Guided Outsourcing
About the job We are seeking a detail-oriented and proactive Accounts Receivable & Billing Specialist with deep, hands-on experience in ConnectWise . While our leadership has a general understanding of ConnectWise reporting, we need a subject matter expert who can take full ownership of the invoicing, agreement management, and collections lifecycle. In this role, you will be the financial backbone of our IT services operation, ensuring that billing is accurate, revenue is recognized properly, and cash flow remains healthy. You will work closely with our sales, service, and operations teams to resolve client issues and streamline financial processes. Key Responsibilities Billing & Invoicing: Generate, review, and distribute customer invoices accurately through ConnectWise. Create and manage complex service agreements, projects, and recurring billing cycles within the platform. Process credit memos, refunds, and account adjustments as necessary. Accounts Receivable & Collections: Apply customer payments and reconcile accounts with precision. Monitor aging reports and proactively follow up on outstanding balances via phone and email. Investigate and resolve billing discrepancies, payment issues, and disputed charges. Reporting & Reconciliation: Perform regular account reconciliations to ensure data integrity between ConnectWise and the general ledger. Prepare and present accounts receivable reports to management. Assist with month-end close activities and support audit requests. Cross-Functional Collaboration: Partner with sales, service, and operations teams to resolve customer billing concerns and ensure seamless communication regarding client accounts. Ensure strict compliance with company financial policies and procedures. Qualifications Required Experience: 2+ years of experience specifically using ConnectWise for invoicing, agreements, and AR management is non-negotiable. Strong understanding of Accounts Receivable principles and collections best practices. Skills & Attributes: High attention to detail and strong analytical skills. Excellent communication skills, with the ability to professionally handle client disputes and internal stakeholder requests. Ability to work independently and take ownership of the AR function. Benefits Competitive salary and performance-based incentives. Complete PC package Comprehensive benefits package, including health and life insurance. Flexible work environment with the option to work remotely. Opportunities for professional growth and development. Collaborative and supportive team culture Experience: ConnectWise: 2 years (Required) Work Location: Remote
Guided Outsourcing
