Accounts Receivable Specialist

Actionstep is a pioneer in the development and sale of software-as-a-service (SaaS) products, specializing in the delivery of Legal Practice Management software.  We are a fast growing, dynamic business with a global customer base of more the 4500 and a team of over 240 in the USA, Australia, UK, Canada and New Zealand.    

The Finance Team is responsible for delivering accurate, timely, and expert financial and accounting services that enable the business to make informed decisions. The team ensures strong financial governance, effective risk management, and full compliance with all regulatory requirements. 

The Accounts Receivable Specialist is responsible for the full lifecycle of accounts receivable activities, from invoice generation through to cash collection, reconciliation, and reporting. This role ensures financial data is captured accurately and timely, customer accounts are well maintained, and outstanding debts are recovered promptly and professionally. 

THE PURPOSE OF YOUR ROLE 

The Accounts Receivable Specialist plays a critical role in maintaining the financial stability and cash flow of the organisation. By managing invoicing, receivables, reconciliations, and collections, the role contributes to minimising bad debts, maintaining strong customer relationships, and supporting the profitability and financial health of the business. 

WHAT YOU WILL BE DOING 

In this role, you will… 

• Work on aged debt and implement strategies to manage overdue payments and minimise debt exposure. 

• Maintain regular contact with customers, sending reminder letters, and proactively contact and follow up on outstanding balances. 

• Manage the accounts inbox, dealing with all queries, and capture all relevant information in financial systems. 

• Respond to the clients and internal stakeholders resolving their queries promptly and efficiently. 

• Take ownership of end-to-end account receivable activities including receipting customer payments for all entities. 

• Generate and issue accurate and timely invoices in accordance with agreed billing schedules or customer contracts. 

• Prepare consolidated monthly billing spreadsheet to support specific accounts. 

• Investigate disputes/customer issues and processing credit notes as required. 

• Manage and resolve issues that are identified during contact with the customers to ensure prompt collection of outstanding amounts.  

• Assess delinquent customer accounts and work on bad debts to be written off. 

• Perform regular account reconciliations, ensuring all customer payments and credits are correctly applied. 

• Maintain customer records, including contact details, billing preferences, and credit limits. 

• Prepare AR reports and provide regular updates on aged debt, cash collections, and risk accounts to relevant stakeholders. 

• Support the month-end close process by ensuring all AR transactions are accurately recorded and reconciled. 

Other Responsibilities  

• Assist with continuous improvement of systems, controls and working practices. 

• Develop and maintain an awareness of applicable tax regulations across all entities. 

• Liaise closely with the Sales and Support Team. 

• Undertake any other reasonable duties as required. 

Relationship Management: 

• Build and maintain strong working relationships with all internal and external parties ensuring transparent, proactive and effective communication always. 

• Attend and proactively contribute to customer, partner and internal meetings with the view to add value in a constructive manner. 

Professional Development: 

• Actively looking to build own career through delivery of self and assisted professional development initiatives. 

• Being a thought leader both within Actionstep but also in the wider industry.  

• Staying abreast of industry best practice patterns, products and technologies and assisting in process improvement activities as required. 

Continuous Improvement: 

• Proactive in identifying and participating in the continuous improvement of processes and procedures within the ​Finance​ Team. 

• Actively contribute to the development and maintenance of a strong department culture ensuring knowledge and experience is shared. 

Health & Safety: 

• Assume responsibility for your own and others safety and wellbeing, following all safety and wellbeing procedures and instructions, including reporting hazards, incidents and accidents and participating in safety and wellbeing initiatives and programmes as required. 

WHO ARE YOU  

Communicator: You will be working with many different people across the organization, at times of high pressure. Your communication capabilities are vital to ensure your stakeholders are bought into the work we do together, understand complex processes and work effectively with you. 

Collaborator: In Finance, we work across many different teams in the organisation, often at times of pressure. Working in collaboration means understanding the needs of the people you are working with, and ensuring they understand your needs. It requires a joint commitment which you need to broker to ensure that we get the job done and achieve the outcomes we need. 

Relationship Manager: Building and maintaining effective cross-organisational working relationships as a business partner will underpin your success. Relationship management requires a strong understanding of the roles your stakeholders are playing, and the ability to ensure they commit to the processes we are jointly working through.  

Analytical Problem Solver: You will face bumps in the road every day, situations we have not faced before. You will need to be comfortable working with colleagues to find options and be able to facilitate across teams to agree solutions. 

Requirements

Experience & Qualifications: 

Essential: 

• Experience in Accounts Receivable or similar role. 

• Excellent customer service skills, with a polite, tactful, and firm manner.  

• Confidence, professionalism, and perseverance. 

• Strong Microsoft Excel skills. 

• Excellent written and verbal communication skills, both face to face and over the phone.  

• Confident, approachable, and professional manner.  

• Resilience and drive to deliver brilliant service.    

• Questioning approach and use of own initiative. 

• Excellent attention to detail. 

• Ability to manage their own workload, prioritise and work well under pressure. 

Desirable: 

• Bachelor's degree in Finance, Accounting, Business Administration, or related field. 

• Experience in NetSuite.  

Personal Skills, Attributes & Behavioural Competencies: 

• Ability to work in both team and individual capacities. 

• Ability to manage multiple streams of work effectively. 

• Ability to manage your daily workload through best practice time management techniques. 

• Great communication and interpersonal skills. 

• Passionate about teamwork and collaboration. 

Other: 

• Relevant Employment and Background Checks 

WHO YOU WILL WORK WITH 

Reports To: 

You will report directly to the Accounts Receivable Manager, who will support your day-to-day priorities and provide guidance across the full AR lifecycle. 

Benefits

What we offer in return: 

• Robust medical, dental, vision offerings
• RRSB with company match
• Flexible working and PTO
• Take your birthday off
• Frequent team building events 
• Fantastic training and development opportunities
• $58,000 - 68,000 salary

Actionstep is an award-winning, SaaS tech company, whose mission is to deliver the world’s most advanced Legal Practice Management solution. We help our clients build thriving legal practices by creating awesome user experiences that lawyers love. We have teams of highly talented people across New Zealand, Australia, UK and USA working to delight thousands of lawyers worldwide who are running highly successful legal practices. Actionstep is a fast growing, dynamic business leading the way in cloud-based legal tech.

At Actionstep our talented and energetic people are at the heart and soul of our business. We value; one team, one community, when our people dare to be different and step up and take things on. By doing it right and walking in our customers shoes we believe Actionstep can effectively deliver on our purpose of ‘making lawyers awesome’. We love working here at Actionstep and we think you would love it too. Check out all the exciting opportunities to join Actionstep below...