Execute outbound collections efforts to resolve past-due balances in a professional and timely manner.
Respond to inbound payment inquiries and customer account issues using systems such as NetSuite, Salesforce, Slack, and related tools.
Apply and reconcile payments across multiple platforms (Stripe, ACH, wires, Plastiq, Net Terms), resolving short payments, unapplied balances, failed transactions, and discrepancies.
Investigate and resolve chargebacks, disputes, and payment processing issues.
Manage order cancellations, refunds, and bid blocking/unblocking in accordance with company policy.
Maintain accurate AR aging and detailed documentation of collection activity and account adjustments.
Monitor customer payment behavior and AR aging to identify delinquent or high-risk accounts.
Conduct credit reviews for new and existing customers using tools such as Dun & Bradstreet and internal financial data.
Recommend credit holds, payment restrictions, or term adjustments in accordance with company guidelines.
Support credit approval workflows and documentation requirements.
Maintain compliance with financial controls and audit standards.
Analyze aging reports, payment activity, and dispute trends to identify patterns, root causes, and opportunities to improve collections performance.
Support resolution of complex, high-value, or sensitive accounts in partnership with leadership and cross-functional teams.
Assist with large-balance or high-risk customer cases by providing account analysis, documentation, and payment history insights.
Track delinquency trends, recovery performance, and financial risk exposure to support team reporting.
Contribute to collections performance reporting and maintain audit-ready documentation for account adjustments and credit-related decisions.
Identify recurring payment issues and share insights to support process improvements and risk mitigation efforts.
Prioritize workload effectively using Salesforce and other internal systems.
Partner cross-functionally with Sales, Customer Success, and Finance to resolve payment issues and improve customer experience.

Requirements

5+ years of experience in Credit & Collections, Accounts Receivable, or related financial operations.
High school diploma, GED, or equivalent required.
Experience managing collections and payment recovery across multiple payment platforms (Stripe, ACH, wires, Net Terms, or similar).
Experience applying and reconciling customer payments and resolving account discrepancies.
Experience conducting credit reviews and assessing customer payment risk.
Experience working with ERP and CRM systems (NetSuite, Salesforce, or similar).
Proficiency in Microsoft Excel and Google Sheets, including pivot tables and formulas.
Strong analytical, organizational, and problem-solving skills.
Excellent written, verbal, and interpersonal communication skills.
Ability to manage multiple priorities independently while collaborating across teams.

Benefits

Competitive compensation packages, including bonus and options
Medical, Dental, and Vision benefits
Paid Time Off, telecommuting, and matching 401(K)
Support for continuing education
Team offsites, social events, and extracurricular activities are a staple
Snacks, drinks, and the occasional box of donuts

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

collections managementpayment reconciliationcredit reviewsdispute resolutionfinancial analysispayment processingrisk assessmentdata analysisaccount adjustmentsfinancial reporting

Soft Skills

analytical skillsorganizational skillsproblem-solving skillscommunication skillsinterpersonal skillstime managementcollaborationindependenceprioritizationcustomer service

Certifications

high school diplomaGED