Mid Level Accounts Receivable Assistant Jobs
Mid level accounts receivable assistant jobs go to professionals ready to own aging analysis, lead reconciliation cycles, and resolve complex billing disputes with minimal oversight. Openings are concentrated across Technology & Software, Staffing & Recruiting, and Banking & Financial Services, with Jobot, InvestorFlow, and eGain among the employers competing for candidates at this level now.
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INTRODUCTION
InvestorFlow is the only company of its kind to deliver industry specialized CRM, built on Salesforce, and digital portals to help alternative asset firms find opportunities, create and manage relationships, and turn relationship insights into action with increased productivity and transparency. InvestorFlow is seeking an Accounts Receivable Accountant to manage customer billing for its US and UK businesses, assigned accounts receivable and collections, and monthly accounting close activities. The role works with Sales, Business Operations, Services and the accounting team to maintain accurate customer balances and support cash planning.
ROLE AND RESPONSIBILITIES
You Will:
- Manage US and UK customer billing, partnering with Sales, Business Operations and Services to ensure accurate, timely invoices aligned with contracts, renewals and amendments, and resolve inquiries.
- Create and maintain customer accounts, billing contacts, payment terms, purchase-order and portal requirements, and tax documentation; apply applicable sales tax and VAT requirements.
- Manage assigned receivables, collections, payments, credits and refunds; resolve discrepancies and report collection risks and expected cash receipts. Identify potentially uncollectible balances, prepare bad debt and reserve analyses, and recommend write-offs and reserve adjustments.
- Complete assigned close activities and reconciliations, and provide documentation for revenue accounting, tax reporting and audits.
- Maintain accounting records, procedures and controls; communicate outstanding issues and help improve billing, collections and accounting processes.
BASIC QUALIFICATIONS
You Have:
- At least 3 – 5 years of experience in billing, accounts receivable and general accounting.
- Bachelor’s degree in accounting, finance or a related field, or equivalent experience.
- Proficiency with NetSuite, Salesforce CRM, Upflow dunning and collections, and Avalara sales tax, or comparable systems.
- Strong attention to detail, organization, follow-through and communication skills.
- Ability to work in a fast-paced, growing SaaS and services business.
- Strong Excel skills, including pivot tables and lookup functions.
PREFERRED QUALIFICATIONS
- Experience with SaaS or recurring subscription and services billing, US and UK billing, and sales tax or VAT.
COMPENSATION
- Salary Range: $90,000 - $110,000 a year
The salary range listed would be the total compensation for this role. Additional compensation would include benefits.
ABOUT THE COMPANY
InvestorFlow is an investor and deal engagement platform that prioritizes intelligent digital experiences, productivity, and engagement. Our cloud-native platform integrates deal flow management, fundraising, reporting, and investor services. We are proud to serve over 175 clients, including 25 of the top 50 alternative asset managers, managing more than $6 trillion in assets, 750 funds, and 90,000 LPs. Headquartered in San Francisco, California, we are committed to driving innovation and inclusivity in the financial industry.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
INTRODUCTION
InvestorFlow is the only company of its kind to deliver industry specialized CRM, built on Salesforce, and digital portals to help alternative asset firms find opportunities, create and manage relationships, and turn relationship insights into action with increased productivity and transparency. InvestorFlow is seeking an Accounts Receivable Accountant to manage customer billing for its US and UK businesses, assigned accounts receivable and collections, and monthly accounting close activities. The role works with Sales, Business Operations, Services and the accounting team to maintain accurate customer balances and support cash planning.
ROLE AND RESPONSIBILITIES
You Will:
- Manage US and UK customer billing, partnering with Sales, Business Operations and Services to ensure accurate, timely invoices aligned with contracts, renewals and amendments, and resolve inquiries.
- Create and maintain customer accounts, billing contacts, payment terms, purchase-order and portal requirements, and tax documentation; apply applicable sales tax and VAT requirements.
- Manage assigned receivables, collections, payments, credits and refunds; resolve discrepancies and report collection risks and expected cash receipts. Identify potentially uncollectible balances, prepare bad debt and reserve analyses, and recommend write-offs and reserve adjustments.
- Complete assigned close activities and reconciliations, and provide documentation for revenue accounting, tax reporting and audits.
- Maintain accounting records, procedures and controls; communicate outstanding issues and help improve billing, collections and accounting processes.
BASIC QUALIFICATIONS
You Have:
- At least 3 – 5 years of experience in billing, accounts receivable and general accounting.
- Bachelor’s degree in accounting, finance or a related field, or equivalent experience.
- Proficiency with NetSuite, Salesforce CRM, Upflow dunning and collections, and Avalara sales tax, or comparable systems.
- Strong attention to detail, organization, follow-through and communication skills.
- Ability to work in a fast-paced, growing SaaS and services business.
- Strong Excel skills, including pivot tables and lookup functions.
PREFERRED QUALIFICATIONS
- Experience with SaaS or recurring subscription and services billing, US and UK billing, and sales tax or VAT.
COMPENSATION
- Salary Range: $90,000 - $110,000 a year
The salary range listed would be the total compensation for this role. Additional compensation would include benefits.
ABOUT THE COMPANY
InvestorFlow is an investor and deal engagement platform that prioritizes intelligent digital experiences, productivity, and engagement. Our cloud-native platform integrates deal flow management, fundraising, reporting, and investor services. We are proud to serve over 175 clients, including 25 of the top 50 alternative asset managers, managing more than $6 trillion in assets, 750 funds, and 90,000 LPs. Headquartered in San Francisco, California, we are committed to driving innovation and inclusivity in the financial industry.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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Who's Hiring
Top Industries Hiring
- Technology & Software
- Staffing & Recruiting
- Banking & Financial Services
Mid Level Accounts Receivable Assistant Jobs: Frequently Asked Questions
How do I get a mid level accounts receivable assistant job?
Position yourself around ownership, not just task completion. Highlight experience managing full AR cycles, reducing days sales outstanding, or resolving high-value disputes independently. Tailor your resume to show measurable impact, such as improving collection rates or streamlining invoice workflows. Employers at this level want candidates who need direction on priorities, not on execution.
Which companies hire mid level accounts receivable assistants?
Companies hiring mid level accounts receivable assistants right now include Jobot, InvestorFlow, and eGain, based on current listings on Migrate Mate as of November 2026. Mid-size and enterprise employers across healthcare, manufacturing, and business services tend to hire most actively at this level, where volume and complexity justify dedicated AR experience.
Are there remote mid level accounts receivable assistant jobs?
Yes, remote work is common at this level given the role's reliance on software rather than physical documents. About 60% of mid level accounts receivable assistant openings are remote or hybrid as of November 2026, reflecting broader adoption of cloud-based accounting platforms that make distributed AR work fully operational.
How do I move up to a mid level accounts receivable assistant role?
Growth from entry level comes from expanding ownership over time. Start by mastering your employer's AR software and processes, then take initiative on reconciliation projects, customer follow-up workflows, or reporting tasks. Demonstrating that you can manage a subset of the AR portfolio independently, with measurable results like improved aging balances, signals readiness for mid level responsibilities.
Which industries hire the most mid level accounts receivable assistants?
Mid Level accounts receivable assistant roles concentrate in Technology & Software, Staffing & Recruiting, and Banking & Financial Services, based on current listings on Migrate Mate as of November 2026. These sectors tend to operate at high transaction volumes with complex billing arrangements, creating sustained demand for AR professionals who can manage accounts with limited supervision.