geekoffice

• Create qualified pipeline through outbound sales efforts • Conduct high-volume outbound prospecting via phone, email, and LinkedIn • Schedule high-quality demos with sales executives • Collaborate with sales leadership to improve targeting and messaging

• Apply ASC 606 revenue recognition policies across subscriptions, services, and add-ons • Manage deferred revenue schedules, including renewals, upgrades/downgrades, contract modifications, and multi-year deals • Partner with Sales and Customer Success to ensure billing accuracy and contract terms support proper accounting treatment • Help strengthen quote-to-cash practices by identifying gaps, risks, and control improvements • Provide oversight into sales tax calculations, filings, nexus monitoring, and compliance practices • Own key components of the monthly, quarterly, and annual close process (timelines, tasks, and deliverables for your areas) • Prepare and review journal entries, account reconciliations, and variance analyses • Maintain GL integrity and ensure adherence to U.S. GAAP • Create clear support and documentation for accounting conclusions and close deliverables • Support audit requests and year-end reporting, including preparing schedules and responding to questions • Support AP, expense management, credit cards, payroll accounting, and accruals as needed • Assist with cash management, bank reconciliations, and treasury-related activities • Maintain and improve accounting workflows, close checklists, and internal controls • Help document policies and procedures so the team can scale without chaos • Use modern AI tools (ChatGPT, Claude, Excel/Sheets Copilots, and similar) day-to-day to accelerate reconciliations, flux analysis, research memos, and accounting documentation • Identify and implement AI-driven automation across the close, revenue operations, and quote-to-cash — partnering with Finance, RevOps, and IT to put the right tools in the right hands • Establish pragmatic review practices and controls around AI-generated outputs so everything we rely on is accurate, explainable, and audit-ready • Bring an experimentation mindset — continuously test new AI tools and techniques, share what works (and what doesn’t), and help the broader team level up their AI fluency.

• Own and manage a portfolio of open receivables across ~1,000 customers • Maintain a consistent, proactive follow-up cadence on outstanding balances • Track and follow through on all promise-to-pay commitments • Drive resolution of past-due accounts with professionalism and urgency • Post cash receipts accurately and on time • Serve as the primary point of contact for billing questions and account inquiries • Communicate clearly and professionally — balance firmness with relationship preservation • Investigate and resolve invoice disputes end-to-end • Keep accurate notes, account records, and follow-up tracking • Provide weekly AR and collections reporting to the Controller

• Execute high-volume outbound prospecting via phone, email, LinkedIn, and other channels • Research and prioritize target accounts aligned to RTA’s Ideal Customer Profile • Qualify prospects and schedule high-quality demos with Sales Executives