Collections Specialist (West Coast or Mountain Time Zones)

Overview

This role supports the organization by performing financial and non-financial collections tasks to help ensure revenue. Responsibilities include managing outstanding receivables and providing customer service through all communication from invoice submission through collection of payment. The position also provides management with updates on customer account status and outstanding issues.

Responsibilities

• Participate in accounts receivable collection processes while maintaining a cooperative relationship with customers and the sales team.
• Communicate by email and phone in a fast-paced, goal-oriented environment regarding invoice short payments, billing errors, and collection issues.
• Prepare and manage collection issues; call past-due accounts daily and document results weekly in a spreadsheet.
• Answer incoming calls from customers and provide requested information.
• Support billing, month-end tasks, yearly audit requests, and assist the sales team when needed.
• Conduct research and review invoices using D365 and Salesforce.
• Send email communications with invoices and statements, followed by prompt phone follow-ups.
• Manage a high volume of approximately 90 customers per week, ensuring timely follow-up.
• Contact each customer within one day of sending communications to confirm receipt and resolve issues.
• Handle non-responses, wrong contacts, internal delays, or pending actions, coordinating with appropriate teams.
• Maintain persistence to ensure customers are aware the organization is committed to resolving issues.
• Proactively investigate and understand underlying reasons for payment delays or issues.

Requirements

Must Have

• Minimum of 2 years of experience in B2B collections, accounts receivable, or a related field, with a solid understanding of billing and collection processes.
• Candidates MUST reside in the Pacific or Mountain Time Zone and be available to work Monday through Friday, 8:00 AM – 5:00 PM, within their respective time zone (PST/PDT or MST/MDT). The organization will not consider candidates in the Central or East Coast time zones at this time.
• Ability to review and analyze financial data to identify discrepancies and collection opportunities.
• Demonstrated experience handling a large portfolio of accounts, with a consistent record of reducing aged receivables.
• Ability to identify, address, and resolve issues related to billing, payments, and customer queries promptly.
• Proficiency in Excel, including experience with spreadsheets for tracking and documenting collection activities.
• Meticulous attention to detail when managing multiple customer accounts and ensuring accurate financial reporting.
• Flexibility to shift focus quickly based on changing priorities or urgent collection issues.

Nice to Have

• Understanding audit requirements and experience supporting audit requests related to accounts receivable.
• Familiarity with remote communication and collaboration tools, such as Microsoft Teams.
• Proven experience handling difficult conversations and negotiating payment terms with customers.
• Possession of relevant certifications such as the Credit Business Associate (CBA) or Certified Credit and Collection Professional (CCCP) credential.
• Experience with enterprise resource planning (ERP) systems in addition to D365.
• Experience using accounting software such as Microsoft Dynamics 365 (D365) and Salesforce for collections and invoicing tasks.

Compensation & Benefits

• Competitive compensation package benchmarked to regional market standards.
• Base salary plus the opportunity for quarterly profit sharing after one year of employment.

Employee benefits

• Premium healthcare coverage (medical, dental, vision, mental health & virtual healthcare)
• 401(k) matching and long-term financial planning support
• Paid time off
• Life, accidental death, and disability coverage
• Ongoing learning and development opportunities

Additional benefits and perks

• Wellness & Fitness: on-site CrossFit-style gym with a full-time personal trainer; group classes, virtual personal training, personalized workout plans, and nutrition coaching
• PTR Swag & Uniform/Boot Allowance
• On-site Micro-Markets stocked with snacks and essentials
• Discounts on phone plans, supplier vehicles, mobile detailing, tools, and equipment
• Additional partner and vendor discounts
• Performance incentives (commissions, bonuses & profit sharing); incentive eligibility varies by position

Notes on benefits eligibility

Benefits eligibility varies by employment classification. Contractors, interns, and part-time employees are not eligible for the full-time employee benefits package.

Location

Remote. Candidates MUST reside in the Pacific or Mountain Time Zone and be available to work Monday through Friday, 8:00 AM – 5:00 PM, within their respective time zone (PST/PDT or MST/MDT). The organization will not consider candidates in the Central or East Coast time zones at this time.

Equal Opportunity

The organization is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.