Collections Specialist

Summary: The Collections Specialist is responsible for managing accounts receivable, ensuring the timely collection of outstanding balances, and maintaining positive client relationships. This role partners closely with Billing, Finance Operations (FinOps), Accounting, Client Support, and Treasury to resolve payment issues, investigate discrepancies, and reduce recurring collection risks.

The ideal candidate is detail-oriented, customer-focused, and comfortable navigating payment discussions in a fast-paced fintech environment.

Key Responsibilities

• Monitor and manage assigned accounts receivable balances and aging reports
• Proactively contact clients via email and phone regarding overdue invoices
• Process and post customer payments accurately and timely
• Create, manage, and monitor payment plans, ensuring adherence to agreedupon terms
• Investigate and resolve billing discrepancies, short payments, and disputes
• Investigate and reconcile negative balances, including overpayments or duplicate payments
• Reconcile temporary credits and ensure proper application or reversal as appropriate
• Collaborate with Billing, FinOps, Accounting, Treasury and Client Support to correct invoice issues and prevent recurrence
• Maintain accurate documentation of all collection, payment, and reconciliation activities
• Prepare reporting on collection status, aging trends, and risk items
• Support endofmonth close activities related to accounts receivable
• Ensure compliance with company policies and applicable regulations

Qualifications

• 2+ years' experience in collections, accounts receivable, or customer service.
• High school diploma or equivalent required; associate or bachelor's degree preferred.
• Strong communication and negotiation skills.
• Proficiency in Microsoft Office Suite, Excel, and accounting software.
• Ability to work independently and manage multiple priorities.
• Strong attention to detail and organizational skills.

Preferred Skills

• Knowledge of debt collection laws and regulations.
• Experience with CRM or ERP systems, ideally High Radius and Great Plains
• Ability to maintain professionalism in challenging situations.

The base salary range for this position is budgeted for $57,420-$60,000 with eligibility for an annual bonus. The actual base salary offered depends on a variety of factors, including but not limited to the qualifications of the individual applicant for the position, years of relevant experience, specific and unique skills, level of education attained, certifications or other professional licenses held, business needs, and market demand. Our competitive benefits include medical, dental, vision, wellness, 401(k) matching, unlimited PTO, work from anywhere, generous parental leave, and more! Our job titles may span more than one career level. All candidates are encouraged to apply.