Credit Control Specialist – Hybrid IT Finance

Phoenix Software; Pocklington; Hybrid; GBP 20,000 - 28,000; Full time

Job summary

Phoenix Software is seeking a Credit Control Administrator to join our Finance Team in the UK. The role focuses on cash flow, revenue, and profitability, including customer account setup, debt collection support, and query resolution.

Hybrid working is available, with primary location at our HQ in the UK. You will work with Sage and Oasis, supporting day-to-day credit control activities and ensuring accurate records.

Qualifications

• Strong organisational skills with the ability to plan, prioritise and manage workload effectively.
• High attention to detail with strong analytical and problem‑solving skills.
• Confident and professional customer communication skills, including telephone contact and negotiation.
• Experience using financial systems and tools with confidence and accuracy.
• Ability to assess and manage risk when setting credit limits and releasing held orders.

Responsibilities

• Support Credit Controllers with the collection of customer debts in line with agreed terms of trade
• Assist in driving debtor days towards or below the company target of 30 days
• Set up new customer accounts accurately, ensuring correct terms of trade, credit limits, VAT information and documentation are in place
• Release held customer orders promptly where appropriate, escalating higher‑risk cases when required
• Allocate daily cash receipts to customer accounts and prepare daily cheque banking
• Issue copy invoices and monthly statements to customers
• Process customer credit card payments
• Organise reminder letters and 7‑day overdue letters, liaising with Account Managers where necessary
• Collate information to support decisions on credit limits and account risk
• Manage internal and customer queries to ensure timely and effective resolution
• Maintain accurate and up‑to‑date records in Sage and Oasis, including notes and supporting documentation
• Support the Credit Control team during peak periods and provide holiday cover when required
• Identify opportunities to improve credit control processes and systems
• Carry out responsibilities in line with company data protection and information security policies

Skills

Organisational skills

Attention to detail

Customer communication

Risk assessment

Team collaboration

Proactive mindset

Account management

Tools

Excel

Sage

Oasis

MS Teams

SharePoint

Job description

Phoenix Software is seeking a Credit Control Administrator to join our Finance Team in the UK. The role focuses on cash flow, revenue, and profitability, including customer account setup, debt collection support, and query resolution.

Hybrid working is available, with primary location at our HQ in the UK. You will work with Sage and Oasis, supporting day-to-day credit control activities and ensuring accurate records.