Fast Facts

Lucid Software is hiring an Accounts Receivable Analyst II to enhance financial management and efficient operations within their Accounting team while ensuring top-notch customer service and collaboration across teams.

Responsibilities: Main responsibilities include handling collections, providing exceptional customer service, generating analytical reports, becoming an expert in billing systems, and ensuring data integrity in accounts receivable.

Skills: The ideal candidate should possess strong analytical skills, technical proficiency in spreadsheets and billing systems, excellent communication capabilities, detail-oriented problem-solving skills, and a collaborative spirit.

Qualifications: Preferred qualifications include familiarity with software like NetSuite and experience in a SaaS company or customer service background.

Location: The position is based in Raleigh, NC, with hybrid work options available.

Compensation: Not provided by employer. Typical compensation ranges for this position are between $55,000 - $75,000.

Lucid Software is the leader in visual collaboration and work acceleration, helping teams see and build the future by turning ideas into reality. Our products, business, and workplace culture have received numerous awards, such as being named to the Forbes Cloud 100 and a Fortune Best Workplace in Technology. Lucid is a hybrid workplace, allowing employees to work remotely, from one of our offices, or a combination of the two depending on the needs of the role and team. At Lucid, we hold true to our core values of teamwork over ego, innovation in everything we do, individual empowerment, initiative, and ownership, and passion and excellence in every area. We value diverse perspectives and are dedicated to creating an environment that is respectful and inclusive for everyone.

Lucid is seeking a dynamic and high performing Accounts Receivable Analyst II to join our Accounting team. Our team plays a critical role in ensuring optimal financial management and efficient operations across Lucid. We also partner, cross-functionally, to appropriately allocate resources, inform key business decisions, and facilitate the execution of operational plans. 

Responsibilities:

• Collections First: This is your #1 focus. You will tackle past-due accounts with both enthusiasm and tenacity
• White-Glove Service: Provide top-notch, professional communication to our customers, responding to inquiries and requests with a "white-glove" touch
• Analytical Reporting: Provide monthly reporting and analysis on AR aging and overdue balances to inform business decisions
• Systems Expert: Become the go-to subject matter expert in Netsuite, Zendesk, Recurly, Salesforce and other core billing systems
• Cross-Functional Collaboration: Partner daily with our energetic Sales and Deal Desk teams to keep the wheels turning
• Data Integrity: Identify and resolve AR discrepancies immediately—because write-offs keep us up at night!

Requirements:

• Education & Experience: Bachelor’s degree or 5+ years of equivalent, hands-on experience in Accounts Receivable and Collections
• Account Investigation & Diagnosis: A proven track record of managing high volumes of data. You can independently navigate the unique nuances of various payment terms and customer requirements to diagnose account health and determine the most effective next steps—especially when the path to resolution is ambiguous. You have the professional judgment to know exactly which questions to ask to uncover the root cause of a delay and drive the account to resolution
• Technical Proficiency: Strong skills in Excel and Google Sheets (VLOOKUPs, pivot tables) and a natural comfort with billing/accounting systems and emerging technologies
• Communication & Service: Superb written and verbal communication skills used to provide "white-glove" customer service to both external customers and internal sales reps
• Drive: The ability (and the passion) to collect crazy amounts of cash!
• Attention to Detail: Possess extreme accuracy and attention to detail in everything you do
• Problem Solving: An out-of-the-box thinker with a passion for turning over every leaf to collect from customers, including picking up the phone to reach them directly
• Ownership: A self-starter who can work independently, manage multiple deliverables, meet aggressive deadlines, and take full ownership of assigned workstreams
• Collaborative Spirit: A team player who maintains an optimistic outlook and thrives in a fast-paced, highly collaborative growth environment

Preferred Qualifications:

• Software Expertise: Experience with NetSuite, Zendesk, Recurly, and/or Salesforce
• Industry Experience: Prior experience working within a SaaS company
• Service Background: Strong background in customer service

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