Credit & Collections Specialist

Salesforce; Indianapolis (IN); On-site; USD 45,000 - 75,000; Full time

Job summary

An established industry player is seeking a Credit and Collections Specialist to enhance financial operations. In this pivotal role, you will manage customer accounts, ensuring timely payments and resolving disputes. Your contributions will drive improvements in processes and customer satisfaction. This dynamic position offers the opportunity to develop your skills in a supportive environment while making a significant impact on the company's financial health. Join a team that values innovation and inclusivity, and help shape the future of business through effective financial management.

Qualifications

• Experience in credit and collections management.
• Strong analytical skills to assess account solvency.

Responsibilities

• Initiate proactive collection calls and assess account solvency.
• Collaborate with Sales Operations to resolve billing issues.
• Participate in process improvement projects to enhance operations.

Skills

Communication Skills

Problem-Solving

Negotiation Skills

Customer Service

Education

Bachelor's Degree in Finance or related field

Job description

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to avoid duplication of efforts.

Job Category

Finance

Job Details

About Salesforce

We’re Salesforce, the Customer Company, inspiring the future of business with AI, Data, and CRM. Leading with our core values, we help companies across industries blaze new trails and connect with customers in innovative ways. We empower you to be a Trailblazer—driving your career growth, charting new paths, and making a positive impact on the world. If you believe in business as a 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 advance your career? As a Credit and Collections Specialist, you'll play a vital role in our financial operations, ensuring customer accounts are managed effectively and our business continues to thrive. Your responsibilities will include:

1. Be the Voice of Our Company: Initiate proactive collection calls, assess account solvency, and evaluate payment willingness.
2. Facilitate Smooth Transactions: Assist customers in staying on top of payments by providing necessary documentation and support.
3. Resolve Billing Disputes: Collaborate with Sales Operations to resolve billing issues, maintaining customer satisfaction.
4. Escalate and Manage: Identify and escalate problematic accounts for timely resolution.
5. Support Financially Distressed Accounts: Work with credit analysts to manage distressed accounts, negotiate payment plans, and recommend suspensions when needed.
6. Drive Improvement: Participate in process improvement projects to enhance operations.
7. Report and Comply: Provide detailed portfolio reports and ensure policy compliance.
8. Train and Mentor: Share expertise by training team members as needed.

Accommodations

If you require assistance due to a disability, please submit a request via the Accommodations Request Form.

Posting Statement

Salesforce is an equal opportunity employer committed to non-discrimination. We believe in equality and strive to create an inclusive workplace free from discrimination. All employees and applicants are evaluated based on merit, competence, and qualifications, regardless of race, religion, color, national origin, sex, sexual orientation, gender identity, age, disability, veteran status, marital status, political beliefs, or other protected classifications. This policy applies across all aspects of employment, including recruiting, hiring, promotion, compensation, and termination.