We are looking for a Collection Specialist who is a natural collaborator. Someone who builds trust with customers' AP teams, works easily across the company's Finance, Sales, and Customer Success teams, and takes genuine satisfaction in moving aging balances to resolution. The Collection Specialist is responsible for managing outstanding receivables from business customers and ensuring timely payment of invoices. This role requires strong communication, organization, and analytical skills to effectively work with accounts payable departments, business owners, and internal teams. You will monitor aging reports, follow up on delinquent accounts, resolve discrepancies, and support accurate and compliant AR operations. This position plays a key role in maintaining the financial health of the organization through effective business to business collections and professional client engagement.
Key Responsibilities:
Collections Execution
Conduct outreach to business customers regarding past-due invoices via phone, email, and written communication
Review account histories, contracts, purchase orders, and billing documentation to determine appropriate collection strategies
Negotiate payment commitments, structured payment plans, and resolution of outstanding balances within company guidelines
Investigate and address issues such as short pays, disputed invoices, unapplied payments, and payment delays
Maintain detailed and accurate documentation of all customer interactions and collection activities
Accounts Receivable Operations
Monitor aging reports and prioritize follow-up to ensure timely resolution of outstanding balances
Collaborate with Billing, Customer Support, Sales, and Finance to resolve account discrepancies or customer concerns
Monitor and maintain the integrity of customer account data across the company's ERP (NetSuite), CRM (Salesforce), and customer-managed billing portals
Independently check portals including Ariba, Coupa, and other supplier management platforms for invoice status, payment confirmations, dispute notifications, and required document submissions
Customer & Internal Communication
Communicate professionally with accounts payable teams and key customer contacts
Provide account information, payment histories, and invoice documentation as needed to facilitate payment
Escalate high-risk or unresponsive accounts appropriately to management
Maintain positive customer relationships while upholding company policies
Systems & Process Support
Utilize NetSuite for day-to-day AR operations
Use Salesforce to review customer information, activity history, and account notes
Use Stripe to monitor subscription payment status, resolve failed payments, and coordinate lock/unlock actions on past-due subscription accounts
Work within Microsoft Excel to analyze data, manage aging schedules, format reports, and reconcile account details
Support process improvements, SOP development, and workflow efficiencies to enhance AR and collections operations
Requirements
Required Qualifications:
4+ years of B2B collections, accounts receivable, or customer account management experience; 6+ years preferred. (2 years may be considered if you worked at a collection agency)
High school diploma or equivalent; associate or bachelor's degree preferred
Strong verbal and written communication skills, with the ability to engage professionally with business clients
Working proficiency in Microsoft Office, with emphasis on Excel (sorting, filtering, formulas, data cleanup, and report manipulation)
Strong attention to detail, accuracy, and documentation
Ability to analyze invoices, statements, and payment histories to resolve discrepancies
Effective time-management and organizational skills with the ability to manage multiple accounts
Preferred Qualifications:
Familiarity with NetSuite, Salesforce, and Stripe (or comparable ERP, CRM, and subscription billing platforms) (exposure to any or all of these is preferred but not required — training will be…