Accounts Receivable

We are looking for someone who is Quickbooks certified. We currently have about 40 clients, we need someone who will create monthly post-pay invoices based on services rendered. We are a marketing company that provides the following services:

Google PPC
Bing PPC
SEO
Social Media Management
Social Media Ads
Websites
Hosting

Some of the charges for these services are flat rate, others are variable. The variably priced line items are based percentages of what the client spends. So the right candidate would have to go into ad accounts and calculate our management fee based on the client’s spend. Some clients have different deals and those deals are clearly outlined for the candidate to follow based on internal docs and previous invoices. After creating the invoices and entering the data into a sharedrive sheet in Google, the candidate will email the invoices to the clients, and a couple days later the candidate will run these charges through a payment portal called BillerGenie, which a training will be set up for upon being hired. BillerGenie is pretty straightforward and communicates directly with Quickbooks. The two main ways in which these charges are completed are credit card and ACH payments. Some clients pay by check, we have someone locally in the company who handles recording those payments on the same sharedrive sheet. The process outlined here is done within a day or two within the first 10 days of every month and should take 10 hours or less. Once trained this can be done during any time of day as no phone contact with clients is necessary.

The other responsibility will be follow up with clients who have credit cards that declined, ACHs that didn’t go through, or checks that didn’t send. We have a built out workflow for this and at most 5-10% of total invoices sent out require some kind of follow up. Sometimes they need to update the credit card on file, or they just need a friendly reminder about sending payment. These follow ups need to be done during eastern standard time business hours, via email or phone depending on the step in the follow up process. These follow ups should take no more than a total of 1 hour a week. So we estimate this position would take 12-15 hours a month at most. Pay will be anywhere from $10-$15 USD an hour depending on experience.

The last responsibility would be filing paperwork for new client sign ups. This is a very basic and quick process that should require minimal training.

We expect the candidate to log their hours appropriately and report them to us. Payroll is run on the 1st and 15th of the month. The candidate we are looking for will be diligent, a problem solver, friendly demeanor on the phone, and good at communicating via email. Someone with great customer service skills.

We look forward to meeting with applicants. Thank you.