Collections Specialist, Accounts Receivable

Socket.dev; Richardson (TX); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical, Dental and Vision

401k with employer matching

Personal Time Off

Job summary

CompuGroup Medical is seeking a Collections Specialist (Accounts Receivable) to manage an existing client portfolio in a phone-first role. You will pursue past-due payments, document all interactions, and escalate issues when needed, while protecting client relationships.

The ideal candidate brings 3+ years of B2B collections experience, strong negotiation skills, and proficiency with Excel, ERP, and CRM systems. Healthcare SaaS familiarity is a plus, with hybrid work options available.

Qualifications

• Minimum of 3 years of B2B collections experience working directly with business clients by phone.
• Track record of hitting collection targets while maintaining client relationships.
• Strong negotiation skills and confidence in discussing financial matters.
• Excellent documentation habits and follow-through on commitments.
• Experience with ERP or billing systems and logging activity in a CRM.

Responsibilities

• Make 25 or more outbound collection calls per day to existing clients with past due balances
• Work your assigned aging report daily, prioritizing by balance size and days past due
• Secure firm payment commitments and follow up until payment is received
• Identify why an invoice is unpaid (missing PO, billing question, service dispute, cash flow) and route disputes to the right internal team for resolution
• Document every contact, commitment, and outcome accurately in our systems
• Send follow-up emails, statements, and payment reminders to support your call activity
• Escalate high-risk accounts with clear documentation and a recommended next step
• Meet monthly targets for call volume, dollars collected, and reduction in aged receivables

Skills

B2B collections

Negotiation

Documentation

Phone-based collections

Tools

Excel

ERP systems

CRM

Job description

Create the future of e-health together with us by becoming a Collections Specialist, Accounts Receivable

At CompuGroup Medical we have the mission of building ground-breaking solutions for digital healthcare. Our vision is revolutionizing how healthcare professionals produce, access, and utilize information and thus enabling them to focus on the core value of their work.

We are looking for an experienced Collections Specialist to manage outbound collections across our existing client base. This is a phone-first role. You will spend most of your day on calls with clients who know us and continue to do business with us, so the job is about persistence, professionalism, and protecting the relationship while getting invoices paid.

This is not a call center or consumer debt recovery position. You will work a defined portfolio of business accounts, build familiarity with the people who pay our invoices, and resolve the reasons payments stall.

Your Contribution:

• Make 25 or more outbound collection calls per day to existing clients with past due balances

• Work your assigned aging report daily, prioritizing by balance size and days past due

• Secure firm payment commitments and follow up until payment is received

• Identify why an invoice is unpaid (missing PO, billing question, service dispute, cash flow) and route disputes to the right internal team for resolution

• Document every contact, commitment, and outcome accurately in our systems

• Send follow-up emails, statements, and payment reminders to support your call activity

• Escalate high-risk accounts with clear documentation and a recommended next step

• Meet monthly targets for call volume, dollars collected, and reduction in aged receivables

Your Qualification:

• Minimum of 3 years of B2B collections experience working directly with business clients by phone

• A track record of hitting collection targets while keeping client relationships intact

• Strong negotiation skills and confidence in having direct discussions regarding financial matters

• Excellent documentation habits and follow-through on commitments

• Working proficiency in Excel (sorting, filtering, working from aging reports)

• Experience with ERP or billing systems and logging activity in a CRM

• Experience collecting in healthcare, SaaS, or technology services preferred

• Familiarity with resolving invoice disputes involving contracts, POs, or service credits preferred

What you can expect from us:

• Purpose: Become a part of a significant initiative. At the intersection of healthcare and digital innovation, we are shaping the future of e-health.

• Equal Opportunity Employer: At CGM, we value our team members and strive to create an environment where everyone has the opportunity to succeed.

• Career Opportunities: We are offering a variety of internal career opportunities and numerous long-term perspectives.

• Security: We offer a secure workplace in a crisis-proof market.

• All-round benefits package: Medical, Dental and Vision as well as 401k with employer matching. Personal Time Off to promote work life balance.

• Work environment: Modern workplaces, flexible working hours, hybrid work options and much more.

We create the future of e-health. Join us in a cause that shapes the very future of hope and healing. At the powerful crossroads of healthcare and innovation, we are passionately building the next chapter of e-health—a revolution that saves lives, transforms care, and brings compassion into the digital age. Together, we can make a lasting difference.