B2B Collections Specialist | Salesforce & Invoices

GRM Information Management Services; Florida; On-site; USD 45,000 - 60,000; Full time

Job summary

A leading information management firm located in New York is seeking a Collection Representative. The role involves maintaining collection efforts, working with various departments to ensure timely payment of invoices, and resolving customer queries. Candidates should have a minimum of 4 years of B2B collection experience and possess strong communication skills. Proficiency in Microsoft Office is also required. This position offers an opportunity to be part of a dedicated team focused on client service and operational excellence.

Qualifications

• Minimum 4 years of B2B collection experience preferred.

Responsibilities

• Make daily collections calls to assigned account base.
• Document and update daily activity in salesforce.com.
• Work with Account Managers to collect on outstanding invoices.
• Monitor customer payments.
• Maintain and update customer contact information.
• Investigate and resolve customer queries.
• Generate monthly credit/debit logs.
• Create Purchase Orders in Accounting System.
• Monitor and process invoices from vendors weekly.
• Answer and transfer telephone calls or take messages.
• Sort and deliver incoming mail and send outgoing mail.
• Schedule appointments and receive customers or visitors.
• Provide general information to staff, clients, or the public.

Skills

Strong verbal and written communication skills

Proficient in Microsoft Office

Job description

GRM Information Management is a leading provider of information management systems with over 35 years of experience. GRM’s robust, cloud-based content services platform serves as the centerpiece of the digital solutions that GRM provides its clients. Serving a diverse base of industries such as healthcare, government, legal, finance and human resources, GRM delivers its clients services such as digital conversion, advanced data capture solutions, document management systems, workflow automation, legacy data archiving, compliance and governance, business process management, and advanced analytics capabilities, as well as a full suite of document storage, scanning, and physical document management services.

SUMMARY: This position holds the responsibility to maintain the company’s collection efforts for our customers. The Collection Representative will work with Billing, Administration, Sales, and Management to ensure proper and timely payment of company invoices. This position will also assist with Accounts Payable to apply purchase orders and process incoming invoices from vendors.

Job Responsibilities

• Make daily collections call to assigned account base.
• Document and update daily activity in salesforce.com
• Work with Account Managers to collect on outstanding invoices
• Monitor customer payments
• Maintain and update customer contact information
• Investigate and resolve customer queries
• Generate monthly credit/debit logs
• Create Purchase Orders in Accounting System
• Monitor and process invoices from vendors weekly
• Answer and transfer telephone calls or take messages
• Sort and deliver incoming mail and send outgoing mail
• Schedule appointments and receive customers or visitors
• Provide general information to staff, clients, or the public
  
  

Requirements

Education and Experience

• Minimum 4 years of B2B collection experience preferred
• Strong verbal and written communication skill
• Proficient in Microsoft Office
  
  

GRM does not discriminate in employment on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factor. All employment is decided on the basis of qualifications, merit, and business need.