Credit/Collections Analyst

Role

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, self motivated individual who can demonstrate a capability of prioritizing multiple responsibilities while meeting time sensitive goals.

Day to day Responsibilities

• 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 the 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.
• Monitoring and resolving 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 be able to adapt to changing priorities in a challenging and fast paced environment.
• Precise attention to details and meet assigned deliverable deadlines.
• Good analytical skills, detail oriented, and organized.

EEO Statement

Proofpoint is an equal opportunity employer, we hire without consideration to race, religion, creed, color, national origin, age, gender, sexual orientation, marital status, veteran status or disability.