Analyst, AR Collection

Position Responsibilities

Perform daily, weekly, and monthly tasks related to the review and reporting of customer collection activities:

• Complete customer account analysis and reconciliation as needed
• Collaborate with Billing Support and Account Management team to bring customer billing inquiries, dispute, or any billing issues to resolution
• Facilitate improvement to the effectiveness and efficiency of the current dunning process
• Confirm invoices are paid on or before the due date
• Record daily collection activity (phone and email)
• Provide weekly status report detailing key collection issues and establish proactive steps for resolutions
• Responsible for communicating to customers regarding short payments, overpayments, and missing or incorrect payment remittance advice.
• Responsible for charging credit card for the customers on the autopay payment method
• Responsible for sending past due follow-up notices via email based on declined/expired recurring payments and contact via phone, as needed
• Develop and generate standardized customer email templates.

Monitor daily Accounts Receivable activity for non-payments, delayed payments, and other irregularities:

• Determine significance of AR issues, and follow established procedures to achieve positive solutions.
• Investigate and resolve customer invoice and payment inquiries with internal teams for effective resolution
• Send past due notices via email based on delinquency level and contact via phone, as needed
• Provide internal escalation report for unresolved past due accounts to Account Management team for assistance
• Provide value-added service to customers to meet or exceed expectations; develop and maintaining ongoing customer relationships; positive interaction and partnering with other teams
• Fulfill additional duties as required

Requirements

Education

• Bachelor’s degree in Accounting, Finance, or related field preferred

Expertise & Experience

• Advanced skills in Microsoft Office Excel
• Strong customer skills and ability to troubleshoot problems

• 3+ years previous experience in Collections
• Minimum 2 years of any ERP system experience, SAPByDesign is a plus
• Minimum 2 years of Salesforce experience
• Zuora experience is a plus

• Proficient in Outlook

Competencies

• Works independently and demonstrates good judgment
• Ability to follow directions and meet deadlines
• Skilled with numbers
• Ability to work on fast paced environment
• High degree of detail and accuracy
• Multi-tasks, prioritizes, and works efficiently
• Ability to effectively manage special projects as required
• Outstanding interpersonal skills
• Ability to communicate information clearly, both orally and in writing
• Team player who communicates effectively with internal and external clients to exchange information and quickly resolve discrepancies and disputes
• Maintains confidentiality of all customer and company information