Collections Specialist

Overview

This role manages an organization’s accounts receivable portfolio to ensure timely payment of outstanding invoices while minimizing credit risk. The position is essential to maintaining healthy cash flow and involves proactive customer account management, resolving billing discrepancies, and partnering across Sales, Customer Success, and Finance.

The ideal candidate is detail-oriented, analytical, persistent, and professional when working with high-volume B2B collections.

Responsibilities

• Manage assigned customer accounts from initial follow-up through resolution, maintaining a consistent collection cadence and escalating accounts requiring management, legal, or third-party intervention.
• Meet established cash collection goals and assigned performance KPIs.
• Review accounts receivable aging reports and prioritize collection activity based on balance, delinquency, risk, and business impact.
• Document customer contacts, payment commitments, disputes, and collection activity in the accounting system.
• Research and resolve invoice discrepancies, short payments, unapplied cash, billing issues, and other payment barriers.
• Identify and escalate high-risk accounts, recurring delinquencies, and broken commitments to management.
• Prepare weekly aging summaries, collection forecasts, account updates, and KPI reports for management.
• Protect confidential customer, financial, and organizational information in accordance with organizational policies.
• Process customer credit card payments through the approved third-party processor.
• Manage invoice uploads through customer payment portals.
• Perform other duties as assigned.

Requirements

• High school degree or equivalent.
• Minimum 1 year of experience, preferred.
• Experience in a mid-size or high-growth organization ($50M+ revenue preferred).
• ERP experience preferred.
• Strong understanding of AR aging, DSO, and credit management principles.
• Excellent verbal and written communication skills.
• Strong negotiation and conflict-resolution abilities.
• Analytical mindset with attention to detail.
• Ability to manage high-volume portfolios with competing priorities.
• Proficiency in Excel.
• High level of professionalism and persistence.
• Excellent attention to detail and organizational skills.
• Excellent customer service and communication skills.
• Ability to analyze information.
• Ability to work well in a team.

Education & Experience

• Associate degree in accounting or a related field of study, preferred.
• Prior experience with Accounts Receivable and collections.
• Experience working with accounting software.

Preferred Qualifications

• Experience in a mid-size or high-growth organization ($50M+ revenue preferred).
• ERP experience.
• Associate degree in accounting or related field.

Working Conditions and Physical Requirements

• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Physical Requirements:
  • Regularly required to use hands to finger, handle, or feel objects/tools; talk or hear.
  • Occasionally required to stand, walk, and sit.
  • Must regularly lift and/or move up to 25 pounds.
  • Specific vision abilities required include color vision and depth perception.
• Working Conditions:
  • General office environment.
  • Noise level usually moderate.
  • Travel may be required less than 20%.

Employment Information

• Employment is at-will.
• Drug-free, alcohol-free workplace: applicants considered for hire must pass a drug test before beginning work; refusal to submit to testing will result in disqualification of further employment consideration.
• Equal Opportunity Employer: committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status; all qualified applicants will receive consideration for employment.

Compensation & Benefits

Competitive pay and benefits are offered, including medical, dental, vision, life insurance, disability, generous paid time off (vacation, holidays, and flextime), a wellness program, referral bonus, tuition reimbursement, and more.