Collections Specialist

Propio • Overland Park, KS

12d

About The Position

The Collections Specialist is part of the Accounts Receivable team and is primarily responsible for collecting and applying payments across multiple subsidiaries. The role manages collections outreach for a customer portfolio, monitors aging receivables, works to resolve payment and invoicing issues, and collaborates with internal teams to achieve collections goals. The successful candidate will enjoy working in a growing company, using technology to improve efficiency, and partnering across departments.

The role works with the Collections Manager on process improvements and special projects, maintains account records in Salesforce, NetSuite, and other applicable systems, and supports timely payment collection through proactive follow-up, account reconciliation, escalation, and service suspension or reactivation processes. Other duties may be assigned by management.

Requirements

• Working knowledge of accounts receivable processes.
• Ability to communicate professionally and effectively with customers, combining customer service and collections approaches.
• Ability to identify and flag accounts that may need escalation outside normal processes.
• Comfort handling changing priorities and unexpected circumstances.
• Excellent time management skills and a proven ability to meet collections targets.
• Comfort using technology.

Nice To Haves

• Bachelor’s degree in Accounting or Finance is preferred but not required.
• Two or more years of experience with the end-to-end B2B collections process is preferred.

Responsibilities

• Own collections outreach by email and phone for a portfolio of customers in accordance with established processes.
• Work with the Collections Manager to suggest and implement process improvements.
• Monitor the A/R Aging report and follow up on past-due invoices as needed.
• Ensure payments are received in a timely manner.
• Maintain accurate collections notes on accounts in Salesforce, NetSuite, and other applicable systems.
• Use customer portals to track payment status.
• Proactively reduce outstanding receivables by anticipating and addressing potential payment delays before they become past due.
• Prepare and send account reconciliation statements to customers and work with them to resolve discrepancies or issues.
• Research and respond to customer inquiries to resolve invoice discrepancies in a timely manner.
• Escalate collection accounts internally and externally according to established guidelines.
• Collaborate with Client Services on customer accounts, escalations, and other issues.
• Provide invoice copies and collections activity logs to a third-party collections agency for delinquent accounts.
• Manage and monitor effective suspension and reactivation of services for customer accounts.
• Work with internal teams to resolve invoicing issues and drive cash flow.
• Assist in identifying accounts that may need to be written off or escalated to legal action.
• Work on special projects assigned by the Collections Manager.
• Perform other duties as assigned by management.

Benefits

• Opportunities to learn, develop, and expand capabilities.
• Opportunities to build a meaningful career, pursue leadership opportunities, and expand career paths.

What This Job Offers

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