Credit & Collections Specialist

Salesforce, Inc.; Indianapolis (IN); Hybrid; USD 45,000 - 75,000; Full time

Job summary

An innovative company is seeking a Credit and Collections Specialist to enhance its financial operations. In this role, you will be the voice of the company, proactively engaging with customers to ensure timely payments and resolve any billing disputes. You will collaborate with various teams to manage accounts effectively, drive process improvements, and provide mentorship to team members. Join a dynamic environment where your contributions will make a significant impact on customer satisfaction and operational excellence. This is an exciting opportunity to grow your career in a supportive and inclusive workplace.

Benefits

Flexible Work Hours

Health Insurance

Retirement Plan

Paid Time Off

Professional Development Opportunities

Qualifications

• Experience in credit and collections processes is essential.
• Strong analytical skills to assess account solvency.

Responsibilities

• Initiate proactive collection calls to customers.
• Collaborate with Sales Operations to resolve billing issues.
• Provide detailed reports on portfolio to credit management.

Skills

Communication Skills

Problem-Solving

Negotiation Skills

Financial Analysis

Education

Bachelor's Degree in Finance or related field

Tools

CRM Software

Microsoft Excel

Job description

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Credit & Collections Specialist

Apply remote type Office - Flexible locations Indiana - Indianapolis time type Full time posted on Posted 8 Days Ago job requisition id JR291921

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.

Job Category

Finance

Job Details

About Salesforce

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.

Join Our Team as a Credit and Collections Specialist!

Are you ready to take your career to the next level? As a Credit and Collections Specialist, you'll play a crucial role in our financial operations, ensuring our customers stay on track and our business thrives. Here's what you'll be doing: -

- Be the Voice of Our Company: Initiate proactive collection calls to our valued customers, using your keen business judgment to assess account solvency and payment willingness.
- Facilitate Smooth Transactions: Help our customers stay on top of their payments by providing all necessary documentation and support.
- Resolve Billing Disputes: Collaborate with our dynamic Sales Operations team to resolve any billing issues, ensuring customer satisfaction and smooth operations.
- Escalate and Manage: Identify and escalate problematic accounts to Credit and Sales management, ensuring timely resolution.
- Support Financially Distressed Accounts: Work closely with our credit analysts to manage accounts in financial distress, negotiating payment plans and recommending suspensions when necessary.
- Drive Improvement: Participate in exciting process improvement projects, contributing to the continuous enhancement of our operations.
- Report and Comply: Provide detailed reports on your portfolio to credit management and ensure compliance with all company policies.
- Train and Mentor: Share your expertise by providing training to team members as needed.

Accommodations

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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.

About Us

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.