Accounts Receivable Specialist II

The Billing and Collections team member is responsible for processing billing and ensuring efficient collections operations. This role involves reviewing contracts, processing sales orders, and processing invoicing, while also engaging in proactive collections activities and maintaining clear communication with customers and internal teams.

• Billing Operations

• Review opportunities and contracts in Salesforce (SF) and other source systems to ensure accurate billing setup.

• Approve sales orders and ensure all products and services are billed accurately in NetSuite (NS).

• Submit invoices through customer portals and send invoices directly to customers.

• Perform account reconciliations to verify billing accuracy and resolve discrepancies.

• Handle expense billing to ensure all relevant costs are included in customer invoices.

• Collections Activities

• Update Salesforce or relevant systems with detailed collection notes to maintain accurate records of customer interactions.

• Collaborate with the billing team on escalations and address any billing-related questions.

• Forecast cash flow by analyzing collections data and identifying trends.

• Address sales escalations related to aged receivables and work with sales teams to resolve outstanding issues.

• Conduct regular collection meetings with sales teams to align strategies and priorities.

• Issue demand letters for overdue accounts and manage the distribution of account statements.

• Manage account automations related to statement distribution to ensure timely communication with customers.

Qualifications

• Experienced in billing and collections, with a strong understanding of accounts receivable processes, minimum 2-5 years.

• Proficiency in Salesforce and NetSuite, or similar systems, with the ability to manage billing and collections activities within these platforms.

• Strong analytical skills to forecast cash flow and identify trends in collections data.

• Excellent communication and interpersonal skills to work effectively with customers and internal teams.

• Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.

• This role is essential for ensuring the accuracy and efficiency of billing operations and maintaining strong cash flow through effective collections strategies.

Fortive Corporation Overview

Fortive’s essential technology makes the world stronger, safer, and smarter. We accelerate transformation across a broad range of applications including environmental, health and safety compliance, industrial condition monitoring, next-generation product design, and healthcare safety solutions.

We are a global industrial technology innovator with a startup spirit. Our forward-looking companies lead the way in software-powered workflow solutions, data-driven intelligence, AI-powered automation, and other disruptive technologies. We’re a force for progress, working alongside our customers and partners to solve challenges on a global scale, from workplace safety in the most demanding conditions to groundbreaking sustainability solutions.

We are a diverse team 18,000 strong, united by a dynamic, inclusive culture and energized by limitless learning and growth. We use the proven Fortive Business System (FBS) to accelerate our positive impact.

At Fortive, we believe in you. We believe in your potential—your ability to learn, grow, and make a difference.

At Fortive, we believe in us. We believe in the power of people working together to solve problems no one could solve alone.

At Fortive, we believe in growth. We’re honest about what’s working and what isn’t, and we never stop improving and innovating.

Fortive: For you, for us, for growth.