AlphaSense
Technology
AccountsReceivableClientOnboardingAndCustomerSpecialist
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Accounts Receivable Client Onboarding And Customer Specialist at AlphaSense. Skills: Accounts Receivable, Client Onboarding, Customer Specialist. Handle new email threads. Process routine questions”
Industry & Context.
Problem-solving skills
NY or EST shift hrs, 2 pm to 11 pm IST, Extended hours required
What They're Looking For.
Must Have
1 years’ experience in AR, 1 years’ experience in O2C, 1 years’ experience in collections process
Nice to Have
Advanced proficiency in Excel, Experience with Maxio, Experience with NetSuite, Experience with Sage Intacct, Experience with Salesforce
What You'll Do.
Handle new email threads
Process routine questions
Manage vendor onboarding requests
Escalate internal requests
Complete banking forms
Provide financial documentation
Manage Tax Certificates
Manage cases requiring escalation
Respond to urgent escalations
Flag urgent escalations internally
Ensure open cases are managed
Action assigned cases
Own vendor onboarding process
Review vendor records
Validate vendor records
Maintain vendor records
Provide NO PE certificates
Provide banking information
Create vendors in procurement systems
Perform bank verification
Perform TIN validation
Ensure successful invoice delivery
Meet client invoicing requirements
Ensure compliance with company policies
Understand contract structure
Understand billing practices
Understand customer policies
Resolve simple billing issues
Flag cases for internal audit
Maintain accounts receivable records
Ensure aging is up to date
Account for uncollectible amounts
Clear miscellaneous differences
Perform account reconciliations
Maintain billing system
Ensure timely invoicing
Resolve client invoicing issues
Interface with sales teams
Interface with customer delivery teams
Ensure compliance with client systems
Support monthly close
How You'll Work.
Team & Collaboration
Interface with sales teams; Interface with customer delivery teams; Support Finance team
Communication Scope
Oral communication; Written communication
Full 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 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 mana
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