Offer summary

Qualifications:

Bachelor's degree in Accounting, Finance, or related field., 2–4 years of relevant experience in collections or accounts receivable, preferably in a software or services company., High level of English proficiency for client communication., Strong communication, negotiation skills, and proficiency in Microsoft Excel..

Key responsibilities:

Monitor and follow up on overdue client invoices through various communication channels.

Maintain accurate records of collection activities and interactions.

Collaborate with Client Success and Sales teams to resolve billing disputes.

Generate and distribute regular aging reports and collection status updates.

Job description

Overview:

We are looking for a detail-oriented and proactive Collection Specialist to join our Finance team. This role will focus on managing and resolving outstanding accounts, ensuring timely collection of payments, and supporting positive client relationships. The ideal candidate brings strong communication skills, a problem-solving mindset, and experience in accounts receivable—preferably within a SaaS or services-based environment.

Key Responsibilities:

Monitor and follow up on overdue client invoices via email, phone, and other communication channels.
Maintain up-to-date and accurate records of collection activities and interactions.
Collaborate with Client Success and Sales teams to resolve billing disputes.
Propose structured payment plans for delinquent accounts where appropriate.
Escalate problematic accounts in line with internal policies.
Generate and distribute regular aging reports and collection status updates.
This role includes monthly collection targets aligned with our invoicing and cash flow goals.
Targets are reviewed quarterly and adjusted based on client portfolio and evolving business needs.

Qualifications:

Bachelor's degree in Accounting, Finance, or related field.
2–4 years of relevant experience in collections or accounts receivable, preferably within a software or services company.
High level of English proficiency, both written and spoken, for direct communication with clients via email and phone.
Strong communication and negotiation skills.
Proficiency in Microsoft Excel; knowledge of ERP systems (e.g., NetSuite) is a plus.
Organized, self-motivated, and able to manage competing priorities.

Preferred Qualifications: