Accounts Receivable Client Onboarding and Customer Specialist job at AlphaSense in New York, NY

Title: Accounts Receivable Client Onboarding and Customer Specialist Location: Remote - India Job Description: About AlphaSense: The world’s most sophisticated companies rely on AlphaSense to remove uncertainty from decision-making. With market intelligence and search built on proven AI, AlphaSense delivers insights that matter from content you can trust. Our universe of public and private content includes equity research, company filings, event transcripts, expert calls, news, trade journals, and clients’ own research content. The acquisition of Tegus by AlphaSense in 2024 advances our shared mission to empower professionals to make smarter decisions through AI-driven market intelligence. Together, AlphaSense and Tegus will accelerate growth, innovation, and content expansion, with complementary product and content capabilities that enable users to unearth even more comprehensive insights from thousands of content sets. Our platform is trusted by over 6,000 enterprise customers, including a majority of the S&P 500. Founded in 2011, AlphaSense is headquartered in New York City with more than 2,000 employees across the globe and offices in the U.S., U.K., Finland, India, Singapore, Canada, and Ireland. Come join us!

Summary

Reporting to Billing & Collections Manager the position will be the primary point of contact for a variety of AR related activities focused on resolving client communications regarding billing and collections inquiries, as well as internal requests regarding the same. This role will be responsible for overseeing all vendor onboarding and third-party platform management. With an emphasis on prompt and accurate communications the ideal candidate will be able to strictly adhere to our companies SLA standards and ensure every message is escalated accordingly if it cannot be actioned in real time directly. You will work as part of a growing team at a well-funded growth-stage tech company, and you will have direct communications with clients and a number of internal teams. There will be significant opportunity to advance your career as the company scales. Qualifications:

• Preference for a candidate with a BCOM / MCOM/ BBA / MBA in Finance.
• 1+ years of experience in O2C collections, Revenue recognition & reconciliation and Email Queue or Case Management.
• Preference for candidates who have worked with Salesforce and NetSuite.
• Primary Skills: Excellent Written and Verbal Communication, Data Management, Customer Service, Billing and Collections Experience, Problem Solving and Multitasking.
• Secondary Skills: Time Management Skills, Ownership of case management, Excel and Gsuite.

Key Responsibilities: Email Queue Management: Will be responsible for keeping the combined Billing & Collections email queue within 24 business hours SLA; the candidate will work as the primary point of contact for all new email threads to ensure routine questions and vendor onboarding requests are dealt with in a timely manner or escalated internally where appropriate. Existing threads will be assigned and connected to the dedicated AR Lead or Biller where applicable and appropriate. Some specific responsibilities include but are not limited to:

• The Queue Specialist will handle the completion of Banking Forms and provide other such Financial documentation such as W9’s, Tax Certificates, etc. – any forms requiring internal escalation, the Queue Specialist will manage the corresponding case until the client or internal contact is provided what is needed.
• The Queue Specialist will resubmit invoices through the billing system by email or by vendor portal as needed if the client provides updated billing information post sale/renewal.
• The Queue Specialist will respond to urgent escalation requests and flag internally the appropriate party for support, where needed.
• The Queue Specialist will ensure all open cases are being managed by the team and actioned in a timely manner, once assigned

Vendor Onboarding: The Queue Specialist will own the process of vendor onboarding for AlphaSense and its clients, including but not limited to:

• Review, validate, and maintain vendor records, legal names, tax IDs, addresses, and contact information.
• Provide documents such as W-9, 10F forms, NO PE certificates, banking information, COI, TRC etc.
• Ensure accurate vendor creation in procurement systems (SAP, Oracle, Ariba, Coupa, Tungsten, Ramp, Wise etc Different client portal from different geographical locations).
• Perform high-importance confirmations including bank verification and TIN validation.
• Hands on Experience in NetSuite and Salesforce.

Contract Review: Review contract and SFDC data, audit sales orders and invoices within the billing system and ensure they are delivered successfully to clients (and meet cli Apply tot his job Apply To this Job