The Accounts Receivable Specialist II is responsible for customer cash collections, invoicing query resolution, and accounts receivable escalations. These activities include working directly with Smartsheet Customer and Sales team members to identify, troubleshoot, and resolve all billing, invoicing, and collection issues while delivering a high-quality, timely and effective customer experience. This position reports to the Supervisor of Accounts Receivable
In 2005, Smartsheet was founded on the idea that teams and millions of people worldwide deserve a better way to deliver their very best work. Today, we deliver a leading cloud-based platform for work execution, empowering organizations to plan, capture, track, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.
You will report to the Manager of Collections in San Jose, Costa Rica. The role is remote-eligible in Costa Rica.
You Will:
Develop and maintain recurring financial and operational reporting to enable management to monitor team objectives and metrics.
Produce ad-hoc reports to assist with management analysis and decision making.
Efficiently extract and analyze data from financial systems.
Develop forecasting models for invoicing operation activities and metrics..
Provide business intelligence for internal business partners/customers.
Support and execute on Invoice Operations processes as needed for month end, quarter end, and high volume periods.
Gather and summarize data from a variety of data sources; perform data collection and cleansing.
Validate report results and ensure data integrity.
Create visual representations of data; be a storyteller.
Create monthly and quarterly reporting processes.
Other Projects/Duties as assigned
You Have:
University degree in accounting, finance, related degree, or equivalent experience.
3+ years of combined experience in finance, Sales Support/Sales Operations experience.
Experience with large enterprise resource planning (ERP) systems (i.e. NetSuite, SAP); experience with a customer relationship management (CRM) tool (i.e. Salesforce).
Advanced Google or Microsoft Office skills; Excel skills, including complex spreadsheets, pivot tables, charting, formulas, and data manipulation.
Experience using visualization tools such as Power BI, Tableau, or other Business Intelligence tools.
Flexibility and ability to effectively manage multiple priorities.
Excellent verbal and written communication skills, to include English language proficiency.
Perks & Benefits:
Fully paid Health & Life insurance for full-time employees and family members
Asociacion Solidarista with employee and employer contributions as well as potential alliances with entities such as universities, gyms, etc.
Monthly stipend to support your work and productivity
12 days paid Vacation + Flexible Time Away Program
20 weeks fully paid Maternity Leave
12 weeks fully paid Paternity/Adoption Leave
Personal paid Volunteer Day to support our community
Opportunities for professional growth and development including access to LinkedIn Learning online courses
Company Funded Perks including a counseling membership and your own personal Smartsheet account
Teleworking options from any registered location in Costa Rica (role specific)
Get to Know Us:
At Smartsheet, we’ve created a place where everyone is welcome — people from all over the world, all backgrounds, all ages, all colors, and all beliefs working side by side. Here, everyone can make a difference and empower others to do the same. You’re encouraged to apply even if your experience doesn’t precisely match our job description—if your career path has been nontraditional, that will set you apart. At Smartsheet, we empower everyone, everywhere to change the way the world works—join us
Equal Opportunity Employer:
Smartsheet is an Equal Opportunity Employer committed to fostering an inclusive environment with the best employees. We provide employment opportunities without regard to any legally protected status in accordance with applicable laws in the US, UK, Australia, Japan, Costa Rica, and Germany. If there are preparations we can make to help ensure you have a comfortable and positive interview experience, please let us know.
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