Collections Specialist

We are looking for a Collection Specialist who is a natural collaborator. Someone who builds trust with customers' AP teams, works easily across the company's Finance, Sales, and Customer Success teams, and takes genuine satisfaction in moving aging balances to resolution. The Collection Specialist is responsible for managing outstanding receivables from business customers and ensuring timely payment of invoices. This role requires strong communication, organization, and analytical skills to effectively work with accounts payable departments, business owners, and internal teams.

You will monitor aging reports, follow up on delinquent accounts, resolve discrepancies, and support accurate and compliant AR operations. This position plays a key role in maintaining the financial health of the organization through effective business to business collections and professional client engagement. Key Responsibilities: - Collections Execution - Conduct outreach to business customers regarding past-due invoices via phone, email, and written communication - Review account histories, contracts, purchase orders, and billing documentation to determine appropriate collection strategies - Negotiate payment commitments, structured payment plans, and resolution of outstanding balances within company guidelines - Investigate and address issues such as short pays, disputed invoices, unapplied payments, and payment delays - Maintain detailed and accurate documentation of all customer interactions and collection activities - Accounts Receivable Operations - Monitor aging reports and prioritize follow-up to ensure timely resolution of outstanding balances - Collaborate with Billing, Customer Support, Sales, and Finance to resolve account discrepancies or customer concerns - Monitor and maintain the integrity of customer account data across the company's ERP (NetSuite), CRM (Salesforce), and customer-managed billing portals - Independently check portals including Ariba, Coupa, and other supplier management platforms for invoice status, payment confirmations, dispute notifications, and required document submissions - Customer & Internal Communication - Communicate professionally with accounts payable teams and key customer contacts - Provide account information, payment histories, and invoice documentation as needed to facilitate payment - Escalate high-risk or unresponsive accounts appropriately to management - Maintain positive customer relationships while upholding company policies - Systems & Process Support - Utilize NetSuite for day-to-day AR operations - Use Salesforce to review customer information, activity history, and account notes - Use Stripe to monitor subscription payment status, resolve failed payments, and coordinate lock/unlock actions on past-due subscription accounts - Work within Microsoft Excel to analyze data, manage aging schedules, format reports, and reconcile account details - Support process improvements, SOP development, and workflow efficiencies to enhance AR and collections operations Requirements Required Qualifications: - 4+ years of B2B collections, accounts receivable, or customer account management experience; 6+ years preferred.