Sr Associate Collections

ABOUT THE JOB:

The Sr Collections Specialist will be a proactive and customer focused specialist managing a portfolio of collections and customer accounts (commercial A/R tied to M&A activity) and manage high level transactions working to resolve legacy account discrepancies, ensure seamless integration and drive down delinquency.

WHAT YOU'LL BE DOING:

• Customer Engagement & A/R: serve as primary point of contact for customers to validate account set up and billing accuracy and build positive relationship with customer.  
• Issue Resolution and Collections & A/R Management:  Proactively reach out following first invoice to confirm receipt, contacts, payment timelines.  Establish acceptable payment arrangements including settlements when warranted.  Work with customer to bring accounts current by identifying and resolving payment barriers, updating account with missing purchase orders, tax documentation and fix system set up errors.  Maintain accurate documentation reflective of each customer interaction and subsequent action required – this includes educating customer on next steps if account becomes unperforming or unresponsive.  Complete skip tracing steps when necessary.  Work unapplied cash in search of payments.    
• Collaborate as a resolution oriented partner with Sales, Billing, Customer Success and Integration teams to ensure smooth transitions and alignment on expenses.  Provide accurate insight and feedback to improve onboarding processes and reduce future A/R issues.  Escalate unresolved or high-risk accounts with clear, accurate documentation and recommendations.

EDUCATION AND QUALIFICATIONS:

Required Education and Experience: 

• High school diploma; college degree preferred
• Minimum three years commercial collections experience, B2B A/R preferred

Required Skills and Abilities: 

• Proficiency with MS Office products required; knowledge of Salesforce, SAP and GetPaid preferred or similar ERP/AR platforms preferred
• Strong understanding of billing, onboarding and the contract-to-cash lifecycle
• Excellent verbal and written skill with high degree of professionalism, attention to detail and keen listening skills with ability to persuade others
• Customer first mindset in all interactions while remaining resolution oriented 
• Ability to multitask while remaining organized

Physical Requirements:

• Ability to sit, stand, kneel and walk; ability to be on phones for majority of day

Work Environment: 

• Professional office environment; this is an in office role