Accounts Receivable & Collections Specialist

Vertex; Greenwich (CT); Hybrid; USD 37,000 - 138,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

401(k) with company match

Life insurance

Short/Long-term disability

Job summary

The Vertex Companies, LLC is seeking an Accounts Receivable Specialist to manage overdue accounts, maintain relationships with clients, and negotiates payment plans while reporting KPI metrics to leadership. The role requires coordinating with project managers and internal teams to ensure timely payments and high-quality work product.

Ideal candidates will have a Bachelor’s degree with 2+ years of AR experience or an equivalent combination of education and experience, plus strong communication

Qualifications

• Requires a Bachelor’s degree and a minimum of 2 years of related experience; or an advanced degree without experience; or 5 years of related work experience and no degree.
• Strong negotiating skills while maintaining composure and patience; Familiar with the FDCPA and debt collection laws.
• Ability to research, retrieve, prepare, and analyze data from accounting software
• Excellent leadership and organizational skills
• Excellent analytical and problem-solving skills with strong attention to detail
• Self-motivated and able to work effectively with minimal oversight
• Excellent written, verbal, and interpersonal communication skills
• Working knowledge of standard software packages (MS Office 365), including Adobe Acrobat

Responsibilities

• Monitor Vertex accounts receivable accounts and identify past due accounts for analysis/collections.
• Prepare and submit AR reports of activity and status of unpaid accounts, including DSO and other KPI’s.
• Contact customers, overdue, to collect or negotiate a payment plan.
• Use credit bureau data, internet searches to locate delinquent customers.
• Maintain records of contacts and activity within accounting system.
• Interact with Vertex Project Managers and other employees in collection efforts.
• Identify and help resolve customer issues and complaints concerning billing.
• Monitor progress of DSO against Vertex targets and industry standards.
• Coordinate with team members to ensure high quality work output.
• Support Supervisor in monitoring data such as utilization vs target, deadlines, timesheets.
• Meet or exceed defined utilization goals.
• Coordinate and support other team members with positive culture.
• Demonstrate OKR-driven execution.
• Travel as necessary to support needs.
• Assist with quality control of service delivery.
• Escalate client or operational challenges to Supervisor.

Skills

Negotiation

Debt collection

Analytical skills

Verbal & written communication

MS Office 365

Education

Bachelor’s degree in related field

Advanced degree (optional)

5 years related experience without degree

Tools

MS Office 365

Adobe Acrobat

Job description

The Vertex Companies, LLC is seeking an Accounts Receivable Specialist to manage overdue accounts, maintain relationships with clients, and negotiates payment plans while reporting KPI metrics to leadership. The role requires coordinating with project managers and internal teams to ensure timely payments and high-quality work product.

Ideal candidates will have a Bachelor’s degree with 2+ years of AR experience or an equivalent combination of education and experience, plus strong communication