Collections Specialist

ECLARO; Fort Myers (FL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

401k Retirement Savings

Commuter Benefits

Medical/Dental/Vision Insurance

Job summary

ECLARO is seeking a Collections Specialist in Fort Myers, FL to support a client in managing accounts receivable and payment workflows. You will handle 90/60/30/0 aging buckets, coordinate with Sales and Order Management, and drive timely cash collection while ensuring SOX and policy compliance.

Ideal candidates will have 3–5 years in collections or related roles, proficiency in Excel/Word, and strong communication skills.

Qualifications

• High School Diploma or equivalent required.
• Associate degree preferred or equivalent work experience.
• 3–5 years in Customer Service, Collections, or Sales Support.

Responsibilities

• Understand and adhere to corporate guidelines (pricing, legal, SOX, country laws).
• Evaluate credit history and help prepare Sales Agreements with non-standard terms.
• Initiate collections via iCollections; contact Client via phone and email.
• Collect payments and manage unapplied cash and credits; document actions.

Skills

Microsoft Word

Oracle

Excel

CRM knowledge

Strong communication

Time management

Collections

Education

High School Diploma

Associate degree preferred

Tools

CRM System

Oracle

Job description

Job Number: 26-01564 Unlock your next career opportunity with a global leader shaping the future of business and technology. ECLARO is looking for a

Fort Myers, FL.ECLARO’s client is a global research and advisory leader that helps organizations unlock growth, solve complex challenges, and make confident decisions through trusted expertise and insights. Ready to take the next step in your career?

Job Number: 26-01564 Unlock your next career opportunity with a global leader shaping the future of business and technology. ECLARO is looking for a Collections Specialist to support our client in Fort Myers, FL.ECLARO’s client is a global research and advisory leader that helps organizations unlock growth, solve complex challenges, and make confident decisions through trusted expertise and insights. Ready to take the next step in your career?

Position Overview:

• Applicants must be authorized to work in the United States on a full-time basis without the need for current or future visa sponsorship

Responsibilities:

• Understand and adhere to all corporate guidelines for pricing, legal, product, SOX (Sarbanes-Oxley), and country-specific laws.
• Evaluate credit history, review, and help Deal Hub prepare Sales Agreements with Sales for non-standard terms before presenting to Client; provide updated language, calculation of credits for re-writes, and recommendations for edits or further approvals before submission to Client.
• Start the collections process through automated iCollections collections workflows, combining direct collection efforts via phone and email with the Client.
• Collections performance: responsible for collecting payment for assigned invoices, measured on success of invoices collected in each aging category, frequency of Client contact, cash collected, and managing unapplied cash and credits with refunds/applications.
• Support B2B rolling regional portfolio of invoices, handling approximately 600 transactions targeted at the beginning of each quarter.
• Responsible for 90/60/30/0 transactions, documenting actions and touchpoints to meet target goals for receivable funds.
• Frequency of interaction with Client on invoice status (payment dates/payment promises/issue resolution, etc.).
• Touchpoint Cadence: responsible for maintaining contact with Internal and External stakeholders to resolve payment, measured on average number of days since last contact by transaction utilizing Microsoft Word/Excel/PowerPoint and Outlook.
• Identify Client issues early and elevate to management and Sales.
• Provide recommendations for enforcing terms or preparing a payment plan directly with the Client.
• Coordinate with the Order Management teams to validate Clients' outstanding balance or refund any overpayment, coordinating with Cash Applications.
• Coordinate with the Portal team to support electronic invoicing and collecting through Clients' portals.
• Preparation of credit memos and accurate coding depending upon the nature of the credit.
• Provide monthly reports to management and Sales on all balances of USD 10K or more that are 60 days or more delinquent.
• Meet and exceed all individual monthly and quarterly cash collection, delinquency, unapplied cash, DTC, and UTC targets.
• Demonstrated ability to present updates to internal and external stakeholders as needed.
• Proficiency in Microsoft Office, Word, Excel, PowerPoint, and Outlook.

Required Qualifications:

• High School Diploma required; Associate's degree or equivalent work experience preferred.
• 3-5 years of related office experience in one of the following areas: Customer Service, Collections, Sales Support.
• Proficient in Microsoft Word and Oracle; CRM system knowledge is a plus.
• Above-average proficiency in Microsoft Excel (creation of formulas, sorting, filtering, and general spreadsheet manipulation).
• Excellent oral and written communication skills.
• Ability to communicate with a diverse audience at various levels and across all countries and cultures within the organization.
• Effective listening skills.
• Excellent customer service skills.
• Strong initiative.
• Ability to work in a fast-paced, high-pressure environment.
• Excellent time-management skills and ability to meet tight deadlines.
• Strong analytical and problem-solving skills.
• Attention to detail.
• Ability to adapt to a constantly changing environment.
• Strong interpersonal skills.
• Strong team player.
• Ability to build strong internal/external business partnerships.

Preferred Qualifications:

• Motivated, high-potential performer, with demonstrated ability to influence and lead.
• Strong communicator with excellent interpersonal skills.
• Able to solve complex problems and successfully manage ambiguity and unexpected change.
• Teachable and embracing of best practices and feedback as a means of continuous improvement.
• Consistently high achiever marked by perseverance, humility, and a positive outlook in the face of challenges.

If hired, you will enjoy the following ECLARO Benefits:

• 401k Retirement Savings Plan administered by Merrill Lynch
• Commuter Check Pretax Commuter Benefits
• Eligibility to purchase Medical, Dental & Vision Insurance through ECLARO

San Paulson

[e-mail]

(203)-302-0750

Sam Paulson | LinkedIn

Equal Opportunity Employer: ECLARO values diversity and does not discriminate based on Race, Color, Religion, Sex, Sexual Orientation, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status, in compliance with all applicable laws.