Collections Specialist (Hybrid)

Who We Are

Having surpassed $300M ARR and continuing to grow, Optro is the leading audit, risk, ESG, and InfoSec platform on the market. More than 50% of the Fortune 500, including 7 of the Fortune 10, leverage our award-winning technology to move their businesses forward with greater clarity and agility. And our customers love us: Optro is top-rated on G2.com and Gartner Peer Insights.

At Optro, we inspire each other to innovate and are proud of what we are producing. We spend each day thinking of new ways to help our customers and contribute to the greater good of our company and our surrounding communities. We are all about assisting each other and breaking through barriers to create the most loved audit, risk, ESG, and InfoSec platform by our customers. This is how we have become one of the 500 fastest-growing tech companies in North America for the seventh year in a row, as ranked by Deloitte!

The Accounting Department is looking for a Collections Specialist to join our Accounts Receivable team! As a Collections Specialist, you will undertake a variety of financial and non-financial tasks. Your main goal will be to help guarantee the company’s cash revenues. You will be responsible for issuing paperwork for processing invoices, performing collection outreaches, and processing incoming payments.

• Must be located in PST.

• Report to the AR Lead as a member of a dedicated AR Specialist team

• Complete vendor setup forms and perform vendor portal/PO process setup including verification calls and legal ticket submissions.

• Submit invoices through vendor portals.

• Distribute invoices utilizing Tesorio campaigns via the company’s AR group email, and ensure all clients remain informed on their outstanding debts and deadlines

• Identify delinquent accounts, manage the dunning process, and perform outreach efforts to encourage the timely collection

• Action solutions to client invoicing or collections issues, communicating and escalating as appropriate

• Manage cash applications and review the status of accounts to identify inconsistencies

• Engage in sometimes difficult conversations while maintaining an always-professional and customer-first attitude

• Assist with accounting close, general operational activities, and ad hoc projects as needed

Attributes for a Successful Candidate

• Bachelors degree

• 2+ years of experience in Accounts Receivable, operational accounting, or general bookkeeping

• Proven written and interpersonal skills that come with customer-facing experience

• Detail-oriented with high standards of accuracy

• Motivated team player with strong communication and time-management competencies

• Excellent knowledge of MS Office and GSuite tools

• Experience with NetSuite and Salesforce preferred

Nice to Have

• Bachelor’s degree in Finance or Accounting

• Experience in the SaaS Industry and an understanding of key SaaS metrics such as ARR

• Familiarity with Maxio/SaaSOptics and Tesorio

Our Company Values

• Customer obsession: It starts and ends here. Consistently ask yourself how what you’re doing creates value for our customers. It’s a mindset.

• Gritty resilience: Make it happen. Find a way. Move fast, stay positive, and do what it takes.

• Drive innovation: Create the future. Continuously improve what exists and invent what’s next.

• Win, together: One team. No silos, no egos. Drive to be the best and support each other’s success.

• Growth mindset: 10x, not 10%. Think in orders of magnitude, not increments. Seek feedback, learn, and improve.

Perks*

• Launch a career at one of the fastest-growing SaaS companies in North America!

• Live your best life (LYBL)! $200/mo for anything that enhances your life

• Comprehensive employee health coverage (all locations)

• 401K with match (US) or pension with match (UK)

• Competitive compensation & bonus program

• Flexible Vacation (US exempt & CA) or 25 days (UK)

• Time off for your birthday & volunteering

• Employee resource groups

• Opportunities for team and company-wide get-togethers!

• perks may vary based on eligibility/location

Please note that background checks are required. Qualified Applicants with arrest or conviction records will be considered for Employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. This role may have access to highly sensitive data, including employee data, customer data, company financials, and proprietary product information.

We love building strong partnerships, but please note that Optro cannot accept unsolicited resumes from agencies. Any submissions without a signed agreement in place will not create a fee obligation.

#LI-Remote

Compensation Range: $54.4K - $81.6K