a.k.a. AR Coordinator, Collections Specialist, Billing Specialist

The Accounts Receivable Specialist

Owns getting invoices paid and keeping AR current.

The seat at a glance

Department

Finance

Works from

Office

Pay

$38k-55k

In the software

daily

The tools we built for them

Products for the Accounts Receivable Specialist.

Each one saves the accounts receivable specialist a few hours a week and a lot of friction.

Who they are

Where the accounts receivable specialist runs the day from the desk.

Owns getting invoices paid and keeping AR current.

Software relationship: daily

Goals · what “good” looks like

  • ▸DSO improving quarter over quarter
  • ▸Less than 10% of AR over 60 days
  • ▸Fewer billing disputes
Also called
AR CoordinatorCollections SpecialistBilling Specialist
Departmentin the org chart
Setting
Office
behind a desk most days

What they own · where they slip

The job, frankly.

Core duties

what’s on their plate every week

✓
Send invoices promptly after job completion
✓
Run consistent collections follow-up cadence
✓
Resolve billing disputes quickly
✓
Post incoming payments accurately
✓
Track AR aging and escalate overdue accounts

Where they trip

watch for these, they’re common

✗Sending invoices late or with errors
✗Treating collections as adversarial
✗Not documenting collection conversations

What makes them a champion

Customer's complete billing history, open invoices, and payment patterns in one view during calls.
what the accounts receivable specialist says the first time the dashboard finally clicks.

Keep exploring

Other roles in the catalog.