Accounts Receivable Specialist

Summary / Position Purpose:

The Accounts Receivable Specialist is responsible for the incoming payment transactions and the collection of the outstanding accounts receivable for our customers. This position handles customer service issues by interacting with the customers and internal department teams to manage the accounts receivable processes. Acts as a point of contact for our customers, maintaining a positive image and providing customer-obsessed service.

Essential Duties, Functions and/or Responsibilities:

• Submit invoices through customer portals (Ariba, Coupa, Taulia, Transcepta, etc.) ensuring compliance with customer requirements
• Monitor invoice status, approvals, and rejections within portals and follow up as needed
• Troubleshoot and resolve portal exceptions (PO mismatch, missing fields, login issues, rejections)
• Work daily exception and success reports (e.g., Billtrust or portal exports)
• Perform invoice reconciliation against ERP and customer portal records
• Collaborate with Sales, Customer Service, and AP contacts to resolve billing discrepancies
• Maintain portal account setups, login credentials, and documentation
• Generate reporting on portal billing activity and outstanding invoice status
• Support collections team by confirming invoice delivery and approval status
• Indirectly responsible for product quality
• Other duties as assigned

Education and/or Work Experience Requirements: 

• High school diploma or GED required.
• Associates/Bachelor’s degree in related field preferred, but not required.
• 2 years accounts receivable and general accounting procedures experience required
• Hands-on experience with Ariba, Coupa, Taulia, Transcepta, or other supplier portals
• Experience with ERP billing automation tools (e.g., Bill trust) preferred
• Strong Excel and reconciliation skills
• Customer service experience required, excellent verbal and written communication
• Prior experience working with Excel spreadsheets, internet applications and various systems
• Strong organizational skills and ability to meet deadlines and prioritize responsibilities
• Excellent computer skills using Excel proficient, Word, email, Sage 100 a plus 
• Strong problem-solving and research skills, ability to multi-task 
• Experience working in a fast-paced, team environment, and positive attitude

Physical Requirements:

• Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards. 
• Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state, and local standards.

This position requires applicants to be authorized to work in the US without sponsorship; TestEquity does not sponsor applicants for work visas. 

TestEquity provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.