---
title: 'Accounts Receivable Accountant at InvestorFlow'
canonical: 'https://feeny.ai/job/accounts-receivable-accountant-investorflow-new-york-117ek7x39kx1'
type: 'job'
last_seen: '2026-10-31'
---

# Accounts Receivable Accountant at InvestorFlow

- **Company:** InvestorFlow
- **Location:** New York, NY
- **Compensation:** $90k–$110k
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-10-29
- **Last confirmed live:** 2026-10-31
- **Apply:** https://jobs.lever.co/investorflow/5a7df081-414c-4d4b-861e-d77a53bf6a8b

## Job description

InvestorFlow is the only company of its kind to deliver industry specialized CRM, built on Salesforce, and digital portals to help alternative asset firms find opportunities, create and manage relationships, and turn relationship insights into action with increased productivity and transparency.

InvestorFlow is seeking an Accounts Receivable Accountant to manage customer billing for its US and UK businesses, assigned accounts receivable and collections, and monthly accounting close activities. The role works with Sales, Business Operations, Services and the accounting team to maintain accurate customer balances and support cash planning.

You Will:

- Manage US and UK customer billing, partnering with Sales, Business Operations and Services to ensure accurate, timely invoices aligned with contracts, renewals and amendments, and resolve inquiries.
- Create and maintain customer accounts, billing contacts, payment terms, purchase-order and portal requirements, and tax documentation; apply applicable sales tax and VAT requirements.
- Manage assigned receivables, collections, payments, credits and refunds; resolve discrepancies and report collection risks and expected cash receipts. Identify potentially uncollectible balances, prepare bad debt and reserve analyses, and recommend write-offs and reserve adjustments.
- Complete assigned close activities and reconciliations, and provide documentation for revenue accounting, tax reporting and audits.
- Maintain accounting records, procedures and controls; communicate outstanding issues and help improve billing, collections and accounting processes.

You Have:

- At least 3 – 5 years of experience in billing, accounts receivable and general accounting.
- Bachelor’s degree in accounting, finance or a related field, or equivalent experience.
- Proficiency with NetSuite, Salesforce CRM, Upflow dunning and collections, and Avalara sales tax, or comparable systems.
- Strong attention to detail, organization, follow-through and communication skills.
- Ability to work in a fast-paced, growing SaaS and services business.
- Strong Excel skills, including pivot tables and lookup functions.

## Preferred Qualifications

- Experience with SaaS or recurring subscription and services billing, US and UK billing, and sales tax or VAT.

InvestorFlow is an investor and deal engagement platform that prioritizes intelligent digital experiences, productivity, and engagement. Our cloud-native platform integrates deal flow management, fundraising, reporting, and investor services. We are proud to serve over 175 clients, including 25 of the top 50 alternative asset managers, managing more than $6 trillion in assets, 750 funds, and 90,000 LPs. Headquartered in San Francisco, California, we are committed to driving innovation and inclusivity in the financial industry. To learn more about our company, please visit www.investorflow.com.

## About InvestorFlow

## Company Overview
- **One-liner**: InvestorFlow provides an AI-powered CRM and investor portal platform for private markets firms, enabling capital formation, deal execution, and investor services.
- **Entity Type**: Private (Series A funded)
- **Headquarters**: San Francisco, California, United States
- **Founded**: 2015
- **Founders**: Todd Glasson (CEO)

## Core Business
- **Primary industry/industries**: Fintech – Alternative Asset Management Software
- **Target customers**: B2B – private equity, private credit, real assets, venture capital, and other alternative asset managers
- **Mission or purpose statement**: “Turning relationships into capital, investment opportunities, and partnerships” ([linkedin.com](https://linkedin.com/company/investorflow))

## Products & Services
- **Capital Formation**: Fundraising platform that helps identify the right LPs, track commitments, and close funds faster using AI insights and digital experiences.
- **Capital Deployment**: Deal sourcing and execution tool that auto-generates target lists, surfaces proprietary data from meetings and emails, and advances deals through workflows.
- **Investor Services**: Personalized investor engagement, streamlined reporting, and centralized LP relationship management.
- **Platform Foundation**: Built on Salesforce, powered by OpenAI, and hosted on Microsoft Azure, with enterprise-grade security and compliance.

## Market Standing
- **Valuation/Market Cap**: Not publicly available
- **Key Metric**: Annual revenue of $7.4M (estimated) and total funding of $30M (Series A, April 2022, led by Ambina Partners) ([linkedin.com](https://linkedin.com/company/investorflow))
- **Notable Investors/Partners**: Ambina Partners (lead investor); strategic partners include Salesforce, Microsoft Azure, OpenAI, DocuSign, Seismic
- **Growth Signals**: Trusted by more than 200 top private markets firms; over $3.5 trillion in assets on the platform; headcount of 141 employees (+4.6% YoY); acquired Cloud Theory (2022) and Coyote Software (2024)

## Competitive Advantages
- **AI-native workflows**: AI is embedded across capital formation, deal sourcing, and investor services, delivering actionable insights and automation.
- **Salesforce-native**: Deep integration with Salesforce provides a unified front-office platform that is configurable and scalable.
- **Private-markets focus**: Dedicated exclusively to the alternative assets industry, unlike general-purpose CRMs.
- **End-to-end suite**: One platform covers fundraising, deal execution, and investor relations, reducing the need for multiple point solutions.

## Strategic Focus
- Expanding AI capabilities to further automate relationship intelligence and next-best-action recommendations.
- Growing global presence, particularly in EMEA (offices in London, Santo Domingo, and remote teams).
- Scaling the platform through strategic acquisitions and deepening integrations with leading enterprise tools.

## Why Work Here
- **Culture**: Innovation-driven environment focused on transforming a traditionally manual industry with technology. Emphasis on delivering value to top-tier financial firms.
- **Work policy**: Hybrid model dominates (49% hybrid, 32% onsite, 19% remote per recent job listings) ([jobera.com](https://jobera.com/employer/investorflow/))
- **Open roles**: 25 open positions as of August 2026, including Lead Data Engineer, Senior Consultant (AI), Site Reliability Engineer, and various product and engineering roles.
- **Perks/Engineering culture**: Exposure to cutting-edge AI (OpenAI, data engineering), opportunities to work with Salesforce, and a flat organizational structure with direct impact on product direction.

## Sources
1. [investorflow.com](https://www.investorflow.com/)
2. [jobera.com](https://jobera.com/employer/investorflow/)
3. [linkedin.com](https://linkedin.com/company/investorflow)
4. [appexchange.salesforce.com](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FtTHLUA3)
5. [people.equilar.com](https://people.equilar.com/bio/org/investorflow/9981997)

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