Accounts Receivable / Collections Specialist

About Crunchbase

Crunchbase is a predictive solution that provides intelligence on private companies, powered by the unique combination of live private company data, AI, and market activity from over 80 million users. We predict private market movements that matter to help investors, dealmakers, and analysts make the right decisions.

We are committed to fostering a positive, diverse, and inclusive culture by hiring for potential and embracing individuals with diverse perspectives, backgrounds, experiences, and skill sets. We value transparency and openness, believing that an inclusive environment strengthens our teams and enhances our products.

Crunchbase has a remote-first approach, and is open to hiring in residents of these states: California, Colorado, Illinois, Florida, Georgia, Massachusetts, Nevada, New Jersey, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Texas, Virginia, Washington, and Maine.

Our inclusive remote-first culture, generous PTO policies, competitive pay, and employee wellness benefits set us apart!

About the Finance Team: 

The Finance Team at Crunchbase is dedicated to maintaining the company’s financial health and overseeing general accounting procedures. The Collections & Accounts Receivable Specialist will require an individual who is detail-oriented, organized, enjoys working with data, and is comfortable communicating with customers, vendors, and cross-functional partners. The role requires a strong balance of accuracy, persistence, and customer service skills to ensure timely collections and proper account reconciliation.

• Manage Accounts Receivable aging to ensure customers are paying timely, escalate to collections agency if needed and record bad debt expense when deemed uncollectible.
• Accurately input invoice and transaction details from Salesforce into Maxio (billing system), generate and distribute timely customer invoices, and confirm all information reflects correct payment terms, billing contacts, contract details, and other customer account details.
• Sending cadence templates to customers in the billing platform for open invoices 
• Assist in preparing demand letters by accurately completing standardized template and ensuring timely delivery to customers
• Conduct collection calls and email correspondence with customers in a professional and service-oriented manner.
• Assist with investigating and resolving discrepancies related to payments, invoices, and account balances.
• Maintain detailed, organized records of collection activity and customer interactions.
• Prepare weekly, and monthly AR and collections reports for Finance leadership.
• Support the month-end close process by reconciling AR accounts and ensuring accuracy of records.
• Collaborate with internal teams (Sales, Business Development, and Customer Success, Accounting) to escalate and resolve billing issues and ensure positive customer experiences.
• Participate in annual financial accounting audit, ensuring our processes are setup to capture and maintain a set of “audit proof” evidence that supports the delivery of each performance obligation to substantiate revenue recognition
• Collaborate with the Finance team to review process improvements through the use of AI tools, software and policies.

• Bachelor’s degree in Accounting, Finance, or a related discipline preferred.
• 3+ years experience in Accounting with a focus on Revenue and Accounts Receivable. 
• Receivables, Invoicing, and Cash Collections experience at a start-up or high-tech SaaS company is a plus.
• Experience with NetSuite preferred.
• Experience with SaasOptics/Maxio is a plus.
• Proficiency in Microsoft Excel/Google Sheets and experience with accounting/ERP systems (NetSuite, QuickBooks, or similar).