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Analyst, AR Collection

Analyst, AR Collection– San Mateo, CA

The AR Collections Analyst is a key member of our Finance Team and is responsible for customer collections.  You will maintain processes associated with customer contacts, monitoring accounts receivable activity and following up with clients on past due invoices to ensure timely collection in accordance with agreed upon payment terms.

 

REPORTS TO: Senior Manager, AR/Credit and Collections

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
To apply please Email recruiter@intelepeer.com