Senior Collections Specialist

Certinia; Harrogate; On-site; GBP 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a Senior Collections Specialist to manage customer accounts and enhance cash flow. This role involves proactive engagement with clients and collaboration with internal teams to ensure effective collections. The ideal candidate will have a strong background in Credit Control and Accounts Receivable, with excellent negotiation and communication skills. Join a forward-thinking company that values process improvement and compliance, and contribute to a dynamic team focused on achieving financial objectives. This is an exciting opportunity for someone looking to make a significant impact in a growing organization.

Qualifications

• 3+ years experience in Credit Control or Collections in a B2B environment.
• Proficient in spreadsheets and experienced with ERP and CRM systems.

Responsibilities

• Manage customer accounts and ensure timely collection of outstanding invoices.
• Engage with clients to secure payment commitments and monitor account performance.
• Collaborate with internal teams to facilitate collections and address customer concerns.

Skills

Credit Control

Collections

Accounts Receivable

Negotiation Skills

Communication Skills

Organisational Skills

Analytical Skills

Problem-Solving Skills

Education

CICM qualification (or part-qualified)

Tools

SAP

Oracle

NetSuite

Salesforce

Job description

Senior Collections Specialist

Harrogate, UK

About Certinia

Certinia delivers a Services-as-a-Business platform that powers and connects all aspects of services operations, from services estimation and delivery to customer success management and financial planning and accounting. The company’s Professional Services Automation (PSA), Customer Success (CS), and Financial Management (FM) solutions—delivered on Salesforce’s leading cloud platform—provide the ability to run a connected services business, deliver with intelligence, and achieve business agility. Headquartered in Austin, Texas with presence around the world, Certinia is backed by Haveli Investments, TA Associates, General Atlantic and Salesforce Ventures. For more information, visitwww.certinia.com.

THE ROLEThe Accounts Receivable team is seeking a highly motivated and experienced Senior Collections Specialist. The successful candidate will be responsible for the management of a portfolio of customer accounts, with a focus on reducing overdue debt and supporting cash flow objectives.

This role requires close collaboration with internal departments, including Sales, Customer Success, Billing, and Finance, as well as proactive engagement with external customers and Senior Management to ensure effective collections and positive customer relationships. Contributions to the continuous improvement of the collections function are also expected.

RESPONSIBILITIES

Manage a portfolio of customer accounts, ensuring timely collection of outstanding invoices.
Proactively engage with clients by phone, email, and letter to secure payment commitments.
Monitor account performance, identifying and mitigating potential risks early.
Update weekly aging report with detailed notes and collection forecasts, documenting communications in Salesforce.
Timely follow-up and appropriate escalation of issues to manager when necessary
Collaboration with internal teams (Sales, Customer Success, Billing, Legal) to facilitate collections, address customer concerns, and ensure effective communication.
Identify and escalate high-risk accounts, recommending appropriate actions such as payment plans, suspension, legal proceedings, or write-offs.
Perform detailed account reconciliations and partner with billing and sales teams to resolve discrepancies.
Contribute to process improvements and system enhancements within the collections function.
Ensure compliance with relevant financial regulations and company policies.
Support with month-end activities, cash forecasting, and ad-hoc reporting as required.

ESSENTIAL SKILLS/QUALIFICATIONS

Proven experience (3+ years) in Credit Control, Collections, or Accounts Receivable in a B2B environment.
Excellent negotiation, influencing, and communication skills to effectively interact with clients and internal teams.
Strong organisational skills and attention to detail.
Demonstrate ability to work autonomously and effectively manage a workload with multiple deadlines.
Proficient in the use of spreadsheets and experienced with ERP systems (e.g., SAP, Oracle, NetSuite) and CRM systems (e.g., Salesforce).
Strong analytical and problem-solving skills.

DESIRABLE SKILLS/QUALIFICATIONS

CICM qualification (or part-qualified) preferred but not essential.
Solid understanding of UK and EMEA credit control and debt recovery procedures.
Familiarity with relevant financial regulations and legislation (e.g., FCA guidelines, Data Protection Act).
Understanding of UK and EMEA business culture and communication styles.