应收账款与账单专员
Accounts Receivable & Billing Specialist
职位概述
我们正在寻找一位注重细节的应收账款与账单专员，加入我们的远程团队，全职工作。该职位主要负责应收账款（约80%）和部分账单功能（约20%），但根据人员配置需求，比例可能会有所变化。例如，如果团队成员休带薪假，该员工可能需要临时承担全部应收账款或全部账单职责，直到该员工返回。
主要职责
应收账款
• 从QuickBooks Online中提取并审核有逾期余额客户的应收账款信息和对账单（SOA）
• 监控应收账款账龄，并通过Microsoft Outlook主动跟进未结发票的客户
• 及时且专业地将更新后的SOA和账龄报告发送给客户
• 处理并应用收到的付款，确保账户准确且及时更新
• 标记过期或高风险账户并向上级汇报，必要时协助升级处理
账单
• 在Crown（公司运输管理及账单软件）中审核并完成发票费用
• 通过Crown将发票发送给客户
• 准备已开票工作的Excel报表以上传至QuickBooks Online（需与Honie协调）
• 通过Microsoft Outlook与客户沟通已完成工作的账单信息
• 保持准确且有条理的账单记录
注意：职责不限于上述内容。
软件与工具
QuickBooks Online（QBO）
主要用于提取有逾期余额客户的应收账款信息和对账单（SOA）。使用相对简单，可以培训。
Microsoft Outlook
用于联系客户、跟进逾期账款以及提供已完成工作的账单信息的主要沟通工具。
Crown
运输管理及账单软件。职责包括审核并完成发票费用、将发票发送给客户，以及准备已开票工作的Excel报表以上传至QBO。具有Crown经验是重要优势，因为这是该职位中最专业的平台。
Microsoft Excel
用于准备已开票工作的报表以上传至QuickBooks Online。
要求
• 具有应收账款、账单或催收方面的实际工作经验
• 对细节高度关注
查看英文原文
Role Overview
We’re looking for a detail-oriented Accounts Receivable & Billing Specialist to join our remote team on a full-time basis. This role focuses primarily on Accounts Receivable (approximately 80%) and partial Billing functions (approximately 20%), though this split may fluctuate based on staffing needs. For example, if a team member is on PTO, this individual may be required to temporarily take on full AR or full Billing responsibilities until that employee returns.
Key Responsibilities
Accounts Receivable
• Pull and review Accounts Receivable information and Statements of Account (SOA) in QuickBooks Online for customers with past due balances
• Monitor AR aging and proactively follow up with customers on outstanding invoices via Microsoft Outlook
• Send updated SOAs and aging reports to customers in a timely and professional manner
• Process and apply incoming payments, keeping accounts accurate and current
• Flag aged or high-risk accounts to management and support escalation as needed
Billing
• Review and complete invoice charges in Crown, the company’s transportation management and billing software
• Send invoices to customers through Crown
• Prepare Excel reports of invoiced jobs for upload into QuickBooks Online (coordinating with Honie)
• Communicate with customers regarding billing information for completed jobs via Microsoft Outlook
• Maintain accurate and organised billing records
Note: Responsibilities are not limited to those listed above.
Software & Tools
QuickBooks Online (QBO)
Primarily used to extract Accounts Receivable information and Statements of Account (SOA) for customers with past due balances. Use is relatively limited and can be taught.
Microsoft Outlook
Primary communication tool for contacting customers regarding outstanding invoices, following up on past due accounts, and providing billing information for completed jobs.
Crown
Transportation management and billing software. Responsibilities include reviewing and completing invoice charges, sending invoices to customers, and preparing Excel reports of invoiced jobs for QBO upload. Experience with Crown is a significant advantage, as it is the most specialised platform in this role.
Microsoft Excel
Used to prepare invoiced job reports for upload into QuickBooks Online.
Requirements
• Proven experience in accounts receivable, billing, or collections
• Strong attention to detail and accuracy when working with financial data and documentation
• Confident, professional written communication skills for client-facing follow-ups
• Comfortable working independently in a fast-paced, deadline-driven remote environment
• Reliable internet connection and a quiet, dedicated remote working setup
• Availability to temporarily expand scope and cover full AR or Billing functions during team absences
Nice to Have
• Experience with Crown transportation management software (considered a significant advantage)
• Background in freight, logistics, or import/export billing
• Familiarity with bonded cargo, MAWB/HAWB documentation, or customs-related charges
• Prior experience working with US-based clients in an EST-aligned shift
Schedule & Logistics
• Schedule: Full-time, remote
• Time zone: EST alignment required
• Start date: Immediate / as soon as a suitable candidate is identified
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