Treasure AI

Treasure AI is the agentic experience platform built to acquire, retain, and grow your most valuable customers. Powered by AI, Treasure AI is shaped by human creativity and always-on through continuous, context-driven action.

Furthermore, Treasure AI employees are enthusiastic, data-driven, and customer-obsessed. We are a team of drivers—self-starters who take initiative, anticipate needs, and proactively jump in to solve problems. Our actions reflect our values of honesty, reliability, openness, and humility.

Your Role

The AR Accountant owns the accounts receivable cycle, including invoicing and collections, and plays a key role in supporting revenue recognition and month-end close. This role requires attention to detail, proactivity, strong communication, and the ability to drive processes to completion accurately and timely. The ideal candidate is comfortable leveraging AI tools to automate routine tasks and continuously improve AR processes.

Responsibilities

Own the invoicing process end-to-end — generate accurate billing schedules and invoices in a timely manner, proactively monitor accounts for non-payments, delayed payments, and irregularities, and maintain AR aging and collections documentation to ensure prompt follow-up with customers and internal teams
Own the monthly overage fee process end-to-end — review and validate overage pricing and entitlement limits, calculate and reconcile overage fees, generate accurate and timely overage billing, drive cross-functional alignment with internal stakeholders on notices and billing decisions, and communicate overage notices to customers
Partner with Professional Services to review and validate hours and project milestones against contract terms, ensure timely and accurate PS billing, and allocate and recognize revenue in accordance with ASC 606 and company policy
Lead AR collections — prioritize and manage accounts, strictly follow collection guidelines to ensure timely escalation, and collaborate cross-functionally to drive dispute resolution and payment plan negotiations
Conduct customer credit assessments — evaluate new and existing credit requests using D&B metrics (PAYDEX, Delinquency Score, Failure Score, and D&B Rating), analyze payment history and risk indicators, and make credit approval decisions promptly in accordance with our credit policy; escalate requests outside thresholds to management
Take ownership of customer inquiries and payment inquiries — proactively resolve billing questions, such as providing account statements, payment history, and withholding tax forms; escalate complex issues timely
Lead new customer onboarding — set up and manage sales orders in Workday to ensure complete and accurate billing and revenue recognition setup
Strong understanding of revenue recognition standards under ASC 606 with ability to identify complex or non-standard transactions and escalate accordingly
Drive month-end close deliverables including posting journal entries, revenue and related reconciliations, and flux analysis with minimal oversight
Support audit preparation — proactively organize and maintain schedules and documentation to support financial audits
Proactive in utilizing AI-powered tools (e.g., Glean, Treasure Work) to improve role efficiencies, including research and task automation via AI agents, such as drafting customer communication templates, summarizing account activity, support flux analysis, and other ad hoc month-end close reporting
Active participant in the Company’s AI-native initiatives
Take on ad-hoc projects and contribute to process improvement initiatives as they arise

Job Requirements

Bachelor’s degree in accounting or related field
2 to 5 years or relevant experience
Experience with Workday and HubSpot preferred
Proficiency in Microsoft Office and Google Suite applications
Ability to work independently in a fast paced and high volume environment with an emphasis on accuracy and timeliness
Attention to detail, and ability to adapt and learn quickly to new situations
Excellent verbal and written communication skills, and great customer service attitude
Comfortable using AI-powered tools (e.g. Claude, Treasure Work, AI assistants); prior AI experience is not required, but a willingness to learn and adopt new tools is expected
Able to apply sound judgment when working with AI-generated outputs — verifying accuracy and ensuring all billing, collections, and revenue recognition work meets accounting and compliance standards

Physical Requirements

Working out of the Mountain View, California office according to our “Global Hybrid Working Policy.”

In office Monday, Wednesday, and Fridays required for this role.

Travel Requirements

No regular travel requirements, may be invited to team’s offsite meetings on an annual basis

This description captures the core of the role today. As we adopt AI and new ways of working, responsibilities may evolve, and we encourage team members to take initiative, lean into change, and help expand the impact of their role beyond what’s listed here.

Perks And Benefits (US)

Our benefit package showcases our culture of care and empathy with

Comprehensive medical, dental, vision plans and Employee Assistance Program (EAP)
Competitive compensation packages
Company paid life insurance 3x salary
Company paid short- and long-term disability coverage
Retirement planning (401K) with 4% company match
Restricted Stock Units (RSU)
Flexible Time Off (FTO)
Up to 26 weeks paid parental leave including a post-partum night nurse
Comprehensive support and access to care for everyone, everywhere through Carrot - our global reproductive health and family-building benefit.

Our Dedication To You

We value and promote diversity, equity, inclusion, and belonging in all aspects of our business and at all levels. Success comes from acknowledging, welcoming, and incorporating diverse perspectives.

Diverse representation alone is not the desired outcome. We also strive to create an inclusive culture that encourages growth, ownership of your role, and achieving innovation in new and unique ways. Your voice will be heard, and we will help amplify it.

Agencies And Recruiters

We cannot consider your candidate(s) without a contract in place. Any resumes received without having an active agreement will be considered gratis referrals to us. Thank you for your understanding and cooperation!

This description captures the core of the role today. As we adopt AI and new ways of working, responsibilities may evolve, and we encourage team members to take initiative, lean into change, and help expand the impact of their role beyond what’s listed here.

Treasure AI moves marketing and data teams beyond legacy martech SaaS toward autonomous, ROI-driven AI agents that operate continuously, while keeping the human in the loop. With built-in governance, Treasure AI is powered by an always-up-to-date understanding of each customer for AI to act on.

The result is always-on marketing execution that compounds over time: smarter engagement, stronger retention, and measurable growth.

Treasure AI’s agentic experience platform is available across web, mobile, and desktop — bringing your customer intelligence to every workflow, wherever your team works.

Treasure AI

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