Job Details of Collections Analyst

Full job description

• Conduct collections calls and negotiate payment plans with customers who have overdue payments.
• Operate in multiple software programs (including Workday, Recurly, Salesforce Billing, Chargebee, and proprietary systems).
• Monitor and analyze customer accounts to identify delinquent accounts and follow up on payment arrangements
• Investigate and resolve billing discrepancies and disputes
• Maintain accurate records of all collection activities, including customer communications, payment agreements and payment history
• Collaborate with other departments such as billing, customer success, sales and finance to resolve issues and improve processes.
• Prepare and send collection letters, emails and other communications to customers.
• Work directly with the Closing Sales and Discontinue team to facilitate the changes needed
• Create custom reports to facilitate AR operations and analysis
• Other duties as assigned by management
• Regular and reliable attendance required

• Fluency in English, both verbal and written competency required
• 2+ years of experience in B2B collections in a high-volume and multi-platform environment
• Proficiency with Microsoft Office suite, including at least intermediate Microsoft Excel
• Professional communication skills and a collaborative mindset
• Ability to multi-task in a fast-paced environment
• Ability to make sound decisions and take calculated risks
• Excellent written and verbal communication skill
• Ability to solve problems using deductive reasoning skills in a timely manner
• Diploma/degree in accounting related field
• Flexibility and adaptability to frequent change

• Workday and Salesforce experience
• Experience understanding accounting system functionality
• Experience in payment processing and/or software-as-a-service industries
• Private equity background
• 1+ years of accounting experience