Offer summary

Qualifications:

2+ years of AR or billing experience in a service-oriented business., Proficient in Google Sheets, Excel, Slack, and CRM systems., Clear, polite, and professional communicator in both spoken and written forms., Proactive, empathetic, and persistent in customer interactions..

Key responsibilities:

Manage daily AR follow-up process for over 3,000 customers.

Conduct customer check-ins to confirm satisfaction and request payments.

Create and maintain workflow systems to track invoices and monitor payments.

Collaborate with the Finance Manager on disputes and suggest improvements to AR processes.

Job description

Job Title: AR Operations Specialist
Location: Remote (PST Time Zone)
Salary Range: up to 1800 USD (Based on experience)

Work Schedule: Monday - Friday, 9:00 AM to 5:00 PM (PST)

NOTE: INDEPENDENT CONTRACTOR POSITION

Company Overview:

Sagan is an exclusive membership community for top executives, founders, and CEOs seeking to hire and maximize the impact of international talent. We bridge the gap between global talent and US-based businesses, connecting candidates from vibrant regions like Latin America, the Philippines, India, Pakistan, Bangladesh, and Africa with leading American companies. Sagan provides a high-performance remote work environment, ensuring access to world-class opportunities for top-tier professionals.

About the Company:

Sagan represents a growing residential and commercial pool service company based in Northern California. The team is dedicated to optimizing operations and ensuring exceptional customer service across its network of over 3,000 clients.

Position Overview:

We are seeking a proactive, detail-oriented AR Operations Specialist to manage the collections and payment follow-up process. You will be responsible for daily AR follow-ups, engaging with customers to confirm job satisfaction, request payments, and offer support for autopay setup. This role requires a self-starter who thrives on creating efficient workflows and maintaining clear communication with both customers and internal teams.

Key Responsibilities:

Own daily AR follow-up process for 3,000+ residential and commercial customers.
Conduct 2030 customer check-ins daily via text or call to:
>> Confirm job satisfaction
>> Request credit card payments
>> Offer assistance with autopay setup
Create and maintain workflow systems (Google Sheets, CRM, or Slack) to:
>> Track aging invoices and follow-up dates
>> Monitor payment promises
>> Flag high-risk accounts
Collaborate closely with the Finance Manager to align on disputes and reconciliations.
Execute multi-step follow-ups for commercial accounts, including billing departments.
Suggest improvements to AR processes, scripts, and tools.
Maintain accurate records in the CRM and AP system (Melio).

Qualifications: