Collections Analyst

AppDirect is seeking a highly self-motivated and detail-oriented Collections Analyst to join their accounting organization. This role will be an integral part of the financial operations team and requires strong communication skills, attention to detail, and the ability to thrive in a rapidly growing environment. The Collections Analyst will be responsible for building customer relationships, managing account status, performing reporting and analysis, and collaborating with cross-functional teams. The ideal candidate will have 1 to 3 years of experience in accounts receivable/financial analysis, advanced Microsoft Excel skills, and familiarity with ERP and CRM systems.

• Provide regular phone and email contact with assigned customers to build customer relationships and ensure minimum bad debt risk
• Collaborate with cross-functional teams, including Sales, Legal, and Customer Success
• Inform internal teams of changes in account status and past due accounts
• Enter detailed notes and client information in ERP and CRM systems
• Leverage data from several internal tools to perform reporting and analysis
• Research and perform special projects and activities as assigned
• Strong verbal and written communication skills are required to interface with all levels of the organization
• Adept at taking multiple sources of data and distilling it into a reportable, easy to understand format for Sales and Leadership
• Ability to quickly learn and adapt to new systems and processes
• Advanced Microsoft Excel skills, with the ability to work with large sets of data
• Experience with NetSuite, Tesorio, and Salesforce is preferred

• 1 to 3 years Accounts Receivable / Financial Analysis experience
• Strong verbal and written communication skills are required to interface with all levels of the organization
• Adept at taking multiple sources of data and distilling it into a reportable, easy to understand format for Sales and Leadership
• Ability to quickly learn and adapt to new systems and processes
• Advanced Microsoft Excel skills, with the ability to work with large sets of data
• Experience with NetSuite, Tesorio, and Salesforce is preferred

• Regular phone and email contact with assigned customers
• Collaboration with cross-functional teams
• Opportunity to work in a rapidly growing environment
• Strong verbal and written communication skills
• Ability to work with large sets of data
• Opportunity to learn and adapt to new systems and processes
• Experience with advanced Microsoft Excel skills
• Opportunity to work with NetSuite, Tesorio, and Salesforce
• Inclusion and non-discrimination policy