Credit & Collections Analyst

Salesforce, Inc.; Indianapolis (IN); Sur place; USD 60 000 - 80 000; Plein temps

Résumé du poste

Salesforce, Inc. is seeking a Finance-focused Collections Specialist to manage an Enterprise portfolio and drive process improvements across collection activities.

You will evaluate solvency, negotiate payment plans, and resolve billing issues with cross-functional teams to maintain healthy cash flow. The role requires at least 1 year in credit collections in a high-growth environment, strong organizational skills, and an entrepreneurial mindset for leveraging AI tools.

Qualifications

• Degree or equivalent relevant experience required.
• Minimum of 1 year of credit collections experience in a high-growth environment; process-improvement experience a plus.
• Strong organizational and customer relationship skills for high transaction volumes.
• Demonstrated initiative and curiosity, including experimenting with AI tools.

Responsabilités

• Manage an Enterprise portfolio, balancing standard collections with process-improvement initiatives and specialty collections.
• Evaluate solvency and willingness to pay; negotiate payment plans per policy.
• Resolve billing disputes with Sales Operations and Sales teams; escalate when needed.
• Perform collection activities according to Salesforce policies and contribute to improvement projects.

Connaissances

Credit collections

Process improvement

Solvency assessment

Negotiation

Stakeholder collaboration

Formation

Bachelor's degree

Outils

Tableau

Mulesoft

AWS

CRM software

Description du poste

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. 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. Ready to level-up your career at the company leading workforce transformation in the agentic era? You're in the right place! Agentforce is the future of AI, and you are the future of Salesforce.

The Experience 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; escalating 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 of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education. In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.

We're Salesforce, the Customer Company, inspiring the future of business with AI + Data + CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too — driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good – you've come to the right place.