Collections Specialist II

Jobtailor; California (MO); On-site; USD 75,000 - 110,000; Full time

Job summary

Jobtailor is seeking an experienced Accounts Receivable professional to monitor receivables, analyze customer accounts, and lead collection initiatives while upholding high customer satisfaction.

The role requires seven years of B2B collections experience, a relevant bachelor’s degree, and strong Excel/SAP skills; ability to work independently and build client relationships is essential. Some travel may be required.

Qualifications

• Seven years of experience in B2B Collections.
• Bachelor’s degree in Accounting, Finance, Business or related field preferred.
• Legally eligible to work in the United States.
• Excellent verbal, written and interpersonal communication skills.
• Strong attention to detail and accuracy.

Responsibilities

• Monitor accounts receivable to reduce DSO and minimize late payments and bad debt.
• Analyze customer accounts on an as-needed basis to prioritize collection efforts.
• Support/Deliver improvements to enhance customer satisfaction.
• Proactively make collection contacts via email and/or phone and follow up according to guidelines.
• Send invoices and statements upon request; confirm payments and monitor status in SAP.

Skills

Analytical thinking

Attention to detail

Communication skills

Customer service orientation

Time management

Independent work

Education

Bachelor's degree in Accounting/Finance/Business

Tools

SAP

MS Excel

MS Word

Outlook

Job description

Responsibilities

• Monitor accounts receivable to reduce DSO and minimize late payments and bad debt
• Analyze customer accounts on an as-needed basis to prioritize collection efforts
• Support/Deliver improvements to enhance customer satisfaction
• Proactively make collection contacts via email and/or phone and follow up according to departmental guidelines
• Send invoices and statements upon request, confirm payments, monitor invoice status on customer portal where applicable
• Raise disputes as needed/when appropriate
• Provide additional information to the dispute management team as needed to help resolve disputes
• Recognize customer needs and respond in a timely manner
• Collaborate with internal associates to resolve disputes and issues regarding customer accounts
• Prepare and review accounts receivable analytical reports monthly to provide guidance on past due balances
• Drive to achieve and support team in achieving individual and team performance targets by metrics
• Research and provide direction to Treasury team to apply open credits and payments when applicable
• Maintain invoice status detail in SAP
• Understand and adhere to policies and procedures
• Work on several different tasks or projects at one time
• Collaborate with others on the team to identify best practices and achieve best results
• Special projects as assigned
• Out-of-state travel possible

Requirements

• Legally eligible to work in the United States
• High school diploma or equivalent; Bachelor’s Degree in Accounting, Finance, Business or related field preferred
• Minimum of seven years of experience in B2B Collections
• Strong attention to detail and emphasis on accuracy
• Excellent analytical skills, including account reconciliation and problem-solving ability
• Ability to work efficiently and productively, ability to prioritize and work independently or with minimal supervision
• Excellent verbal, written and interpersonal communication skills
• Ability to interact and build relationships with customers, sales, team personnel and others
• Demonstrated ability to provide excellent customer service
• Highly motivated to meet personal, team, and corporate goals
• Willingness to learn: Shows a personal commitment to training and development
• Good computer software skills (MS Excel/Word/Outlook), SAP experience a plus
• Flexibility to work overtime when required