This Collections Specialist will perform a variety of financial and non-financial tasks to help ensure the company’s revenue. The team member is responsible forassisting in managing outstanding company receivables and providing stellar customer service through all communications from submission of invoices through collection of payment.The collections specialist is also responsible for reporting updates to management on customer account status & outstanding issues. 

**Candidates MUST reside in the Pacific or Mountain Time Zone and be available to work Monday through Friday, 8:00 AM – 5:00 PM, in their respective time zone (PST/PDT or MST/MDT). We will not consider candidates in the Central or East Coast time zones at this time.**

This position offers a competitive compensation package, benchmarked to regional market standards. It consists of a base salary plus the opportunity for quarterly profit sharing after one year of employment.

• Responsible for participating in all processes associated with the collection of accounts receivable and maintaining an effective and cooperative working relationship with customers and our sales team.
• Correspond by email and phone in a fast-paced, goal-oriented atmosphere on all invoice short payments, billing errors, and collection issues.
• Prepare collection issues, calling past-due accounts daily and documenting results weekly in a spreadsheet.
• Respond to calls from customers and provide requested information.
• Support billing, month-end tasks, yearly audit requests, and the sales team when needed.
• Conduct research using D365 and Salesforce; review and analyze invoices.
• Send email communications with invoices and statements, followed by prompt phone call follow-ups.
• Manage a high volume of approximately 90 customers per week, ensuring timely follow-up.
• Contact each customer within one day of sending communications to ensure receipt and address any issues.
• Handle scenarios such as non-responses, wrong contacts, internal delays, or pending actions with their teams.
• Maintain persistence and ensure customers know you're committed to resolving issues.
• Be proactive and confident in making phone calls.
• Investigate and understand the underlying reasons for payment delays or issues.

MUST HAVE 

• Minimum of 2 years of experience in B2B collections, accounts receivable, or a related field, with a solid understanding of billing and collection processes.
• Candidates must reside in the Pacific or Mountain Time Zone and be available to work Monday through Friday, 8:00 AM – 5:00 PM, within their respective time zone (PST/PDT or MST/MDT).
• Ability to review and analyze financial data to identify discrepancies and collection opportunities.
• Demonstrated experience handling a large portfolio of accounts, with a consistent record of reducing aged receivables.
• Ability to identify, address, and resolve issues related to billing, payments, and customer queries promptly.
• Proficiency in Excel, including experience with spreadsheets for tracking and documenting collection activities.
• Meticulous attention to detail in managing multiple customer accounts and ensuring accurate financial reporting.
• Flexibility to shift focus quickly based on changing priorities or urgent collection issues.

      NICE TO HAVE 

• Understanding audit requirements and experience supporting audit requests related to accounts receivable. 
• Familiarity with remote communication and collaboration tools, such as Microsoft Teams. 
• Proven experience handling difficult conversations and negotiating payment terms with customers. 
• Possession of relevant certifications such as the Credit Business Associate (CBA) or Certified Credit and Collection Professional (CCCP) credential. 
• Experience with enterprise resource planning (ERP) systems in addition to D365, enhancing adaptability to other platforms. 
• Experience using accounting software such as Microsoft Dynamics 365 (D365) and Salesforce for collections and invoicing tasks.