Upgrade
Finance
AccountsReceivableSpecialist
“Accounts Receivable Specialist at Upgrade. Skills: Accounts Receivable, Debt Recovery, Financial Operations, Microsoft Excel, CRM. Drive the recovery of outstanding funds. Safeguard the integrity of our financial data”
What You'll Achieve.
Reduction in day-sales-outstanding (DSO); Ensuring accuracy of cash reconciliation processes; Ensuring Upgrade's interests are protected; Ensuring daily accuracy and transaction transparency; Finalized manual adjustments within the CRM with 100% accuracy
Industry & Context.
Problem-solver mindset with the persistence required to follow up on aging accounts until resolution
What They're Looking For.
Must Have
3–5 years of progressive experience in Accounts Receivable, Debt Recovery, or a specialized financial operations role, Advanced knowledge of Microsoft Excel (filtering, pivot tables, data manipulation), Comfort navigating complex CRM environments, Proven ability to handle highly sensitive financial data, bankruptcy filings, and legal documentation with the utmost confidentiality
What You'll Do.
Drive the recovery of outstanding funds
Safeguard the integrity of our financial data
Provide critical support to the Dispute Team through precise post-investigation actions
Serve as the primary engine for our daily collection workflows
Play a key role in ensuring the accuracy of our cash reconciliation processes
Facilitate and manage consistent weekly outreach for all past-due merchant accounts
Deploy high-impact collection strategies via phone and email to secure voluntary refund approvals and reconcile outstanding balances
Identify and escalate non-responsive merchants to Management and the Risk Team for advanced intervention
Proactively monitor for unusual merchant activity
Conduct in-depth research and collaborate with Dispute Leaders to rigorously rebut merchant allegations regarding non-payment
Compile and organize evidentiary data to facilitate the issuance of formal Demand Letters
Own the Merchant Collections Tracker
ensuring real-time accuracy for account statuses including Litigation
and active Payment Plans
Provide essential support to the AR Lead on "Incoming Cash" reconciliation processes
Partner closely with the Payments Team to verify that all manual adjustments within the CRM are finalized with 100% accuracy
Identify opportunities to streamline current AR workflows and documentation standards
How You'll Work.
Team & Collaboration
Collaborate with Dispute Leaders; Partner closely with the Payments Team
Communication Scope
Exceptional verbal and written ability to translate complex financial discrepancies into clear "next steps" while maintaining a professional partnership tone
Applying for this Accounts Receivable Specialist role?
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How to Apply on Greenhouse
- Create a Greenhouse profile before applying — it saves time across multiple applications.
- Upload your resume as a PDF; the parser handles it better than Word.
- Answer all knockout questions carefully — wrong answers auto-reject before a human sees you.
- Enable email notifications to track application status in real time.
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