Optimal Blue · 1 day ago
Accounts Receivable Manager
Optimal Blue is seeking an experienced Accountant to join our team as an Accounts Receivable (AR) Manager. The AR Manager will be responsible for overseeing the customer invoicing process, managing the AR team, and ensuring timely collection of outstanding balances.
ComputerEnterprise SoftwareFinancial ServicesMarketing AutomationSoftware
Responsibilities
Oversee and manage the entire customer invoicing process
Maintain and create AR process and procedure documentation
Manage AR invoicing system
Lead, mentor and manage a team of AR specialists
Proactively contact customers with outstanding balances to facilitate timely payment
Develop and implement collection strategies to minimize overdue accounts
Maintain accurate records of all collection communications and actions taken
Foster positive internal and external relationships to facilitate open communication to resolve customer disputes and payment delays
Generate regular reports regarding AR aging and collection risk exposure
Provide insights and recommendations to management based on the analysis of collection trends
Process daily incoming payments accurately and efficiently, applying them to the appropriate customer accounts
Assist with month end processes as assigned
Assist in monitoring AR inbox
Lead implementation of new Billing System
Support and integrate Billing functions for mergers and acquisitions, as needed
Qualification
Required
Exceptional customer service skills
Processing invoices
Managing the customer billing system
Managing and maintaining customer accounts
Ensuring the timely collection of outstanding balances
Managing the AR team
Overseeing and managing the entire customer invoicing process
Maintaining and creating AR process and procedure documentation
Managing AR invoicing system
Leading, mentoring and managing a team of AR specialists
Proactively contacting customers with outstanding balances to facilitate timely payment
Developing and implementing collection strategies to minimize overdue accounts
Maintaining accurate records of all collection communications and actions taken
Fostering positive internal and external relationships to facilitate open communication to resolve customer disputes and payment delays
Generating regular reports regarding AR aging and collection risk exposure
Providing insights and recommendations to management based on the analysis of collection trends
Processing daily incoming payments accurately and efficiently, applying them to the appropriate customer accounts
Assisting with month end processes as assigned
Assisting in monitoring AR inbox
Leading implementation of new Billing System
Supporting and integrating Billing functions for mergers and acquisitions, as needed
Attentive to detail, accurate, and possess a positive and professional demeanor
Excellent written and verbal communication skills
Proven ability to develop and maintain strong and positive customer relationships
Proactive and accountable in projects
Must be flexible with changing priorities
Self-motivated and able to work independently
Excellent organizational skills
Deep understanding of General Ledger and Accounting procedures
Strong in Microsoft Office skills and an Advanced Excel user
At least five years of accounting or AR experience
Preferred
Bachelor's degree in accounting or finance preferred
Experience implementing/changing Billing Systems
Management experience preferred
Benefits
Medical
Dental
Vision
Basic life insurance
Short/long term disability
401(k) participation (with company match)
10 days of vacation for new employees
Sick time based on state requirements
8 Company-paid holidays
2 personal holidays per year
Company
Optimal Blue
Optimal Blue is a provider of secondary market solutions and actionable data services.
Funding
Current Stage
Growth StageTotal Funding
$22.4MKey Investors
Serent Capital
2023-09-15Acquired
2013-04-12Private Equity
2013-01-10Series Unknown· $22.4M
Recent News
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2026-01-09
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2025-12-09
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