Accounts Receivable Associate

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About Ontra
Ontra is the leader in AI-powered solutions for the private markets. Powered by industry-leading AI, data from over 2 million contracts, and a global network of legal professionals, Ontra automates critical private market workflows across the fund lifecycle. Ontra’s solutions transform unstructured data trapped in static documents into actionable intelligence, enabling firms to accelerate contracts, streamline compliance, and automate entity management. Trusted by more than 1,000 global GPs, investment banks, law firms, and advisors – including nine of the top ten PEI-ranked firms worldwide – Ontra helps firms focus on what’s important.

Our Culture
Ontra is a remote-first company that values the power of connection. We find innovative ways to stay connected, both virtually and in person. By promoting ownership, inspiring creativity, and championing collaboration, Ontra enables you to shape your impact and growth. Our commitment to innovation extends beyond our technology; it’s embedded in our culture, and AI plays a crucial role in everything we do.

Our culture is one where belonging is the cornerstone of every interaction, rooted in acceptance and respect for all. Our commitment to inclusion begins at the application process, ensuring a fair and equitable hiring experience that values the unique contributions you bring from day one.

For this job we are currently only hiring candidates based in the United States. 

About the Role

Ontra is seeking an Accounts Receivable Associate reporting to our Team Lead, Billing Operations, on our Finance & Accounting team.

The role is a great opportunity for someone who is excited to serve as the liaison between Ontra’s Finance & Accounting function and our diverse customer roster. Our ideal candidate will be responsible for obtaining an in-depth understanding of our company and our customers’ billing processes and should be able to identify and resolve complex billing issues. 

If you are an up-and-coming finance/accounting professional looking to deliver a large impact on a growing team and company, we’d love to get to know you!

What You’ll Do

  • Invoicing: accurately and efficiently prepare invoices in compliance with client guidelines to facilitate prompt payment

  • Collections: proactively monitor delinquent accounts and contact customers to discuss overdue balances

  • Customer Outreach: communicate with customers to resolve any billing or payment inquiries in a timely and professional manner

  • Internal Coordination: collaborate with Customer Success to ensure timely delivery of customer invoices and collaborate to resolve billing issues related to invoices and delinquent accounts

  • Inbox Management: maintain an organized inbox and utilize internal ticketing system to respond to customer inquiries with a sense of ownership and urgency

  • Data Integrity: maintain up-to-date customer information records and billing contacts

  • Cash Application: develop an understanding of Ontra’s cash application process to investigate unallocated funds and ensure AR balances are accurate across systems

What You’ll Bring

  • Experience: 1+ years of professional experience; knowledge of billing, collections, and accounts receivable preferred 

  • Accounting: understanding of order-to-cash processes, aging reports, and foreign exchange rates

  • Superior Attention to Detail: takes time and effort to avoid errors and consistently delivers accurate work product

  • Organized and Adaptable: can shift between multiple priorities without losing accuracy or momentum, and see tasks to completion in a timely manner

  • Polished Customer Service: proven ability to interact with clients in a positive, professional manner and proactively resolve customer issues related to invoicing and collections

  • Proactive Communication: ability to communicate clearly and professionally, both internally and externally, in a variety of formats (written and verbal)

  • Excel: working knowledge of pivot tables, vlookup, generating reports and manipulating data

  • Software: experience with or interest in learning common accounting and billing software platforms (e.g., NetSuite or BillingPlatform) a plus

Pay Transparency

Ontra takes individual candidate location, experience, and skills into consideration when determining compensation. The base pay range is listed below. Some positions may be eligible for additional compensation, such as commission, variable compensation, profits interest units, or other equity-based compensation, which are not included in the below base pay range.

If you are selected to participate in our interview process, your Talent Acquisition Partner will share more details about the total compensation package for the role.

Compensation

Base Pay Range: $58.3K – $81.6K

Hiring Locations

We currently hire exclusively in the locations listed below. Select jobs may have more specific location requirements due to business needs.

United States

Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Kansas, Massachusetts, Maryland, Minnesota, North Carolina, New Jersey, Nevada, New York, Ohio, Oregon, Pennsylvania, Rhode Island, Tennessee, Texas, Utah, Virginia, Washington

APAC

Hong Kong

EMEA

United Kingdom

Benefits Snapshot

  • Remote-first working policy, with office hubs in NYC, Santa Barbara, and London

  • Twice yearly team offsites for in-person collaboration

  • Paid flexible time off policy

  • Paid parental leave and benefits

  • Employer-supported retirement contributions, varying by country

  • Monthly phone and internet reimbursement

  • Company-sponsored LinkedIn Learning accounts, department budgets for professional development, and robust onboarding program

  • Various options for medical, dental, and vision insurance

Travel

Occasional travel is required for Ontra employees, including typically at least twice per year to attend team and larger group off-sites for in-person collaboration. For some roles, additional travel may be required based on the requirements of the role and business need.

Inclusivity

Ontra is committed to the full inclusion of all qualified individuals. As part of this commitment, Ontra will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected].

Personnel Privacy Notice: View here.

Note on Employment Verification: All employees hired will be required to verify identity and eligibility to work in their particular location.

Note to External Agencies: We are not accepting any blind submissions or resumes/CVs from recruitment agencies. Any candidates sent to Ontra will NOT be accepted or considered as a submission without a signed agreement in place.