Credit & Collections Specialist

Velosio; Atlanta (GA); On-site; USD 45,000 - 55,000; Full time

Job summary

Join a leading company as a Credit & Collections Specialist in Atlanta, GA. You will manage customer accounts, oversee the collections process, and collaborate with various departments to ensure accuracy. This role offers a chance to grow within a supportive environment that values employee experience and career development.

Benefits

Medical

Dental

Vision

Unlimited PTO

401k match

Wellness programs

Quarterly incentives

Qualifications

• 2+ years of experience in collections and customer service.
• Strong organizational, communication, and management skills.

Responsibilities

• Contact customers to resolve open account balances.
• Run A/R aging reports to review outstanding balances.
• Develop a formal credit and collections process.

Skills

Organizational

Communication

Analytical

Problem Solving

Education

Bachelor’s degree

Job description

Join to apply for the Credit & Collections Specialist role at Velosio

About The Position

Velosio is looking for a Credit & Collections Specialist to be an integral member of the Finance Team. As a Credit & Collections Specialist at Velosio, you will be responsible for maintaining customer accounts and owning the credit & collections process end to end. You will need to maintain effective communication across multiple departments and work closely with Billing and Cash Applications to ensure customer accounts are accurate and timely.

Your Day Might Look Like

• Contact customers via phone and email, using excellent customer service skills, to resolve open account balances and record contact notes.
• Respond to customer inquiries regarding account issues and reconcile accounts and disputes.
• Submit requests for credits on invoice discrepancies.
• Run A/R aging reports to review outstanding balances.
• Provide guidance on provisions for bad debt.
• Work with 3rd Party collections agencies to recover delinquent accounts.
• Review and clean up unapplied cash.
• Communicate with Sales, Delivery, Billing, and Cash Applications regarding collection issues.
• Answer incoming customer calls and emails.
• Develop a formal credit and collections process.
• Assess financial stability and creditworthiness of prospective customers.
• Administer credit limits and payment terms.
• Use ERP system to document collections activities.
• Build and maintain positive customer relationships.
• Maintain a forecast of anticipated collections for all invoices.
• Develop key metrics for management reports.

What You'll Bring

• Bachelor’s degree
• 2+ years of experience in collections and customer service
• Strong organizational, communication, and management skills
• Excellent interpersonal and verbal/written communication skills
• Strong analytical and problem-solving skills

Who We Are

At Velosio, we prioritize our people. We are a values-driven organization committed to providing an outstanding employee experience. Our expertise in business applications includes ERP, CRM, and cloud services. Recognized as a top Microsoft partner and NetSuite leader, we aim to help clients realize business value faster and deploy technology seamlessly.

Our mission is to enable clients to accelerate business growth through innovative solutions and data-driven insights. We support Microsoft Dynamics, Office 365, and Azure services. Headquartered in Columbus, Ohio, with 400 employees serving over 4,000 clients.

As a Velosio team member, you benefit from a top-notch culture, flexibility, career development, and industry-leading incentives.

Why You Might Like Working With Us

Velosio has been recognized for its company culture, career growth opportunities, and leadership. Check why 100% of our team members feel invested in their career growth and 99% feel cared for by their managers: https://www.comparably.com/companies/velosio

Your Wellness Matters

We offer comprehensive benefits including medical, dental, vision, unlimited PTO, remote work, 401k match, wellness programs, and quarterly incentives.

Additional Details

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales

Industries

• IT Services and IT Consulting

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