Collections Analyst
About The Position
Proofpoint is currently looking for a Collections Analyst. This role will be essential in the collections of outstanding accounts receivable and all other aspects of collections. The candidate must be a self-motivated, persistent, and personable individual to interface with customers, resellers, partners, sales, order management, and the billing team. We are looking for a highly organized, self-motivated individual who can demonstrate a capability of prioritizing multiple responsibilities while meeting time sensitive goals. This role will be a key contributor to an exciting, fast-paced, growth high growth oriented organization. We are looking for someone with a positive attitude and a desire to help strengthen our collections team to scale with the company’s long-term goals.
Requirements
- 7+ years of collections experience along with multi-national high-tech industry experience
- Excellent communication skills, both written and verbal, strong customer service approach and positive demeanor
- Proficient with Microsoft Office Suite applications, including Word, Excel, PowerPoint and Outlook
- Demonstrates the ability to execute multiple, complex requests.
- Must be self-motivated, flexible and be able to adapt to changing priorities in a challenging and fast-paced environment
- Precise attention to details and meet assigned deliverable deadlines.
- Good analytical skills, detail oriented, and organized.
- Ability to work independently and a strong team player
Nice To Haves
- SharePoint, Salesforce, & Microsoft Dynamics D365 experience is preferred, along with customer portals such as Ariba.
Responsibilities
- Proactively contact customers by phone and email for prompt resolution of overdue invoices with a customer service mindset
- Monitor payment commitments and document daily collection status in Excel and ERP system
- Work with our internal sales team and other cross functional teams as well as outside customers to identify and resolve collection issues as well as help improve processes
- Analyze delinquent and high risk accounts, prepare weekly reports and make resolution recommendations
- Review customer contracts, purchase orders, and invoices for order terms to avoid any payment delays.
- Enlist the help of the billing, sales team, and upper management to assist with collection efforts when necessary.
- Handle external and internal requests that come through the Customer Onboarding & Accounts Receivable alias.
- Investigate and resolve disputes, tax issues, unidentified payments, credit balances and overpayments
- Provide weekly status and cash forecast of assigned customer accounts and present to the management
- Navigate customer portals to determine invoicing and payment status
- Prepare audit related documents when requested.
- Assist with resending invoices as requested, preparation of tax credit memos, refund requests and approvals.
- Monitoring and resolving onboarding for customers using Jira system
Benefits
- Competitive compensation
- Comprehensive benefits
- Career success on your terms
- Flexible work environment
- Annual wellness and community outreach days
- Always on recognition for your contributions
- Global collaboration and networking opportunities
- flexible time off
- a comprehensive well-being program with two paid Wellbeing Days and two paid Volunteer Days per year
- a three-week Work from Anywhere option
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
