Credit & Collections Analyst

Salesforce, Inc.; Indiana; On-site; USD 65,000 - 90,000; Full time

Job summary

Salesforce, Inc. is seeking a Finance Collections professional to manage an assigned enterprise portfolio, balance standard collection activities with process improvements, and coordinate with Sales Operations, Credit Analysts, and the Write-Off team to drive cash flow.

You will leverage AI tools to optimize collection workflows, evaluate solvency, negotiate payment plans for distressed accounts, and ensure compliance with established policies in a fast-growing environment.

Qualifications

• Degree or equivalent relevant experience required.
• At least 1 year of credit collections experience in a high-growth environment.
• Experience contributing to process improvement initiatives and/or project management.
• Strong organizational and customer relationship skills to manage high transaction volumes.
• Demonstrated initiative and curiosity, including experimenting with AI tools.

Responsibilities

• Manage an assigned Enterprise portfolio, balancing standard collection efforts with process improvements.
• Evaluate account solvency and negotiate payment plans for distressed accounts as per approved matrix.
• Resolve billing disputes with Sales Operations, Sales teams, and internal stakeholders; escalate major issues as needed.
• Perform collection activities in line with Salesforce policies and contribute to process improvement projects.

Skills

Strong organizational skills

Customer relationship management

Ability to work in a team

Attention to deadlines

Experience with AI tools

Education

Degree or equivalent

Tools

Tableau

Mulesoft

AWS

Job description

Job Category

Finance

Job Details

About Salesforce

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn't a buzzword - it's a way of life. Tech meets trust. And innovation isn't a buzzword - it's a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.

The Experienc e

Collectors are directly responsible for converting the accounts receivable portfolio into cash, positively impacting Salesforce's cash flow by collecting payments directly from customers.

Healthy cash flow is viewed by the investment community as both an efficiency and financial measure, and it is a component of our stock price. It also funds operating expenses as well as investments in research and development, enabling us to fuel growth.

In this role, you will manage an assigned Enterprise portfolio and drive process improvement across all market segments within collections. You will also support non-standard collection efforts through M&A, AWS, Mulesoft, Tableau and more, positioning yourself as a go-to expert for both core and specialty collections.

What You'll Actually Be Doing

• Manage an assigned Enterprise portfolio, balancing standard collection efforts and process improvement initiatives with support for M&A, AWS, Tableau, Mulesoft, and other specialty collections.
• Evaluate account solvency and customer willingness to pay, facilitate payments by providing required documentation (e.g., invoices, payment instructions), and negotiate payment plans for distressed accounts per the established approval matrix.
• Resolve billing disputes with Sales Operations, Sales teams, and other internal stakeholders; elevate significant payment issues to Collections and Sales management; and partner with Credit Analysts on financially distressed accounts.
• Perform collection activities in line with Salesforce's policies and processes, including executing account suspensions on delinquent accounts, providing suspended account details to the Write-Off and Bad Debt team, and contributing to process improvement projects as assigned.

You're Our Person If.. .

• Degree or equivalent relevant experience required. Experience will be evaluated based on the Values & Behaviors for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.).
• Minimum of 1 year of credit collections experience in a high-growth environment (or equivalent), including experience contributing to process improvement initiatives and/or project management.
• Strong organizational and customer relationship skills to manage high transaction volumes and a variety of customer interactions.
• Demonstrated initiative and curiosity, including actively experimenting with AI tools; ability to thrive in a team, work independently, manage competing priorities, and deliver accurate results on deadline in a fast-paced, high-growth environment.

Unleash Your Potential

When you join Salesforce, you'll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best , and our AI agents accelerate your impact so you can do your best . Together, we'll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love.

Accommodations

If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form . Please note that Salesforce uses artificial intelligence (AI) tools to help our recruiters assess and evaluate candidates' resumes and qualifications throughout the recruiting process. Humans will always make any candidate selection and hiring decisions. Please see our Candidate Privacy Statement for more information about how we use your personal data and your rights, including with regard to use of AI tools and opt out options.

Posting Statement

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that's inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis