PDI Technologies

Collections Specialist

PDI Technologies

full-time

Posted on:

Location Type: Hybrid

Location: Alpharetta • 🇺🇸 United States

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Job Level

Junior

About the role

  • Collect outstanding payments
  • Resolve billing discrepancies
  • Maintain positive relationships with internal teams and external customers
  • Initiate collection calls and follow-ups on all assigned past-due accounts
  • Review and analyze aging reports to prioritize collection efforts effectively
  • Collaborate closely with Customer Success Managers to address collections for key accounts
  • Research and resolve customer disputes in a timely manner
  • Investigate outstanding invoice balances and reconcile payment records
  • Escalate complex collection issues as appropriate
  • Maintain accurate documentation of collection activities in NetSuite
  • Recommend process improvements to enhance collections workflow

Requirements

  • Associate or bachelor’s degree in accounting, Finance, related field, or equivalent experience preferred
  • 1-2 years of collections, accounts receivable, or related finance experience preferred
  • 1 year of NetSuite experience preferred
  • Proficient in Microsoft Excel (v-lookups, pivot tables, data tracking)
  • Strong attention to detail, organizational skills, and ability to manage multiple priorities
  • Excellent verbal and written communication skills for customer and internal team interactions
  • Strong analytical and problem-solving abilities
Benefits
  • Competitive salary
  • Market-competitive benefits
  • Quarterly perks program
  • Work-life balance with ample time off
  • Hybrid working arrangements
  • Continuous learning access
  • Professional certifications
  • Leadership development opportunities

Applicant Tracking System Keywords

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

Hard skills
collectionsaccounts receivablebilling discrepanciesdata trackingv-lookupspivot tablesanalytical skillsproblem-solving
Soft skills
attention to detailorganizational skillscommunication skillsrelationship managementcollaborationdispute resolution
Certifications
associate degreebachelor's degree