Credit Specialist

Rockwell Automation; Monterrey; Hybrid; MXN 360,000 - 540,000; Full time

Benefits offered by this job

Mindfulness programs with Calm Premium

Volunteer Paid Time off after 6 months

Volunteer/donation matching program

Employee Assistance Program

OnTrack wellbeing program and courses

Job summary

Rockwell Automation is seeking a Credit Specialist to support accounts receivable and collections, monitor balances, follow up on overdue invoices, and help resolve payment issues. This role requires strong analytical and communication skills, attention to detail, and the ability to coordinate across multiple systems.

Hybrid modality with reporting to the Americas Direct Customer Portfolio Credit Manager. The position offers mindfulness programs, volunteer time off after 6 months, donation

Qualifications

• 1 year of experience in Accounts Receivable, Cash Collections, Order-to-Cash, or other customer credit and collections functions.
• Advanced to Fluent English (written & spoken).
• Working knowledge of Excel
• Problem solving and negotiation skills
• Good communication skills
• Ability to work independently and meet deadlines

Responsibilities

• Responsible for collections and reconciling accounts on month basis
• Reconcile customer accounts to identify disputes, overpayments, create journal entries and oversee offsetting of credits and debits
• Provide overall customer service to assigned accounts in matters concerning their accounts receivable balance and dispute resolution
• Communicate with product sales departments, branch plants, field sales, and service personnel to resolve customer disputes
• Decision‑making skills involving payment arrangements on disputed items or write-offs
• Classify past due accounts for monthly reporting to management
• Make recommendations to management on accounts or items that are potentially uncollectible
• Verify Bad debt reserve file
• Develop good working relationships with relevant teams across different areas throughout the organization
• Maintain accurate information within the system, in compliance with company policies
• Support financial audit
• Focus on achieving work group’s goals and strategies

Skills

Analytical thinking

Communication

Problem solving

Negotiation

Independence

Education

Bachelors/Associates in related field

Shared Services experience

Tools

SAP

ERP systems

Job description

Rockwell Automation is a global technology leader focused on helping the world’s manufacturers be more productive, sustainable, and agile. With more than 28,000 employees who make the world better every day, we know we have something special. Behind our customers – amazing companies that help feed the world, provide life‑saving medicine on a global scale, and focus on clean water and green mobility – our people are energized problem solvers that take pride in how the work we do changes the world for the better. We welcome all makers, forward thinkers, and problem solvers who are looking for a place to do their best work.

Job Description

The Credit Specialist supports accounts receivable and collection activities by monitoring outstanding customer balances, following up on overdue invoices, and assisting with payment issue resolution. This role maintains accurate financial records, generates reports, responds to customer inquiries, and collaborates with internal teams to ensure timely collections. Success in this position requires strong analytical and communication skills, attention to detail, and the ability to manage multiple systems and priorities.

Your responsibilities

• Responsible for collections and reconciling accounts on month basis
• Reconcile customer accounts to identify disputes, overpayments, create journal entries and oversee offsetting of credits and debits
• Provide overall customer service to assigned accounts in matters concerning their accounts receivable balance and dispute resolution
• Communicate with product sales departments, branch plants, field sales, and service personnel to resolve customer disputes
• Decision‑making skills involving payment arrangements on disputed items or write-offs
• Classify past due accounts for monthly reporting to management
• Make recommendations to management on accounts or items that are potentially uncollectible
• Verify Bad debt reserve file
• Develop good working relationships with relevant teams across different areas throughout the organization
• Maintain accurate information within the system, in compliance with company policies
• Support financial audit
• Focus on achieving work group’s goals and strategies

The Essentials - You Will Have:

• 1 year of experience in Accounts Receivable, Cash Collections, Order-to-Cash, or other customer credit and collections functions.
• Advanced to Fluent English (written & spoken)
• Working knowledge of Excel
• Problem Solving and negotiation skills
• Good communication skills
• Ability to work independently and meet deadlines

The Preferred - You Might Also Have:

• Bachelor’s degree or Associate degree in Accounting, Finance, Economics, Business Administration, International Trade, or a related field (completed or currently in progress).
• Experience in a Shared Services and international environment
• Working experience with SAP or other ERPs

Modality: Hybrid

You will report to: AMERICAS DIRECT CUSTOMER PORTFOLIO CREDIT MANAGER

What We Offer

• Comprehensive mindfulness programs with a premium membership to Calm.
• Volunteer Paid Time off available after 6 months of employment for eligible employees.
• Company volunteer and donation matching program – Your volunteer hours or personal cash donations to an eligible charity can be matched with a charitable donation.
• Employee Assistance Program.
• Personalized wellbeing programs through our OnTrack program On-demand digital course library for professional development... and other local benefits!

Rockwell Automation's hybrid policy aligns that employees are expected to work at a Rockwell location at least Mondays, Tuesdays, and Thursdays unless they have a business obligation out of the office.

We believe that employee diversity is an important element of our common future. We provide opportunities for talent growth with the entire organization. We support equality by celebrating the individuality of every person, regardless of their origin and identity. We appreciate the unique cultural pattern and variety of experiences in each of us.

Rockwell Automation, Inc. (NYSE: ROK), is a global leader in industrial automation and digital transformation. We connect the imaginations of people with the potential of technology to expand what is humanly possible, making the world more productive and more sustainable. Headquartered in Milwaukee, Wisconsin, Rockwell Automation employs approximately 28,000 problem solvers dedicated to our customers in more than 100 countries. To learn more about how we are bringing the Connected Enterprise to life across industrial enterprises, visit www.rockwellautomation.com.