Collections Specialist
InfoTrack US
full-time
Posted on:
Location Type: Remote
Location: Remote • California • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
Tech Stack
ERP
About the role
- Proactively contact clients daily via phone, email, and written correspondence to secure payments and resolve outstanding balances.
- Apply creative problem-solving to address and resolve client slow-pay issues.
- Analyze accounts receivable aging reports to identify at-risk accounts and develop a structured follow-up and collection timeline.
- Partner with the Accounts Receivable team and clients to resolve short or over payments and clear unapplied cash.
- Navigate and manage workload across multiple systems and tools efficiently.
- Conduct timely follow-up on collection efforts to ensure payments are received as promised, escalating issues as needed.
- Analyze and communicate potential credit risks identified during the collections process to management.
- Recommend accounts for escalation, credit hold, or external collection placement when appropriate.
- Assist with processing approved bad-debt write-offs and maintaining supporting documentation.
- Generate and analyze reports to identify, track, and mitigate risks related to client accounts receivable and collections activity.
- Collaborate with internal teams to resolve billing discrepancies and ensure accuracy across accounts.
- Partner with cross-functional teams to identify process improvements and support best practices within the collections function.
- Maintain detailed, accurate records of collection activities within CRM and billing systems (e.g., Salesforce, NetSuite, Maxio).
- Support continuous improvement initiatives in credit and collections processes.
- Ensure all collection activities comply with company policies and applicable federal and state debt collection regulations
Requirements
- Minimum of 3 years of experience in collections required; business-to-business (B2B) environment preferred.
- In-house collections experience preferred.
- Strong verbal and written communication skills, with the ability to interact effectively with clients, colleagues, and stakeholders at all levels of the organization.
- Strong customer service orientation with a professional and empathetic communication style.
- Exceptional communication and interpersonal skills, with the ability to handle challenging client interactions effectively.
- Strong organizational skills with the ability to prioritize tasks, manage multiple deadlines, and perform well in a fast-paced environment.
- Proficiency in Microsoft Office Suite (Excel, Outlook, Word), with advanced Excel skills preferred.
- Experience with ERP or accounting systems such as NetSuite and Maxio (Chargify) is a plus.
- Salesforce experience preferred.
Benefits
- 401(k) Match
- Medical, Dental, & Vision Insurance- 85% of employee premiums are covered by InfoTrack, and 70% for your family premiums
- Employer-funded Short/Long-Term Disability, Life, and Accidental Death & Dismemberment (AD&D) Insurance
- 20 Days of Paid Time Off (PTO)
- 11 Paid Holidays
- “Be Me Time” off for mental health, re-charging, volunteering
- Matching Gift Program
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
collectionsaccounts receivablecredit risk analysisreport generationproblem-solvingbad-debt write-offsbilling discrepanciesprocess improvementsdata analysistask prioritization
Soft skills
communication skillscustomer service orientationinterpersonal skillsorganizational skillsempathyprofessionalismconflict resolutioncollaborationtime managementadaptability