Accounts Receivable Specialist

Who We Are

Progressive Dental Marketing is a full-service marketing firm specializing in marketing, advertising, and coaching services for dental clinicians around the world. We take pride in our team’s dedication to excellence, our clients’ success, and the lasting impact we make on patients’ lives.

Who We’re Looking For

We’re seeking a detail-oriented Accounts Receivable Specialist to join our dynamic finance team. This role is ideal for someone who enjoys working with data, systems, and processes to ensure accurate billing, revenue recognition, and client account management. You’ll collaborate closely with both the sales and accounting teams to keep operations running smoothly and efficiently.

What You’ll Do

• Enter and update marketing forms, sales orders, and client data accurately in NetSuite ERP and Salesforce CRM.
• Create and maintain new customer accounts and ensure all related information is current and complete.
• Process invoices, payments, billing adjustments, and credits in alignment with company policies.
• Assist with revenue recognition schedules, ensuring accuracy and compliance with company guidelines and accounting standards.
• Monitor client account activity, including billing pauses, renewals, and payment status.
• Collaborate with sales, operations, and finance to resolve discrepancies and support account accuracy.
• Perform daily reconciliations, reporting, and assist with month-end close activities.
• Maintain organized and compliant records of billing, collections, and revenue entries.
• Use Microsoft Excel for reporting, data analysis, and account tracking (VLOOKUPs and formulas).
• Identify opportunities to streamline processes and improve efficiency across systems and workflows.

What You Bring

• Proficiency with NetSuite ERP, Salesforce CRM, and Microsoft Excel (including formulas, pivot tables, and VLOOKUPs).
• Strong attention to detail and accuracy in data entry and financial documentation.
• Understanding of revenue recognition principles and accrual vs. cash accounting.
• Excellent time management, organizational, and communication skills.
• Ability to adapt quickly in a fast-paced, team-oriented environment.
• Prior experience in accounts receivable, accounting, or finance preferred.

Why Join Us

At Progressive Dental, we believe in growth—both for our clients and our team. You’ll join a collaborative, energetic workplace that values innovation, accountability, and career development. Every day, your work will contribute directly to the success of our clients and the company as a whole.