Onboarding & First-Payment Specialist

Culligan Quench; King of Prussia (PA); On-site; USD 50,000 - 61,000; Full time

Benefits offered by this job

Medical, Dental, Vision starting day 1

401(k) match 50% up to 6%

Life insurance

Disability

Unlimited Paid Time Away

Parental leave

Career progression opportunities

Coaching and professional development

Job summary

Culligan Quench is seeking a Collections Analyst to support customers through the early AR lifecycle, focusing on First Payment Default prevention, onboarding, and payment success. You will help customers enroll in autopay and electronic billing while ensuring smooth account setup and timely payments.

The role emphasizes proactive engagement, issue resolution, and collaboration with Sales and Operations to protect revenue and improve the customer experience.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, or related field (or equivalent experience).
• 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.
• 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.

Skills

Analytical skills

Communication

Negotiation

Excel proficiency

ERP systems

Education

Finance/Accounting/Business degree

Tools

Excel

ERP/AR platforms

Job description

Culligan Quench is seeking a Collections Analyst to support customers through the early AR lifecycle, focusing on First Payment Default prevention, onboarding, and payment success. You will help customers enroll in autopay and electronic billing while ensuring smooth account setup and timely payments.

The role emphasizes proactive engagement, issue resolution, and collaboration with Sales and Operations to protect revenue and improve the customer experience.