Collection Specialist

Description

This is a hands-on, high-impact role with significant responsibility over day-to-day collections operations, financial reporting related to collections, and driving process improvements. The ideal candidate will take full ownership of key collections processes, contribute to exciting ongoing projects, and help ensure compliance with internal policies and standards—all while helping us scale efficiently. This position works closely with cross-functional teams, including Accounting, Legal, and Operations, to ensure accurate reporting and effective collaboration across departments regarding collection activities.

Key Responsibilities:

• Execute the global collection process, including collection policy enforcement, payment tracking, and follow-ups.
• Monitor customer accounts and aging reports to identify overdue balances and proactively engage with customers to resolve outstanding payments.
• Maintain professional and positive relationships with customers while ensuring adherence to payment terms and company credit policies.
• Support the development and execution of collection strategies aimed at optimizing cash flow and meeting key performance indicators (KPIs).
• Collaborate with internal teams such as Sales, Customer Success,  Accounting, and Legal to resolve billing issues and improve the overall collections process.
• Prepare and maintain accurate documentation of collection activities, and assist in generating performance reports and insights for management.
• Assist in identifying and implementing process improvements, including automation opportunities, to increase efficiency in collections operations.

Requirements

Requirements:

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
• 2–4 years of experience in billing and collections, preferably within a global tech or SaaS company.
• Native English (written and spoken).
• Solid understanding of collections processes, billing, revenue recognition, and payment terms.
• Strong communication and negotiation skills, with the ability to handle customer interactions professionally and effectively.
• Analytical skills with the ability to interpret financial data and aging reports to drive actionable outcomes.
• Self-motivated with the ability to work independently and manage multiple priorities.
• Familiarity with collections forecasting, automation tools, and continuous improvement initiatives is a plus.
• Advantageous: Experience with NetSuite, Salesforce, Tesorio, SaaS billing systems, fluency in additional languages (especially Spanish), and working knowledge of subscription-based models.

Some of our benefits

Atera is highly collaborative and yes, fun! To support you at work (and outside of it too) we offer some fantastic perks: Generous time off to relax and recharge, community volunteering days, an annual budget to support your learning & growth, ample time to learn from your teammates, fun events and overnights, and lots more!

More about Atera

Atera is transforming IT management with Action AI™—an Agentic AI technology that proactively and autonomously manages and optimizes IT environments. Atera’s all-in-one platform consolidates RMM, helpdesk, ticketing, and automation, empowering IT teams and MSPs to efficiently manage and protect infrastructure, automate tasks, and boost service quality by reducing downtime and improving SLAs. Trusted by over 12K customers in 120+ countries, Atera offers a scalable solution with per-tech pricing and unlimited devices, enabling organizations to drive growth and maximize organizational efficiency.