Collections Specialist II
About The Position
Discover your future at DAT Freight & Analytics, where innovation meets impact. For over four decades, DAT has been at the forefront of transportation and logistics, helping businesses move freight with greater efficiency and confidence. We are a technology company that removes uncertainty from freight for truckers, brokers, and shippers every day. Our advanced tools and data intelligence empower professionals to make smarter decisions, optimize costs, and operate more successfully. Through the industry's largest digital freight marketplace and insights derived from over $1 trillion in freight transactions, we provide the mission-critical information that keeps supply chains running smoothly across the country. DAT is proud to be an award-winning workplace that fosters innovation, celebrates success, and values professional growth. With strategic offices in Beaverton, Oregon, Denver, Colorado, Springfield, Missouri, and Bangalore, India, our teams collaborate to solve the transportation industry's most complex challenges. Ready to shape the future of freight technology? Learn more at dat.com/company. We're looking for a Collections Specialist II to bridge the gap between standard collections work and our more complex, specialty accounts. You've mastered the fundamentals of B2B collections and are ready to take on greater ownership including exposure to manual billing, vendor portals, and reconciliation, while continuing to build toward full independence on our most difficult accounts. This role is a great fit for someone who has outgrown a purely standard collections portfolio and wants to develop the technical and negotiation skills needed to eventually own the hardest accounts in the book, with support from senior team members along the way.
Requirements
- 2+ years of B2B collections experience, with a solid track record managing a high risk account portfolio
- Some exposure to or strong aptitude for manual invoicing, vendor/AP portals, or account reconciliation (prior hands-on experience a plus, but not required if aptitude is clear)
- Strong Excel skills (pivot tables, VLOOKUP/XLOOKUP; SUMIFS a plus)
- Excellent written and verbal communication skills, comfortable navigating firm-but-professional payment conversations
- Demonstrated ability to take initiative and handle increasing ambiguity without heavy oversight
- Strong attention to detail and follow-through on multi-step account issues
Nice To Haves
- Experience in a B2B SaaS or subscription business
- Familiarity with ERP/billing platforms (e.g., NetSuite, Zuora, Chargebee, Salesforce Billing)
- Prior exposure to vendor procurement portals (Ariba, Coupa, Tungsten, Taulia, or similar)
Responsibilities
- Manage a portfolio of B2B customer accounts, including a mix of growing number of moderately complex, previously escalated accounts, partnership accounts, and collections for other acquired companies within the DAT portfolio as well as any future acquisitions.
- Conduct proactive and reactive outreach on past-due invoices via phone, email, and customer portals
- Negotiate payment plans and resolve routine disputes within delegated authority, escalating only the most complex cases
- Submit and troubleshoot invoices through third-party vendor/procurement portals (e.g., Ariba, Coupa, Tungsten, Taulia) under the guidance of senior team members, building toward independent ownership
- Assist with preparing manual invoices for non-standard billing arrangements, learning the documentation and formatting requirements for each account type
- Maintain accurate notes on portal- and account-specific quirks to build institutional knowledge for the team
- Perform account reconciliations on moderately complex accounts — resolving unapplied cash, short-pays, and payment misapplications
- Partner with senior collections staff on more difficult reconciliation cases, gaining exposure to root-cause investigation and multi-period cleanup
- Flag reconciliation patterns or recurring issues to senior staff or management for process improvement
- Handle escalated conversations from Collections Specialist I team members when appropriate, while continuing to route the most sensitive or high-value accounts to senior staff
- Coordinate with Billing, Sales, and Customer Success on disputes and at-risk accounts
- Provide input on account risk (credit hold, write-off consideration) with increasing autonomy
- Maintain accurate collection activity records and prepare aging/status reports for your portfolio
- Contribute to documentation of specialty billing processes and reconciliation procedures as you learn them
Benefits
- Medical, Dental, Vision, Life, and AD&D insurance
- Paid Parental Leave
- Up to 20 days of paid time off starting in year one
- An additional 10 holidays of paid time off per calendar year
- 401k matching (immediately vested)
- Employee Stock Purchase Plan
- Short- and Long-term disability sick leave
- Flexible Spending Accounts
- Health Savings Accounts
- Tuition Reimbursement Program
- Employee Assistance Program
- Additional programs - Employee Referral, Internal Recognition, and Wellness
- Free TriMet transit pass (Beaverton Office)
- Competitive salary and benefits package
- Work on impactful projects in a cutting-edge environment
- Collaborative and supportive team culture
- Opportunity to make a real difference in the trucking industry
- Employee Resource Groups
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
