Credit and Collections Analyst

Flow Control Group•Charlotte, NC

About The Position

At TAG Solutions we measure success by the results of our customers – hundreds of companies are achieving or exceeding their manufacturing performance objectives with our help. Our engineers are experts not only in current automation technologies and trends, but also legacy systems that remain the lifeblood of many of our customers. We design and deploy systems that make sense for you, and give you the best payback. Our Purpose: TAG Solutions strives to have a positive impact on our employees, our customers, and our local communities. By creating a culture of people who have a fun and challenging career, we create a team that is passionate about solving problems for our customers. As our customers experience world-class results, we have a positive impact on our local communities and the process starts again creating momentum. Additionally, we are also honored to be working locally with the Children's Miracle Network to have a positive impact with children and their families.

Responsibilities

Execute a structured collections process for past-due accounts to achieve targeted Days Sales Outstanding (DSO) and minimize delinquent balances.
Monitor and manage credit limits for existing customers on an ongoing basis.
Monitor and manage daily customer email communications in a timely and professional manner.
Review the credit hold portal regularly and release orders in accordance with established guidelines.
Maintain accurate and up-to-date records of collection activities through daily documentation of call notes.
Collaborate with third-party collection agencies to support effective recovery efforts.
Prepare and distribute weekly aging reports on past-due accounts to management and the sales team.
Build and maintain strong customer relationships to enhance collection outcomes.
Foster effective working relationships with internal stakeholders, particularly TAG Accounts Receivable Shared Services and sales teams, and determine appropriate timing for sales involvement in collection efforts.
Investigate and resolve short payments, deductions, and account discrepancies.
Ensure all customer account files are accurate, complete, and current.
Provide credit references to external organizations as requested.
Support the development and documentation of standard operating procedures (SOPs).
Participate in special projects, including, but not limited to, customer account clean-up initiatives and process improvement efforts across all TAG brands.
Provide cross-functional support across all TAG Accounts Receivable Shared Services functions, including but not limited to new customer setup, cash application, billing portals, dispute management, and collections support.
Serve as backup support for any other Accounts Receivable Shared Services functions as needed to ensure continuity of operations and service levels.
Maintain flexibility to work in-office as business needs require and provide in-person support to TAG Accounts Receivable Shared Services team members when coverage, workload balancing, or operational needs arise at the Charlotte office.
Perform other related duties as assigned.