Workstreet

Collections

• Follow up with customers regarding late payments.
• Navigate a customer’s current standing through its sales, service, and delivery teams internally, to ensure we have the right contact and contact information
• Work directly with the external Accounting team, learning how Accounting systems work and ensuring that internal systems are in line with external processes.
• Complete deal / Company record completeness in HubSpot, ensuring all required fields are accurately populated and up to date.
• Maintain data integrity across HubSpot, Streetsmart, Airtable, and other internal systems
• Provide updates on customer observations, opportunity progression, and contract status
• Process invoicing and submit accounting forms or billing adjustments
• Review and confirm customer details, applicable frameworks, and company information
• General data management projects – retroactive reviews, backfilling information, and updating lists of current customer statuses

Customer Collections, CRM Analyst