End to end management of assigned accounts receivable portfolio from account set up to cash collections. This position will also work through dispute management with customers where necessary to create a positive outcome for both the customer and for Client.
Majority of time will be spent on collection activities: calling customers, sending statements, sending reminder notices and invoices, and taking customer payments Process credit applications and approve/recommend credit limits Review sales orders on credit hold for approval from hold A/R account reconciliation Dispute management Process credit card transactions and monitor monthly auto-pay activity Contact with customers via telephone as well as a balanced use of e-mail Log all customer contacts and collection activities into collection software system Make recommendations on monthly bad debt reserves Be an advocate for the customer by liaising between applicable Client business units (BU's), the Order-to-Cash team, and the customer Ensure a smooth process flow while maintaining a high level of customer service Manage risk by creatively driving win/win situations between Client and customers Third party agency collection placement and bankruptcy processes and documentation Produce reports as requested by the CMA or any other internal customers such as BU controllers Participate in acquisition and integration activities and be prepared to brief the CMA on integrating systems, accounts, clients, policies, etc. of acquired companies Consistently improve productivity and efficiency through process improvement initiatives, time management and change management All other duties as assigned
Experience:
5+ years of related experience in credit & collections, customer service showing increasing responsibilities Portfolio management experience in a publicly traded company with significant end user sales activities Strong analytical, math, and account reconciliation skills Experience with Oracle, NetSuite, and GetPaid preferred Expert level ability in Microsoft office and Google Sheets, Docs, Slides