Accounts Receivable Client Onboarding And Customer Specialist

About the role

Reporting to Billing & Collections Manager the position will be the primary point of contact for a variety of AR related activities focused on resolving client communications regarding billing and collections inquiries, as well as internal requests regarding the same. This role will be responsible for overseeing all vendor onboarding and third-party platform management. With an emphasis on prompt and accurate communications the ideal candidate will be able to strictly adhere to our companies SLA standards and ensure every message is escalated accordingly if it cannot be actioned in real time directly. You will work as part of a growing team at a well-funded growth-stage tech company, and you will have direct communications with clients and a number of internal teams. There will be significant opportunity to advance your career as the company scales.

Responsibilities

• The Queue Specialist will resubmit invoices through the billing system by email or by vendor portal as needed if the client provides updated billing information post sale/renewal.
• The Queue Specialist will respond to urgent escalation requests and flag internally the appropriate party for support, where needed.
• The Queue Specialist will ensure all open cases are being managed by the team and actioned in a timely manner, once assigned.
• Vendor Onboarding: The Queue Specialist will own the process of vendor onboarding for AlphaSense and its clients, including but not limited to:
• Review, validate, and maintain vendor records, legal names, tax IDs, addresses, and contact information.
• Provide documents such as W-9, 10F forms, NO PE certificates, banking information, COI, TRC etc.
• Ensure accurate vendor creation in procurement systems (SAP, Oracle, Ariba, Coupa, Tungsten, Ramp, Wise etc Different client portal from different geographical locations).
• Perform high-importance confirmations including bank verification and TIN validation.
• Hands on Experience in NetSuite and Salesforce.

Requirements

• Preference for a candidate with a BCOM / MCOM/ BBA / MBA in Finance.
• 1+ years of experience in O2C collections, Revenue recognition & reconciliation and Email Queue or Case Management.
• Preference for candidates who have worked with Salesforce and NetSuite.
• Primary Skills: Excellent Written and Verbal Communication, Data Management, Customer Service, Billing and Collections Experience, Problem Solving and Multitasking.
• Secondary Skills: Time Management Skills, Ownership of case management, Excel and Gsuite.

Benefits

Additional Information

About AlphaSense: The world's most sophisticated companies rely on AlphaSense to remove uncertainty from decision-making. With market intelligence and search built on proven AI, AlphaSense delivers insights that matter from content you can trust. Our universe of public and private content includes equity research, company filings, event transcripts, expert calls, news, trade journals, and clients' own research content. The acquisition of Tegus by AlphaSense in 2024 advances our shared mission to empower professionals to make smarter decisions through AI-driven market intelligence. Together, AlphaSense and Tegus will accelerate growth, innovation, and content expansion, with complementary product and content capabilities that enable users to unearth even more comprehensive insights from thousands of content sets. Our platform is trusted by over 6,000 enterprise customers, including a majority of the S&P 500. Founded in 2011, AlphaSense is headquartered in New York City with more than 2,000 employees across the globe and offices in the U.S., U.K., Finland, India, Singapore, Canada, and Ireland. Come join us!

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