B2B Accounts Receivable Specialist

Finance Lehi, Utah United States


NetDocuments is the world’s #1 trusted cloud-based content management and productivity platform that helps legal professionals do their best work. We strive to win together through passionate hard work, exploring new things and recognizing every interaction matters. 

NetDocuments provides rewarding career growth in an inclusive, diverse environment where employees are encouraged to openly contribute creative ideas and innovation, backed by supportive peers and leadership working together to achieve our goals as a unified team.

At our core, we are dedicated to empowering our employees to drive successful business outcomes and better user experiences for our customers and partners. Our customer-centric approach and employee enablement has allowed us to enjoy many accolades, including being named among the 2022 list of Inc. Magazine’s 5000 Fastest-Growing Private Companies in America. Other recent awards include:

  • 2023 National Top Workplaces
  • Three-time winner (2021, 2022, 2023) Top Workplace in the US by the Salt Lake Tribune
  • Three-time winner (2021, 2022, 2023) Best Companies to Work for by Utah   Business magazine
  • 2023 Top Workplace Innovation
  • 2023 Top Workplace Leadership
  • 2023 Top Workplace Purpose & Values
  • 2022, 2023 Top Workplace Work-Life Flexibility
  • 2022 Top Workplace Employee Appreciation and Employee Well Being
  • 2021, 2022, 2023 Top Workplace Compensation & Benefits
  • 2021 Top Workplace Remote Work
  • 2021 Top Workplace Top Managers
  • 2021 Coolest Tech Companies to Work for by Dev Mountain 

NetDocuments is a hybrid, remote-friendly workplace. Come join our team and work inspired each day!

About the opportunity:

We are seeking a detail-oriented and analytical Accounts Receivable Analyst to join our finance team. As an Accounts Receivable Analyst, you will play a critical role in managing the accounts receivable process, analyzing financial data, and ensuring timely and accurate collections. Your expertise will contribute to optimizing cash flow, maintaining strong customer relationships, and supporting the financial stability of the organization. This position will report to the Accounts Receivable Manager.

What your contributions will be:

Accounts Receivable Management:

  • Generate and process customer invoices accurately and in a timely manner
  • Monitor and track accounts receivable balances, ensuring prompt collection and resolution of outstanding payments
  • Conduct regular analysis of accounts receivable aging reports to identify delinquent accounts and take appropriate actions for collections
  • Collaborate with customers, sales teams, and customer service to address billing inquiries, resolve disputes, and facilitate timely payments
  • Maintain accurate records of customer interactions and payment details

Financial Analysis and Reporting:

  • Analyze accounts receivable data, identifying trends, patterns, and areas for improvement
  • Prepare and present reports on accounts receivable performance, aging analysis, and cash flow forecasting
  • Monitor and report on key performance indicators (KPIs), such as Days Sales Outstanding (DSO), to assess and track collections efficiency
  • Provide insights and recommendations to management based on financial analysis, helping to optimize collections and minimize bad debt

Process Improvement and Automation:

  • Identify opportunities to streamline and improve the accounts receivable process, implementing best practices and automation where applicable
  • Work closely with cross-functional teams, such as IT and finance, to enhance system functionalities and ensure accurate and efficient financial transactions
  • Develop and maintain accounts receivable policies, procedures, and documentation to ensure compliance with internal controls and external regulations

Customer Relationship Management:

  • Build and maintain positive relationships with customers, acting as a point of contact for billing inquiries and addressing customer concerns professionally
  • Collaborate with sales teams to ensure alignment on customer accounts, credit limits, and payment terms
  • Assist in credit assessment and review processes, making recommendations on credit limits and terms

Continuous Improvement and Training:

  • Stay updated with industry trends and changes in accounting regulations related to accounts receivable
  • Seek opportunities for professional development to enhance knowledge and skills in accounts receivable management
  • Provide training and support to team members or stakeholders on accounts receivable processes and procedures as needed


What you will need for success:

  • Bachelor's degree in Accounting, Finance, or a related field
  • Proven SaaS and/or B2B experience as an Accounts Receivable Analyst or similar role, with a solid understanding of accounts receivable processes and collections
  • Strong analytical and problem-solving skills, with the ability to interpret financial data and draw actionable insights
  • Proficiency in using accounting software and ERP systems. NetSuite and Salesforce is a big plus
  • Excellent attention to detail and accuracy in financial record-keeping
  • Strong communication and interpersonal skills, with the ability to build positive relationships with customers and stakeholders
  • Ability to work independently, prioritize tasks, and meet deadlines
  • Proficient in Microsoft Excel or other spreadsheet software


Ideally you will have:

  • AR experience with a SaaS company.
  • Knowledge of credit management principles and practices is a plus.

What you will receive (US Specific):

  • 90% healthcare premiums company covered
  • HSA company contribution
  • 401K match at 4% with no vesting period 
  • Flexible time off typically 3 to 4 weeks a year, not including the 9 paid holidays
  • Authenticity and accountability from leadership
  • Connection, access, and mentorship from exceptional leaders
  • Growing company with opportunities for advancement
NetDocuments is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. All employment decisions are based on business needs, job requirements, individual qualifications, without regard to race, color, religion, sex, (including pregnancy), national origin, age, physical and mental disability, marital status, sexual orientation, gender identity and/or expression, military and veteran status, or any other status protected by laws or regulations in the locations where we operate.  NetDocuments believes diversity and inclusion among our employees is critical to our success, and we are committed to providing a work environment free of discrimination and harassment.