HYBRID ROLE
Job Purpose:
Our Collection Services Analyst will be responsible for carrying out accounting clerical duties associated with a specific accounting function.
Job Responsibilities:
• Maintain customer contact (via phone and e-mail) regarding delinquent invoices, credit memos, invalid deductions, on account payments, customer disputes and terms discrepancies.
• Collect relevant information that is needed to affect payment, including obtaining copies of invoices, proofs of delivery, credit memos, details from a DFR and on account payments.
• Monitor a specific portfolio of accounts and initiates action to facilitate on-time payment of invoices and to recover delinquent receivable.
• Establish and maintain positive relationships with customers both internal and external.
• Identify and follow up on customer payment issues regarding terms of sale.
• Research and resolve customer disputes and issues.
• Gain access to and enter invoices for customers so we can obtain payment via a third party invoicing system.
• Execute consistent follow up to insure customer information requests have been satisfied and commitments have been met.
• Document all customer collection contacts (both internal and external), specifically promises to pay, agreements and information requests.
Additional Responsibilities & Qualifications:
• Informs Manager of any issues impacting the corporate DSO and receivable delinquency objectives.
• Insures customer billing address and terms are accurately reflected in the Customer Master File.
• Prepares reports to reflect status of collection activity and key delinquency issues.
• Reconciliation of account balances including following up on unauthorized short payments as well as any over payments. (Unless being worked by Deductions team)
• Identify and reconcile sales tax deductions by either collecting these deductions or securing the required exemption certificate.
• Process credit card payments as required and be sure they are approved.
Work Experience:
• 3-5 years of related job experience.
• Ability to manage multiple projects, work under pressure, and adapt to sudden changes in the work environment.
• Basic experience of simple office/operational systems.
• Excellent verbal, written, people, and diplomacy skills are required.
• Experience of planning, managing and organizing resources within short/medium timescales within the overall policy framework.
• Proficient with Microsoft Office Suite.
• Strong customer service skills (friendly, courteous and helpful).
Education:
• Bachelor's Degree Preferred
What We Offer
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