Description

You will manage a dynamic portfolio of customer accounts, drive collections strategy, and partner cross-functionally to resolve disputes and improve cash flow. This role involves analyzing aging reports, leading forecast calls, and mentoring junior team members.

Requirements

• Bachelor's degree in Finance, Accounting, Business, or related field (or equivalent experience).
• 5–7+ years of experience in credit and collections or accounts receivable.
• Strong analytical skills with experience interpreting aging reports and collections data.
• Proven ability to manage complex portfolios and resolve escalated customer issues.
• Experience working cross-functionally in a fast-paced environment.
• Excellent communication, negotiation, and problem-solving skills.
• Proficiency in ERP systems and collections tools, bonus if you've worked in Sage Intacct and Lockstep.

Responsibilities

• Manage an assigned portfolio of customer accounts, ensuring timely collection of outstanding balances and reducing delinquency.
• Conduct proactive outreach to customers via phone and email to resolve past-due invoices and secure payment commitments.
• Analyze weekly aging reports to identify trends, highlight at-risk accounts, and provide actionable insights to leadership.
• Lead weekly collections forecast calls, ensuring alignment with cash flow expectations and escalating variances as needed.
• Partner cross-functionally with Billing, Cash Application, Sales, and Customer Success teams to resolve disputes and payment issues.
• Perform monthly and quarterly responsibilities such as Allowance Analysis and journal entry, collection escalation for doubtful accounts, and monthly reporting package for collections metrics.
• Investigate and resolve billing discrepancies, misapplied payments, and unapplied cash in collaboration with internal teams.
• Maintain detailed and accurate collection notes and account histories within the system to support transparency and continuity.
• Recommend and implement strategies to improve key performance metrics such as DSO, past-due percentages, and bad debt.
• Serve as a subject matter expert in collections processes, providing guidance, training, and support to junior team members.
• Collaborate with field representatives and internal stakeholders to resolve complex customer issues and support strategic initiatives.
• Act as the primary point of contact for third-party collections agencies, managing relationships and monitoring performance.
• Contribute to the development and continuous improvement of collections policies, procedures, and tools to enhance efficiency and scalability.