Collections & Accounts Receivable Specialist

Position Type: Temp-to-Hire
Location: San Ramon, CA (100% onsite)
Pay Rate: $27-$30/hour

Position Overview

We are seeking a detail-oriented and customer-focused professional to support accounts receivable and collections efforts within a fast-paced environment for a well known client in San Ramon. This role will play a key part in maintaining accurate financial records, supporting customer account setup, and ensuring timely payment processing while providing excellent service to clients.

Key Responsibilities

Accounts Receivable & Cash Applications

• Coordinate with multiple locations to track and apply incoming payments, including checks and cash deposits
• Ensure accurate and timely posting of transactions to customer accounts
• Assist in maintaining clean and up-to-date AR records

Customer Account Support

• Review and process new customer account requests
• Help establish and maintain customer profiles within internal systems

Customer Interaction & Collections

• Serve as a point of contact for customers with billing questions or payment inquiries
• Accept and process payments over the phone as needed
• Partner with leadership to follow up on outstanding balances and support collection efforts

Qualifications & Skills

• Strong written and verbal communication skills with a professional, customer-first approach
• Ability to manage multiple priorities while staying highly organized and detail-oriented
• Comfortable working in Microsoft Office (Excel, Outlook, etc.) or similar tools
• Bilingual Spanish (spoken and written) is a plus

Experience Requirements

• Minimum of 2 years of experience in accounts receivable, billing, or collections
• Previous experience in a customer-facing or service-oriented role preferred
• Experience working with an ERP system required; familiarity with NetSuite is advantageous