Overview
This role involves managing customer accounts receivable to reduce delinquency, improve cash flow, and maintain positive customer relationships. The Collections Specialist will collaborate closely with Finance, Sales, Customer Success, and Operations teams to resolve billing issues, drive timely collections, and support overall financial performance.
Responsibilities
- Manage an assigned portfolio of customer accounts and monitor aging reports
- Conduct collection outreach via phone, email, and customer portals
- Investigate and resolve invoice, payment, and account discrepancies
- Partner with internal teams to resolve disputes and remove barriers to payment
- Maintain accurate account notes and collection activity records
- Prepare and distribute statements, invoices, and collection correspondence
- Analyze aging trends and recommend actions to reduce past-due balances
- Support month-end close activities and reporting requirements
- Escalate high-risk accounts and recommend appropriate collection strategies
- Deliver a professional customer experience while balancing collection objectives
- Identify opportunities to improve billing and collection processes
Requirements
- Strong communication, negotiation, and customer service skills
- Experience with ERP/accounting systems preferred (NetSuite, SAP, Oracle, Microsoft Dynamics, or similar)
- Intermediate Excel skills and experience with reporting and analysis
- Strong attention to detail, organization, and follow-through
- Equivalent combination of education and relevant experience will be considered
Preferred Qualifications
- Results-oriented with strong problem-solving skills
- Ability to manage multiple priorities in a fast-paced environment
- Collaborative approach to working across departments
- Commitment to accuracy, integrity, and continuous improvement
- Excellent written and verbal communication skills
Compensation & Benefits
- Hourly compensation range: $26-$31 per hour
- Annual bonus opportunity of 7.5%
- Full benefits package including Medical, Dental, Vision, Flexible Spending Accounts
- Paid Time Off (PTO), Paid and Floating Holidays
- 401(k) with company match and immediate vesting
- Company-funded Life Insurance
- Employee Assistance Programs
- No-cost Mental Health Benefits
Location
This position requires eligibility to work in the United States. Verification of identity and employment eligibility will be required upon hire.
The organization is an equal opportunity employer committed to providing equal employment opportunities without regard to race, religion, color, ethnicity, sex, sexual orientation, gender identity, national origin, veteran status, disability, or any other legally protected status. Reasonable accommodations are available upon request for candidates with disabilities.