Accounts Receivable & Collections Virtual Assistant - Remote

Overview

As an Accounts Receivable & Collections VA, your primary objective is to move jobs along efficiently and ensure smooth cash flow by proactively managing collections, ensuring timely invoicing, and maintaining accurate records in AccuLynx.

In Short

• Manage and track 30+ active jobs daily in AccuLynx.
• Proactively follow up with homeowners, project managers, and insurance adjusters to ensure timely payments.
• Establish a structured follow-up cadence.
• Keep clear, organized documentation of all customer interactions.
• Ensure payment links are sent, received, and tracked.
• Contact PMs for deductions, discounts, or upgrades before final invoices are sent.
• Track and monitor net 30 vendor jobs.
• Identify patterns in delayed payments and implement solutions.
• Provide weekly reports on outstanding payments and cash flow trends.
• Collaborate with leadership to streamline the invoicing and collection process.

Requirements

• 5+ years of customer service experience, preferably in construction or collections.
• 2+ years of experience in invoicing or finance-related roles.
• Proficient in AccuLynx, Slack, Gmail, and Google Sheets.
• Strong communication and negotiation skills.
• Highly organized and detail-oriented.
• Proactive and persistent in follow-ups.
• Construction or roofing industry experience is a plus.

Benefits

• Impact the growth and success of small and medium-sized businesses.
• Work in a people-first, remote environment.
• Access comprehensive benefits including HMO, PTO, and professional development.
• Contribute to a culture that values partnership, service, and excellence.