook threads, co-authored Word documents, and Teams and Zoom transcripts so lawyers can get up to speed fast, work smarter, and focus on the work with the biggest impact.

Highlights

• First legal app to be certified for Microsoft Copilot in 2023
• Deployed globally in Microsoft Innovation Hubs as M365 Copilot for Legal
• 1st Place, SharePoint Integration – Best SharePoint Solution
• 2nd Place, App for Teams – Best Office Integration

Where We Work

We’re hybrid workers, spending 2 days a week at a vibrant co-working space 20 minutes south of downtown Denver just steps from the Arapahoe light-rail station.

About the Role:

As our Billing & Accounts Recievables Specialist, you're the financial backbone of the customer support team. You own the full billing lifecycle, from the moment a new customer's first invoice is generated through every renewal and transition, and you're responsible for ensuring every transaction is accurate, every communication is timely, and every customer leaves an interaction feeling fairly treated.

You'll work closely with Finance on reconciliation and reporting, and partner with CS and AEs to retain and strengthen customer relationships at every stage. This is a senior role that requires independent judgment, cross-functional influence, and a proactive approach to process improvement.

What You'll Do:

New Customer Invoicing: Process and verify invoices for new customer accounts, ensuring correct plan tier, billing cycle, payment method, and tax treatment are applied from day one. Coordinate with Sales and CS on deal terms that affect billing setup, and proactively identify setup issues before they become customer-facing problems.

Dunning & Collections: Own the dunning workflow end-to-end, monitor failed payments, execute retry sequences, send dunning communications at each stage, and work directly with customers to resolve payment issues before accounts lapse.

Prorated Adjustments (Seat & User Changes): Ensure adjustments are reflected accurately in the next invoice and communicated clearly to the customer. Own the documentation and consistency of proration logic across account types.

Partner Invoice Auditing: Review and reconcile partner-sourced invoices for accuracy, catching discrepancies in seat counts, billing periods, or contracted rates before they reach Finance.

Billing Reports: Generate and distribute regular billing reports for leadership, including MRR changes, overdue balances, refund activity, and churn-related billing events. Flag anomalies, surface trends, and bring actionable insights to leadership rather than simply reporting the numbers.

Adjustments & Offboarding: When a customer requests a billing adjustment or chooses to offboard, craft creative offers for internal review that demonstrates a loyalty-first mindset. The goal is to ensure every customer who offboards does so feeling valued, and every customer who stays does so with renewed confidence. Handle each situation with care, speed and where appropriate, set the stage for referrals and resubscription when their circumstances change.

What We're Looking For:

• 3 years in a billing or AR role with a desire to own the billing process for the company

• Deep hands-on experience with subscription payment processing platforms (such as Stripe, Recurly, or similar)

• Advanced Excel skills; comfort with complex reconciliations

• Expert-level understanding of subscription billing concepts: proration, billing cycles, dunning strategy, MRR/ARR

• Proven ability to manage competing priorities with minimal oversight in a fast-moving environment

• Strong written communication; able to translate complex billing situations into clear, confident customer-facing language that builds trust

• A track record of balancing revenue protection with genuine customer care, and proposing solutions that serve both

• Experience pulling, interpreting, and presenting billing reports

Nice to Have:

• Experience working with SaaS or subscription-based billing
• Experience with a CRM (Salesforce or other)
• Familiarity with SaaS churn metrics, retention playbooks, and customer lifecycle strategy
• Experience building or improving billing processes from the ground up

Team Culture

Our technology is second only to our people. Our Team events are imagined, organized, and led by new hires. Team building is core to who we are and what makes our culture. Get a front row seat to an industry leading company that is paving the way for SaaS based companies that can scale and rapidly grow.

We invest in people and help them build on their strengths, provide leadership opportunities partnering with leading SaaS companies and technology giants like Microsoft. We provide a career path to develop core skills needed to be an effective leader. Our entrepreneur’s mindset provides a place where everyone can own their career path.