Swoop
Posted 19 days agoVerified live 2d ago
AR Collections Specialist
Brief overview
Remote
High SchoolOr in progress
1+ yrsMinimum
Accounts ReceivableCollectionsAccounting PrinciplesMicrosoft ExcelNetSuiteWritten and Verbal Communication
About the company
Swoopswoop.com
Swoop uses privacy-safe advanced technology and AI to find, activate, engage and optimize ideal DTC and HCP audiences. It is a sub-organization of Real Chemistry.
Job description
Summary
Swoop is an AI-driven, data-powered healthcare engagement company focused on improving patient outcomes. The AR Collections Specialist will support the Finance Team by managing accounts receivable collections, processing customer payments, maintaining accurate account records, and resolving outstanding balances and discrepancies.
Responsibilities
- Process incoming payments, including checks, ACH, and wire payments
- Monitor accounts receivable aging, identify overdue balances, and conduct timely follow-up with customers to secure payment
- Manage the end-to-end collections process, including customer outreach, documenting collection activity, tracking payment commitments, and updating account records
- Reconcile customer accounts and research and resolve discrepancies, including unapplied payments, short payments, credits, and billing issues
- Maintain accurate customer account information, payment history, collection notes, and supporting documentation
- Collaborate with AR, Sales, and Customer Service teams to resolve billing questions, payment issues, and customer account discrepancies
- Monitor and manage the shared AR email inbox, ensuring customer inquiries and internal requests are reviewed, addressed, and routed appropriately in a timely manner
- Prepare and provide regular collections reporting and metrics to management, including aging, past-due balances, collection activity, and payment trends
- Maintain a professional and customer-focused approach when communicating with internal and external customers
- Assist with monthly, quarterly, and year-end closing processes
- Maintain accurate financial records and documentation for audit purposes
- Provide support during financial audits and assist with financial reporting
- Perform other administrative and accounting duties as assigned
Skills
- High school diploma or equivalent
- 1-3 years of experience in accounts receivable or collections
- Strong understanding of basic accounting principles and practices
- Proficiency in Microsoft 365, particularly Excel
- Strong attention to detail and ability to work independently with minimal supervision
- Excellent organizational and time-management skills
- Strong written and verbal communication skills
- Ability to handle sensitive financial information with discretion and maintain confidentiality
- Additional certification or education in accounting or finance is a plus
- Experience with NetSuite is a plus
Qualifications
Must Haves
- High school diploma or equivalent
- 1-3 years of experience in accounts receivable or collections
- Strong understanding of basic accounting principles and practices
- Proficiency in Microsoft 365, particularly Excel
- Strong attention to detail and ability to work independently with minimal supervision
- Excellent organizational and time-management skills
- Strong written and verbal communication skills
- Ability to handle sensitive financial information with discretion and maintain confidentiality
Nice to Haves
- additional certification or education in accounting or finance is a plus
- experience with NetSuite is a plus
Benefits
- Rich opportunities for professional growth
- Continuous learning
