Accounts Receivable Specialist

Is this you?  Are you a skilled AR specialist with a can-do attitude? Are you a self-starter who is ready for an exciting opportunity to help drive the finance/administration department of a growing technology solutions company? If so, then this position is right for you!     

Who are we? Glad you asked! Opti9 is a trusted cloud solutions provider committed to delivering industry-leading, tailored solutions that meet the unique needs of businesses across a wide range of industries. We are a premier Veeam partner, as well as an AWS Premier Consulting Partner and Certified Solution Provider. Our expertise includes managed cloud, backup and replication, disaster recovery, security, and Microsoft 365 solutions. In the public cloud space, we specialize in migration, optimization, transformation, and cloud-first application consulting.   

What sets us apart? A fun, casual, and collaborative culture that embraces fresh ideas, innovation, and a strong customer-first mindset. At Opti9, we work hard, support each other, and never shy away from a challenge. We believe in balancing results with a positive team spirit—and we’re always on the lookout for authentic, accountable individuals who are ready to grow with us and make an impact.   

What would you do?

As an AR specialist, you will be responsible for customer account maintenance and internal inventory management. In particular, you will be working with our billing systems to handle our accounts receivable through our AR platform. The ideal candidate for this position has a positive attitude, a tireless work ethic, an insatiable appetite for growth and a desire to help customers with their accounting needs.    

Primary Responsibilities: 

• The primary role in this position will be providing Financial Administration and support to our Finance Manager and Controller  

• Develop technical & operational knowledge of the entire Opti9 finance department 

• Own end-to-end customer billing processes, including recurring, usage-based, and contract billing, non-recurring billing, ensuring accuracy and timeliness 

• Process customer purchase orders and execute non-recurring billing in accordance with contract terms   

• Serve as a primary point of contact for customer billing inquiries, resolving escalations, disputes, and billing issues professionally and efficiently 

• Reviewing customer account statements/invoices and performing A/R sub-ledger account reconciliation 

• Lead accounts receivable management, including monitoring aging, following up on overdue balances, and partnering with internal teams to drive collections based on the AR policy 

• Prepare and present bi-weekly AR review materials for meetings with the Finance Manager, Controller, CFO, and CEO, including aging analysis, risk assessment, and action plans 

• Oversee application of cash, credits, write-offs, and adjustments, ensuring appropriate approvals and documentation 

• Coordinate closely with Sales, Customer Success, and Operations to ensure accurate customer onboarding, billing changes, renewals and suspension 

• Support month-end close activities related to AR and billing, including reconciliations, reporting, and variance analysis 

• This is not a fully remote position; candidates must be willing to work on-site in our Omaha office at least 2 days/week 

What do you know?    

Technical Knowledge and Experience:   

• Bachelor’s degree or equivalent work experience in Accounting or Finance  

• A minimum of 2 year of experience in financial and accounting function  

• Experience with software such as Microsoft Office (word, outlook, PowerPoint)   

• Excellent with Excel (pivot table)   

• Proficiency with SAGE ERP Accounting (Intacct, 300) is a plus  

• Professional accounting accreditation is a plus  

• Working knowledge and understanding of billings cycles, AR management, Deferred Revenue, order processing and reports reconciliation  

General Knowledge and Experience:   

• Excellent problem-solving and critical-thinking skills   

• Keen attention to detail  

• Quick learner   

• Good organization, time management, and prioritization   

• Efficient coaching and troubleshooting abilities    

• Effective communication skills, including speaking, writing and listening   

What do you get from us?  

At Opti9, we believe work should be more than just a job—it should be a place where you feel valued, supported, and excited to grow. When you join our team, here’s what you can expect: 

• Unlimited PTO – That’s right! Unlimited PTO and paid holidays so you can recharge, take care of what matters, and bring your best self to work 

• Flexible Work Options – Enjoy the flexibility of a hybrid schedule with a mix of remote and in-office collaboration if you’re located near one of our offices 

• Health, Dental & Vision Coverage – Comprehensive insurance plans to keep you and your family healthy 

• HSA & FSA Plans – Use pre-tax dollars for healthcare and dependent care expenses. Plus, we contribute to your HSA every paycheck 

• Wellness Reimbursement – An annual benefit to support your physical and mental well-being, covering a wide range of health-related expenses 

• 401(k) with Company Match – Invest in your future with our 401(k) plan and company contribution 

• Casual, Supportive Culture – We keep things laid-back but focused, with a strong emphasis on teamwork and accountability 

• Recognition & Rewards – We celebrate wins and recognize contributions with regular programs that highlight your impact 

• Professional Development – Access learning opportunities, training programs and support for certifications to help you grow your career 

• Give Back Together – Participate in group volunteer opportunities and community initiatives that align with our values 

• Zoo Membership – Unwind outside of work with a 50% reimbursement on your annual zoo membership 

• A Place You’ll Want to Be – We’re building a team of great people doing meaningful work—and we have fun doing it 

Opti9 provides equal employment opportunities to all employees and applicants for employment without regard to race, color, ancestry, national origin, gender, sexual orientation, marital status, religion, age, disability, gender identity, results of genetic testing, service in the military, or any other legally protected characteristic.

Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results.

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