Credit & Collections Analyst

BENTLEY SYSTEMS, INC.; Exton (PA); Hybrid; USD 40,000 - 55,000; Full time

Job summary

Bentley Systems is seeking a Finance Admin to support the North American Collections Team in Exton, PA. This full-time, hybrid role focuses on delivering superior service, resolving inquiries, and supporting daily AR processes.

Ideal candidates will have 2+ years in finance admin, experience with ERP/CRM systems, and a proactive, team-oriented approach to help advance our infrastructure software solutions.

Qualifications

• 2+ years of administrative or operational experience in finance.
• Order-to-cash experience preferred.
• Experience with Workday ERP, Salesforce CRM, Power BI, ServiceNow, or similar systems preferred.
• Strong customer focus with a collaborative, team-oriented approach.
• Proactive problem-solver who uses initiative and creative thinking.

Responsibilities

• Deliver a high level of user service by providing timely information, resolving disputes, credits, and Cloud Services Statement corrections.
• Triage inbound user account questions and resolve, if possible, prior to reassignment to appropriate Collector.
• Assist with review and follow up of inbound requests from users related to their account and invoices, working with Collections Analyst.
• Escalate user issues to Management, Collections Analyst and Account Managers when intervention is required.
• Assist with administrative duties as needed.
• Perform Daily/Weekly/Monthly administrative tasks to support proactive Collection processes and clean Accounts Receivable data/reporting.
• Reconcile and initiate follow up on payment discrepancies.

Skills

Finance admin

Customer service

Multitasking

Attention to detail

Tools

Workday

Salesforce CRM

Power BI

ServiceNow

Job description

Select how often (in days) to receive an alert:

• Work mode: Hybrid – occasional in person work expected

Position Summary:

The Credit & Collections team is a key component to Bentley’s overall Operations Advancement Organization. We are seeking a highly motivated individual to support our financial operations team in an administrative role supporting our North American Collections Team. If you have good communication skills, are well organized, possess strong communication and numeracy abilities combined with an ability to multitask and hold yourself accountable, then this is the role for you. Accuracy, good comprehension of complex processes and willingness to work under pressure at times are requirements. This is a great opportunity to join a collaborative team and develop your career within a multinational company.

Responsibilities:

• Deliver an extremely high level of user service by providing timely information, resolving disputes & SN requests, credits, and Cloud Services Statement corrections/adjustments.
• Triage inbound user account questions and resolve, if possible, prior to reassignment to appropriate Collector.
• Assistance with review and follow up of inbound requests from users, related to their account and invoices, working with Collections Analyst.
• Escalate user issues to Management, Collections Analyst and Account Managers when their intervention or awareness is required.
• Assist with administrative duties as needed.
• Perform Daily/Weekly/Monthly administrative tasks to support proactive Collection processes and clean Accounts Receivable data/reporting.
• Reconcile and initiate follow up on payment discrepancies.
• This is a full-time role expected to work 40 hours per week, working hybrid at our Exton, PA office.
• This role requires sitting or standing at will while performing work on a computer. This includes communication with Managers, peers and other colleagues of the company in person, and/or by utilizing Microsoft Teams chat, calling and meeting functions.

Qualifications:

• 2+ years of administrative or operational experience in finance.
• Order-to-cash experience preferred.
• Experience with Workday ERP, Salesforce CRM, Power BI, ServiceNow, or similar systems preferred.
• Strong customer focus with a collaborative, team-oriented approach.
• Proactive problem-solver who uses initiative and creative thinking.
• An exciting career as an integral part of a world-leading software company providing solutions for architecture, engineering, and construction - watch this short documentary about how we got our start.
• An attractive salary and benefits package.
• A commitment to inclusion, belonging and colleague wellbeing through global initiatives and resource groups.
• A company committed to making a real difference by advancing the world’s infrastructure for better quality of life, where your contributions help build a more sustainable, connected, and resilient world. Discover our latest user success stories for an insight into our global impact.

About Bentley Systems

Around the world, infrastructure professionals rely on software from Bentley Systems to help them design, build, and operate better and more resilient infrastructure for transportation, water, energy, cities, and more. Founded in 1984 by engineers for engineers, Bentley is the partner of choice for engineering firms and owner-operators worldwide, with software that spans engineering disciplines, industry sectors, and all phases of the infrastructure lifecycle. Through our digital twin solutions, we help infrastructure professionals unlock the value of their data to transform project delivery and asset performance. www.bentley.com

Equal Opportunity Employer:

Bentley is an equal opportunity employer and considers all qualified applicants for employment without regard to race, color, sex, sexual orientation, gender identity, disability, pregnancy, protected veteran status, religion, national origin, age, genetic information or any other protected characteristic. This commitment extends to all aspects of employment, including, but not limited to, hiring, placement, promotion, compensation, and training. Know Your Rights as an applicant under the law.

As an Equal Opportunity Employer, Bentley is committed to providing reasonable accommodations to applicants with disabilities. We encourage you to request a reasonable accommodation if you are not able to fully use or access our online application system. You can make an accommodation request by calling 610-458-5000 or sending us an email at [e-mail]