Hybrid Collections Specialist (B2B SaaS)

US05 CompuGroup Medical, Inc.; Richardson (TX); Hybrid; USD 50,000 - 75,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k with employer match

Hybrid work options

Personal Time Off

Job summary

CompuGroup Medical is seeking a Collections Specialist to manage outbound accounts receivable efforts in a hybrid work environment in the United States. You will handle a defined portfolio, contact clients by phone, secure payment commitments, and resolve reasons for unpaid invoices while maintaining strong client relationships.

The role emphasizes persistence, professionalism, and accurate CRM/documentation practices. A background in healthcare, SaaS, or tech services is preferred.

Qualifications

• Minimum of 3 years of B2B collections experience with business clients by phone.
• Proven track record of hitting collection targets while maintaining client relationships.
• Strong negotiation and communication skills for financial discussions.
• Excellent documentation habits and follow-through on commitments.
• Experience with Excel (sorting, filtering, aging reports).
• Experience with ERP or billing systems and logging activity in a CRM.
• Experience collecting in healthcare, SaaS, or technology services preferred.
• Familiarity resolving invoice disputes involving contracts, POs, or service credits preferred.

Responsibilities

• Make 25 or more outbound collection calls per day to existing clients with past due balances
• Work your assigned aging report daily, prioritizing by balance size and days past due
• Secure firm payment commitments and follow up until payment is received
• Identify why an invoice is unpaid (missing PO, billing question, service dispute, cash flow) and route disputes to the right internal team for resolution
• Document every contact, commitment, and outcome accurately in our systems
• Send follow-up emails, statements, and payment reminders to support your call activity
• Escalate high-risk accounts with clear documentation and a recommended next step
• Meet monthly targets for call volume, dollars collected, and reduction in aged receivables

Skills

Negotiation

Client relationship management

Documentation habits

Phone-based collections

Tools

Excel

CRM

ERP or billing systems

Job description

CompuGroup Medical is seeking a Collections Specialist to manage outbound accounts receivable efforts in a hybrid work environment in the United States. You will handle a defined portfolio, contact clients by phone, secure payment commitments, and resolve reasons for unpaid invoices while maintaining strong client relationships.

The role emphasizes persistence, professionalism, and accurate CRM/documentation practices. A background in healthcare, SaaS, or tech services is preferred.