Credit and Collections Analyst

Zodiac Solutions, Inc; Oregon; Hybrid; USD 30,000 - 47,000; Full time

Job summary

Zodiac Solutions, Inc. is seeking a Credit and Collections Analyst to manage accounts receivable portfolios, optimize cash flow, and reduce DSO.

The role demands collaboration with internal teams and external customers to maximize collections while maintaining service quality. The contract, hybrid position in Lake Oswego, OR requires handling both inbound and outbound calls, reviewing credit limits, and managing disputes to achieve win/win outcomes.

Qualifications

• 1–3 years of credit and collections experience.
• Experience with portfolio management in a publicly traded company.
• Strong analytical, math, and reconciliation skills.
• Experience with Oracle, NetSuite, Salesforce, and GetPaid preferred.

Responsibilities

• End-to-end management of AR portfolio from setup to cash collections.
• Dispute management to create positive outcomes for customer and company.
• Call customers, send statements, reminders, and invoices; process payments.
• Review credit applications and approve/recommend credit limits.
• Log all contacts in collection software and coordinate with business units to ensure smooth flow.

Skills

Analytical skills

Math skills

Account reconciliation

Credit & collections knowledge

Customer service

Tools

Oracle

NetSuite

Salesforce

GetPaid

Job description

Job Title: Credit and Collections Analyst

Location: 5665 Meadows Rd, Lake Oswego*US - OR, Portland ONSITE

Type: Contract

Work Arrangement: Hybrid – Remote on Mondays and Fridays, and onsite Tuesday through Thursday.

Training: The first two weeks will be fully onsite (5 days a week).

Duties: The Credit and Collections Analyst will manage credit and collection activities for assigned customer accounts receivable portfolio(s). This position with interact with external and internal customers to maximize sales, have a positive impact of cash flow, minimize bad debts and help reduce days sales outstanding for the company.

Responsibilities:

End to end management of assigned accounts receivable portfolio from account set up to cash collections. This position will also work through dispute management with customers where necessary to create a positive outcome for both the customer and for Trimble.

Majority of time will be spent on collection activities: calling customers, sending statements, sending reminder notices and invoices, and taking customer payments. Process credit applications and approve/recommend credit limits.Review sales orders on credit hold for approval from hold.A/R account reconciliation.Dispute management.Process credit card transactions and monitor monthly auto-pay activity.Contact with customers via telephone as well as a balanced use of e-mail.Log all customer contacts and collection activities into collection software system. Be an advocate for the customer by liaising between applicable Trimble business units (BU’s), the Order-to-Cash team, and the customer. Ensure a smooth process flow while maintaining a high level of customer service. Manage risk by creatively driving win/win situations between Trimble and customers.Consistently improve productivity and efficiency through process improvement initiatives, time management and change management.All other duties as assigned

Experience:

Skills: 1-3 years of related experience in credit & collections, customer service showing increasing responsibilities

Portfolio management experience in a publicly traded company with significant end user sales activities

Strong analytical, math, and account reconciliation skills

Experience with Oracle, NetSuite, Salesforce, and GetPaid preferred

Expert level ability in Microsoft office and Google Sheets, Docs, Slides

MPS Notes:

Work Arrangement: Hybrid – Remote on Mondays and Fridays, and onsite Tuesday through Thursday.

Training: The first two weeks will be fully onsite (5 days a week).

Experience: Candidates must have experience handling both inbound and outbound calls.