Collections Analyst

Proofpoint • Sunnyvale, CA

2d • Hybrid

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed