Credit & Collections Specialist

salesforce.com, inc.; Indianapolis (IN); On-site; USD 40,000 - 70,000; Full time

Job summary

Join a forward-thinking company as a Credit and Collections Specialist, where you will play a crucial role in managing customer accounts and supporting business growth. In this dynamic position, you'll engage proactively with customers, assist in billing dispute resolutions, and contribute to process improvements. This role offers you the chance to work closely with various teams, ensuring compliance and providing valuable insights through detailed reporting. If you're passionate about finance and customer service, this is an exciting opportunity to make a significant impact in a diverse and inclusive environment.

Qualifications

• Experience in credit and collections management.
• Strong communication and negotiation skills.

Responsibilities

• Initiate collection calls and manage customer accounts effectively.
• Collaborate with teams to resolve billing issues.

Skills

Customer Engagement

Billing Dispute Resolution

Negotiation Skills

Process Improvement

Education

Bachelor's Degree in Finance or related field

Job description

Job Description: Credit and Collections Specialist

Join our team at Salesforce as a Credit and Collections Specialist! In this role, you will play a vital part in our financial operations by ensuring our customers' accounts are managed effectively, supporting our business growth and customer satisfaction. Your responsibilities will include:

1. Proactive Customer Engagement: Initiate collection calls to assess account solvency and payment willingness, using your judgment to manage customer accounts.
2. Transaction Support: Assist customers in maintaining timely payments by providing necessary documentation and support.
3. Billing Dispute Resolution: Collaborate with the Sales Operations team to resolve billing issues efficiently.
4. Account Escalation: Identify and escalate problematic accounts to management for prompt resolution.
5. Financially Distressed Accounts: Work with credit analysts to manage distressed accounts, negotiate payment plans, and recommend suspensions when needed.
6. Process Improvement: Contribute to ongoing process improvement initiatives within the team.
7. Reporting and Compliance: Provide detailed portfolio reports and ensure adherence to company policies.
8. Training and Mentoring: Share expertise by training team members as required.

We are committed to providing accommodations for applicants with disabilities. If you need assistance during the application process, please submit a request via our Accommodations Request Form.

Salesforce is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and applicants, regardless of race, religion, gender, sexual orientation, age, disability, or other protected characteristics. We ensure all employment decisions are based on merit, competence, and qualifications.