Collections Specialist

Lever, Inc.; Oregon; On-site; USD 55,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a proactive Collections Specialist to manage the accounts receivable lifecycle and drive timely payment resolution. You will analyze aging reports, perform reconciliations, and resolve billing disputes by partnering with Sales, Billing, and Finance teams.

The ideal candidate will be a strategic communicator with a customer-centric approach, who maintains meticulous financial documentation and supports month-end reporting in a fast-paced, cross-functional environment.

Qualifications

• Bachelor's degree
• Experience in full-cycle collections and accounts receivable
• Experience with HighRadius, NetSuite, Salesforce, or other ERP/collections platforms
• Strong Excel and reporting skills; ability to analyze large financial data sets
• Excellent verbal and written communication; ability to manage difficult conversations
• Highly organized and detail oriented with strong follow-through
• Ability to multitask and prioritize in a fast-paced environment
• Collaborate cross-functionally and build relationships across departments
• Strong problem-solving and critical-thinking abilities
• Deliver results with integrity and professionalism

Responsibilities

• Manage the collections process for customer accounts, including proactive outreach on past-due balances
• Monitor aging reports and reduce outstanding accounts receivable through timely follow-up and account analysis
• Use HighRadius and internal systems to manage collections activity, customer communications, payment tracking, disputes, and account reconciliations
• Partner with Billing, Sales, Customer Success, and Finance teams to resolve customer concerns and billing discrepancies
• Review and reconcile customer accounts, including unapplied payments, credits, disputes, and short payments
• Support bad debt reduction by identifying and escalating high-risk accounts
• Maintain accurate documentation of customer interactions, payment commitments, and account status updates
• Prepare aging analysis, collections reporting, bad debt summaries, and status updates for leadership
• Assist with month-end activities and reporting related to collections and accounts receivable
• Provide professional, customer-focused communication to drive timely payment resolution
• Escalate priority accounts, bankruptcy risks, legal concerns, or collection challenges to leadership

Skills

Full-cycle collections

Accounts receivable

Excel reporting

Verbal & written communication

Detail oriented

Multitasking

Cross-functional collaboration

Root cause analysis

Problem solving

Education

Bachelor's degree

Tools

HighRadius

NetSuite

Salesforce

Job description

We are looking for a proactive Collections Specialist to manage our accounts receivable lifecycle and drive timely payment resolution. Leveraging HighRadius, you will analyze aging reports, perform complex account reconciliations, and resolve billing disputes by partnering with our Sales, Billing, and Finance teams.

The ideal candidate is a strategic communicator who balances a customer-centric approach with a firm commitment to maximizing cash flow and maintaining meticulous financial documentation. We are looking for a detail-oriented problem solver who thrives on month-end reporting and cross-functional collaboration to join our team.

WHAT YOU'LL DO:

• Manage the collections process for customer accounts, including proactive outreach on past-due balances and resolution of payment issues
• Monitor aging reports and work to reduce outstanding accounts receivable through timely follow-up and account analysis
• Utilize HighRadius and internal systems to manage collections activity, customer communications, payment tracking, disputes, and account reconciliations
• Partner with Billing, Sales, Customer Success, and Finance teams to resolve customer concerns and billing discrepancies
• Review and reconcile customer accounts, including unapplied payments, credits, disputes, and short payments
• Support bad debt reduction efforts by identifying and escalating high-risk accounts appropriately
• Maintain accurate documentation of customer interactions, payment commitments, and account status updates
• Prepare and distribute aging analysis, collections reporting, bad debt summaries, and account status updates to leadership as needed
• Assist with month-end activities and reporting related to collections and accounts receivable
• Provide professional and customer-focused communication while driving timely payment resolution
• Escalate priority accounts, bankruptcy risks, legal concerns, or collection challenges to leadership appropriately

WHAT YOU'LL BRING:

• Bachelor's degree
• Experience in full-cycle collections and accounts receivable required
• Experience working with HighRadius, NetSuite, Salesforce, or other ERP/collections platforms preferred
• Strong understanding of aging reports, bad debt management, cash application, account reconciliation, and collections best practices
• Ability to analyze customer accounts and identify root causes of delinquency or payment discrepancies
• Strong Excel and reporting skills, including the ability to analyze large sets of financial data
• Excellent verbal and written communication skills with the ability to professionally manage difficult customer conversations
• Highly organized and extremely detail oriented with strong follow-through skills
• Ability to multitask and prioritize effectively in a fast-paced environment
• Ability to collaborate cross-functionally and build relationships across departments
• Strong problem-solving and critical-thinking abilities
• Consistently delivers results with integrity, professionalism, accountability, and sound judgment