Credit & Collections Specialist

Salesforce, Inc..; Indianapolis (IN); On-site; USD 40,000 - 70,000; Full time

Job summary

An established industry player seeks a Credit and Collections Specialist to enhance financial operations. This role emphasizes proactive customer engagement, ensuring timely payments and resolving billing disputes. You will collaborate with various teams to manage accounts effectively and contribute to process improvements. If you have strong communication and negotiation skills, this position offers a chance to make a significant impact while growing your career in a dynamic environment.

Qualifications

• Experience in credit and collections, with a focus on customer interaction.
• Ability to analyze financial data and negotiate payment plans.

Responsibilities

• Initiate proactive collection calls to assess account solvency.
• Collaborate with Sales Operations to resolve billing disputes.
• Provide training to team members and support process improvements.

Skills

Communication Skills

Negotiation Skills

Problem-Solving

Financial Analysis

Education

Bachelor's Degree in Finance or related field

Job description

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.