First-Payment Success Specialist

Socket.dev; King of Prussia (PA); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Medical, Dental, Vision starting day 1

401(k) match up to 6%

Life insurance

Disability

Unlimited Paid Time Away

Parental leave

Voluntary benefits

Career progression opportunities

Coaching and professional development

Job summary

Culligan Quench is seeking a Collections Analyst to support customers in the early accounts receivable lifecycle, focusing on preventing first payment default and enabling smooth onboarding with autopay and electronic billing. You’ll work cross-functionally to guide invoice delivery preferences, payment methods, and vendor setup while reducing delinquencies.

The role emphasizes proactive outreach, strong communication, and consultative problem solving to protect revenue and enhance the customer

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, or related field.
• 2+ years of experience in collections, accounts receivable, or credit analysis.
• Strong analytical skills with the ability to interpret financial data and aging reports.
• Excellent communication and negotiation skills.
• Proficiency in Excel and financial systems (ERP, AR platforms).

Responsibilities

• Manage a portfolio of newly activated customer accounts to ensure successful completion of the first payment cycle.
• Conduct proactive outbound calls and email outreach to welcome customers and support payment setup activities.
• Assist customers with enrollment in automatic payment programs, electronic invoicing, and other payment options designed to improve payment success.
• Guide customers through onboarding processes, including invoice delivery preferences, payment methods, and vendor setup requirements.
• Identify and address potential barriers that could lead to missed first payments, including billing concerns, administrative delays, and setup issues.
• Monitor newly onboarded accounts for payment-risk indicators and take preventive action before accounts become delinquent.
• Act as a customer advocate by providing education and support related to billing, payment expectations, and account management
• Manage assigned accounts to ensure timely payment of invoices and reduction of early-stage delinquencies.
• Conduct professional outbound communication via phone, email, and written correspondence.
• Resolve payment delays by identifying and addressing root causes, including billing discrepancies, process gaps, and customer onboarding challenges.
• Document customer interactions and account activity accurately within company systems.
• Serve as a trusted point of contact during the onboarding and early customer lifecycle stages.
• Build strong customer relationships that encourage positive payment behavior and long-term retention.
• Utilize a consultative approach to understand customer needs and recommend payment solutions.
• Deliver an exceptional customer experience through professional, responsive, and empathetic communication.
• Partner with Sales, Customer Success, Billing, and Operations teams to facilitate a seamless customer onboarding experience.
• Assist in resolving customer setup issues related to vendor registration, payment processing, invoicing, and account maintenance.
• Identify trends contributing to first payment defaults and recommend process improvements.

Education

Bachelor’s degree in Finance, Accounting, Business, or related field

Tools

ERP systems

Job description

Culligan Quench is seeking a Collections Analyst to support customers in the early accounts receivable lifecycle, focusing on preventing first payment default and enabling smooth onboarding with autopay and electronic billing. You’ll work cross-functionally to guide invoice delivery preferences, payment methods, and vendor setup while reducing delinquencies.

The role emphasizes proactive outreach, strong communication, and consultative problem solving to protect revenue and enhance the customer