Credit/Collections Analyst

The Role

We are currently looking for a Credit/Collections Analyst. This role will be essential in the collections of outstanding accounts receivable and all other aspects of collections.

The candidate must be a self-motivated, persistent, and personable individual to interface with customers, resellers, partners, sales, order management, and the billing team. We are looking for a highly organized individual who can prioritize multiple responsibilities while meeting time sensitive goals and contribute to a fast paced, high growth organization.

• Proactively contact customers by phone and email for prompt resolution of overdue invoices with a customer service mindset.
• Monitor payment commitments and document daily collection status in collections and ERP system.
• Work with our internal sales team and other cross functional teams as well as outside customers to identify and resolve collection issues and help improve processes.
• Analyze delinquent and high risk accounts, prepare weekly reports, and make resolution recommendations.
• Review customer contracts, purchase orders, and invoices for order terms to avoid any payment delays.
• Assist with reviewing credit information.
• Enlist the help of the billing, sales team, and upper management to assist with collection efforts when necessary.
• Handle external and internal requests that come through the Customer Onboarding & Accounts Receivable alias.
• Investigate and resolve disputes, tax issues, unidentified payments, credit balances and overpayments.
• Provide weekly status and cash forecast of assigned customer accounts and present to management.
• Navigate customer portals to determine invoicing and payment status.
• Prepare audit related documents when requested.
• Assist with re sending invoices as requested, refund requests and approvals.
• Monitor and resolve onboarding for customers using Jira system.

Qualifications

• 5+ years of collections experience along with multi national high tech industry experience.
• Excellent communication skills, both written and verbal, strong customer service approach and positive demeanor.
• Proficient with Microsoft Office Suite applications, including Word, Excel, PowerPoint, and Outlook; SharePoint, Salesforce, & Microsoft Dynamics D365 experience is preferred, along with customer portals such as Ariba.
• Demonstrates the ability to execute multiple, complex requests.
• Must be self motivated, flexible and able to adapt to changing priorities in a challenging and fast paced environment.
• Precise attention to detail and ability to meet assigned deliverable deadlines.
• Good analytical skills, detail oriented, and organized.

Benefits

Competitive compensation, comprehensive benefits, career success on your terms, flexible work environment, annual wellness and community outreach days, recognition for your contributions, and global collaboration and networking opportunities.