Collections AnalystLocation(s):San Francisco, CA - HQ |
As the Accounts Receivable for the company continues to grow in dollar amount as well as the number of invoices, we continue to need additional collector bandwidth. This position will be assigned an individual Accounts Receivable portfolio in which they will be accountable.
Job Description:
Collects on assigned accounts receivable portfolio primarily via telephone. Resolves customer A/R dispute situations to the satisfaction of both SFDC and our customers. Uses good business judgment in working with/through other employees both within and outside of the SFDC Credit and Collection Department to achieve collection targets.
Responsibilities:
- Initiates collection calls on assigned account base in accordance with Invoice Collection and Account Suspension Timeline by exercising good business judgment and due diligence in evaluating account solvency and ability/willingness to pay
- Facilitate customer payment by providing necessary documentation to customer
- Resolves customer billing disputes working with other Sales Operations personnel and Sales.
- Escalates problem collection accounts to Credit and Sales management
- Works with credit analyst on financial distress accounts
- Negotiates payment plans for financial distress accounts
- Suspends delinquent accounts after proper collection activity
- Provides Suspended account information to Write Off and Bad Debt team
- Participates on process improvement projects as assigned
- Provides reports on assigned portfolio as requested to credit management
- Ensures compliance with all company policies
- Provides training as requested.
Required Skills/Experience:
- Bachelors degree or equivalent combination of education and experience
- Two years collections experience in a high growth environment or equivalent experience and education.
- Good customer relationship skills to manage a variety of customer interactions
- Demonstrated initiative
- Ability to work independently
- Demonstrated participation in process improvement initiatives and/or project management experience
- Excellent communication (written and verbal) skills
- Ability to excel in a fast growing/fast paced environment delivering accuracy while managing to deadlines
- Thrives in a team environment
- Able to use Microsoft suite of tools effectively
Desired Skills: