Collections Analyst

SalesforceIndianapolis, IN

About The Position

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all. Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce. About the Role: Are you ready to elevate your career? Join our team as a Credit and Collections Specialist and play a vital role in our financial operations. You'll ensure our customers stay on track while contributing to the success of our business. This is your opportunity to grow, make an impact, and be part of a dynamic team.

Requirements

  • Minimum of 1+ years of experience in customer service or collections.
  • Strong communication and negotiation skills.
  • Ability to collaborate effectively with cross-functional teams.
  • Detail-oriented with excellent organizational skills.
  • Proficiency in [insert relevant tools/software, if applicable].

Responsibilities

  • Initiate proactive collection calls to customers, using sound business judgment to assess account solvency and payment willingness.
  • Assist customers in staying current on payments by providing necessary documentation and support.
  • Collaborate with the Sales Operations team to resolve billing disputes and ensure customer satisfaction.
  • Identify and escalate problematic accounts to Credit and Sales management for timely resolution.
  • Partner with credit analysts to manage financially distressed accounts, negotiate payment plans, and recommend suspensions when needed.
  • Contribute to process improvement projects to enhance operational efficiency.
  • Provide detailed portfolio reports to credit management and ensure adherence to company policies.
  • Share your expertise by training and mentoring team members as needed.

Benefits

  • time off programs
  • medical
  • dental
  • vision
  • mental health support
  • paid parental leave
  • life and disability insurance
  • 401(k)
  • employee stock purchasing program
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