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YPO
YPO
201 – 500 Employees
B2BMarketingSaaS
YPO provides business-focused link management tools, including dynamic URL shortening, QR code generation, branded and mobile links, analytics, and UTM campaign support. Its platform also includes integrations and APIs designed to help teams across retail, consumer goods, media, technology, and professional services manage links, measure engagement, and improve digital experiences. YPO’s hiring context reflects a B2B SaaS and marketing technology company serving clients across industries worldwide.
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Accounts Receivable Specialist at YPO — United States Remote

Manage member billing, reconciliations, collections, audits, and receivable process improvements for YPO in a Salesforce-supported finance environment.

USUnited States
$58,000 – $73,900 / year
RemoteFull-timeMiddleSeniorEnglish RequiredAccounts Receivable
ERP

Description

  • Oversee daily accounts receivable processing, including transferring, posting, and reconciling member invoices and payment records across Salesforce, Certinia, Cvent, and related platforms.
  • Investigate and correct unidentified or misapplied wire transfers, ACH payments, checks, and credit card receipts.
  • Administer Lifetime Dues receivables by tracking installments, following up on delinquencies, reconciling accounts, and processing membership conversions.
  • Resolve accounts receivable questions from members and internal teams through Salesforce Service Console, email, and other communication channels.
  • Review and coordinate member refunds with the Accounts Payable team.
  • Complete month-end receivables close tasks, reconcile aging balances to the general ledger, prepare supporting schedules, and investigate discrepancies.
  • Track overdue balances and conduct collection follow-up.
  • Investigate member credit card disputes and resolve related payment issues.
  • Collaborate with General Ledger and Accounts Payable on reconciliations, refunds, and other receivables transactions.
  • Prepare and issue miscellaneous invoices with accurate documentation and accounting treatment.
  • Coordinate annual membership renewal billing, including system testing, invoice validation, and Salesforce product configuration.
  • Prepare and record journal entries related to accounts receivable.
  • Strengthen receivables processes, documentation, controls, and system workflows.
  • Assist with annual audits by preparing accounts receivable documentation and responses.
  • Partner with IT and Finance to resolve system problems affecting receivables and financial data accuracy.
  • Assist Finance leadership with special projects and accounts receivable initiatives.
  • Follow YPO financial policies, procedures, accounting standards, and internal control requirements.

Requirements

  • At least four years of progressively responsible experience in accounts receivable, accounting, or a related finance function.
  • Proficiency in Microsoft Excel and other Microsoft Office applications.
  • Experience using ERP and CRM platforms; Salesforce and Certinia experience is preferred but not required.
  • Strong practical knowledge of accounts receivable procedures and related accounting principles.
  • Strong reconciliation and analytical capabilities.
  • Exceptional accuracy, attention to detail, and commitment to sound controls and documentation.
  • Strong systems aptitude across ERP, CRM, event registration, and payment platforms.
  • Ability to recognize process problems and propose practical improvements.
  • Strong organization and prioritization skills.
  • Ability to protect confidential financial and member information and use sound discretion.
  • Associate degree or higher in Accounting, Finance, or a related discipline preferred.
  • Ability to work for extended periods at a computer.
  • Willingness and ability to travel domestically and internationally without restrictions approximately one to two times per year.

Benefits

  • Eligibility for performance-based bonus opportunities.
  • Flexibility to work remotely.
  • Comprehensive rewards package focused on wellbeing and professional growth.
  • Flexible or extended hours when needed to support members and colleagues across multiple time zones.
  • Domestic and international travel approximately one to two times per year.

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