Accounts Receivable Associate

| Greater NYC Area
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The role you'll play:

CB Insights is seeking a motivated AR associate to join our growing Finance team that will help assist in billing and collection operations specific to the AR department. You will monitor accounts daily and taking actions in order to encourage timely payments. Furthermore, you will have the opportunity to collaborate with multiple departments across several tasks’ integral to client and cross department relationships.

Your main tasks:

  • Generate invoices and confirm invoice delivery and acceptance
  • Facilitate payment of invoices due by sending bill reminders and contacting clients; track and escalate past due invoices
  • Investigate and resolve customer queries
  • Complete vendor onboarding tasks (website registration, document completion, etc) 
  • Catalog and update internal billing records for all clients
  • Be a point of contact for the sales team to field general payment and AR related questions
  • Update account status and prepare reports on progress of collection activities
  • Assist in streamlining our processes and creating standard operating procedures for future workflows
  • Help with ad-hoc requests

What you bring to the table:

  • BA/BS with 1-3 years related experience in a similar role
  • Experience working with Fortune 500 customers and international clients
  • Experience with excel, google sheets and familiarity with industry-standard software, such as Intact and Salesforce
  • Strong verbal and written communication skills and the ability to handle potential tense interactions with clients and internal teams
  • Detail oriented with strong personal accountability
  • 5H's: Hard Work, High Standards, Hunger, Helpful and Humility

What’s CB Insights All About:

The CB Insights platform is the smartest way to explore and exploit emerging technologies. We help the world’s leading companies accelerate their digital strategy and transformation with data, not opinion. Our Emerging Technology Insights Platform fuses machine and human intelligence to help you discover and manage your response to emerging technology startups and markets

The Perks:

  • Amazing culture that emphasizes Hard Work, High Standards, Hunger, Helpfulness, and Humility. Learn more here
  • A newsletter that 650k+ people follow:  Sign up here.
  • Be Healthy: Health with HSA and FSA options, dental, and vision insurance along with unlimited/take what you need sick day policy
  • Plan for the future: 401k with up to 4% match
  • Continued Learning: $1,000 yearly continuing education stipend
  • Rest and Relax: Competitive vacation and holiday plans 
  • Refuel: In office daily lunch stipend, unlimited snacks/coffee


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Technology we use

  • Engineering
    • GolangLanguages
    • JavascriptLanguages
    • PythonLanguages
    • ReactLibraries
    • ReduxLibraries
    • MySQLDatabases
    • PostgreSQLDatabases

Location

498 7th Avenue, 14th Floor, New York, NY 10018

An Insider's view of CB Insights

What are some social events your company does?

To help foster cross team communication & collaboration, here are some things CB Insights does:

- yearly company offsite
- monthly company-wide team building events (past events include: bubble ball, game night, talent show, spelling bee, wine tasting, field day, etc.)
- monthly anniversary socials
- volunteer
- Ladies Lunches
- holiday party

Javonne

Recruiter

What's the biggest problem your team is solving?

Our team brings new datasets to the platform. A few valuable ones are patents, earnings transcript & press articles from special verticals.Instead of just surfacing the data, we run topic modeling, sentiment analysis & improving recommendation systems.The innovative way of feeding info helps clients to be sensitive to trends moving in the industry.

Shisi

Software Engineer

What does career growth look like on your team?

Our Sales Development Representative team has had tremendous growth over the past couple of years. Our career path is clear, we offer coaching and mentorship in order to successfully promote the team. Our SDRs know exactly what they need to accomplish in order to move up the ladder and grow both personally and professionally.

Logan

Senior Manager, Sales Development

How do your team's ideas influence the company's direction?

Customer Success at CBI acts as the intermediary between our clients and the org. Because of this, we are in a position to voice opinions that influence the product, events we host, and the intelligence we publish. With our fingers on the pulse of emerging tech, we are equipped to become strategic advisors for our customers and also the org.

Graham

Director of Customer Success

What projects are you most excited about?

I'm excited to accelerate our ability to ingest existing data sets. As we continue to expand our data sources, the Product and Data team have worked together to come up with solutions to manage the volume of data that enters the CBI database. I'm eager to work with engineers to start incorporating more automation to boost efficiency in our tools.

Anna

Product Manager

What are CB Insights Perks + Benefits

CB Insights Benefits Overview

Subsidized health, dental, and vision insurance
401k with up to 4% match
$1,000 continuing education stipend
One Medical
Unlimited sick days
Vacation + holidays
Bonusly
Bravely

Culture
Volunteer in local community
Friends outside of work
Eat lunch together
Intracompany committees
Outdoors Club Board Game Club Book Club Dungeons and Dragons Club LGBTQ Club
Daily stand up
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Diversity
Highly diverse management team
Unconscious bias training
Mean gender pay gap below 10%
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Up to $2,750 towards your FSA with up to $500 rollover.
Disability Insurance
Short-term disability insurance covers 60% of annual salary up to $10000 monthly maximum payout.
Dental Benefits
Two different plan options to select from through Guardian.
Vision Benefits
Health Insurance Benefits
3 different plan options through Empire Blue Cross Blue Shield.
Life Insurance
Life insurance at CB Insights is employer paid.
Pet Insurance
Wellness Programs
Gym discounts offered through Empire Blue Cross Blue Shield. Offer access to One Medical.
Retirement & Stock Options Benefits
401(K)
CB Insights 401(K) program allows employees to starting contributing their 4th month of employment.
401(K) Matching
CB Insights 401(K) program matches up to 4% of an employee's contribution with immediate vesting at 13 months of employment.
Performance Bonus
CB Insights offers a performance bonus for all non-commissioned roles based on company and personal performance.
Child Care & Parental Leave Benefits
Generous Parental Leave
CB Insights provides up to 12 weeks of maternity leave and 8 weeks of paternity leave.
Flexible Work Schedule
Remote Work Program
Our remote work program includes work from home full-time remote for specific positions.
Family Medical Leave
Return-to-work program post parental leave
Company sponsored family events
Vacation & Time Off Benefits
Generous PTO
Paid Volunteer Time
Paid Holidays
Paid Sick Days
We offer unlimited sick days.
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Free Daily Meals
Stocked Kitchen
Snacks, coffee, tea and all the goldfish you can handle.
Some Meals Provided
$8 off towards seamless for lunch every day!
Happy Hours
Recreational Clubs
We have different culture clubs you can join including hiking and book clubs.
Home Office Stipend for Remote Employees
Professional Development Benefits
Job Training & Conferences
Diversity Program
Lunch and learns
Cross functional training encouraged
Promote from within
Mentorship program
Continuing Education stipend
$1,000 towards education stipend after you have been with us for 6 months.
Customized development tracks

Additional Perks + Benefits

Subsidized Health Insurance, 401(K) with Matching, Yearly Education Stipend, Lunch Stipend, Office Gong, Awesome Team Building Events

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