Woking, England, United Kingdom of Great Britain and Northern Ireland
Full Time
3 hours ago
No Sponsorship
Key skills
SalesforceCRMCollaborationSales
About this role
Role Overview
Managing a portfolio of high-value accounts, building strong customer relationships while ensuring invoices are paid on time
Issuing invoices and statements accurately and in line with agreed billing schedules, and ensuring purchase orders are obtained and maintained
Investigating and resolving invoice disputes in collaboration with internal teams, and processing credit notes where required
Taking responsibility for accurate and timely cash allocation and keeping customer account information up to date across finance, billing, and CRM systems
Carrying out regular on-site customer visits to discuss account performance and resolve queries
Analysing debtor trends, conducting credit reviews and risk assessments, and tracking KPIs including overdue accounts and cash collection performance
Contributing to cash forecasting and supporting month-end and year-end reporting of receivables
Identifying process inefficiencies and supporting digitalisation and automation initiatives within the credit team
Liaising with sales, customer service, and finance teams to align on credit policies and escalate late-payment risks where needed
Requirements
Proven experience in credit control, ideally across complex or high-value accounts
Strong understanding of credit management principles, cash allocation, and collections
Confident communicator — able to manage difficult conversations professionally, both over the phone and in person
High attention to detail and strong organisational skills, with the ability to juggle competing deadlines
Proficient in finance and accounting software, with strong Excel skills
Experience in a high-volume or fast-paced finance environment is a plus
Familiarity with Microsoft D365 and Salesforce would be an advantage, though not essential
A proactive, solution-focused approach with a continuous improvement mindset
Benefits
Flexible working (3 days in our offices and 2 days at home)
33 paid holidays inc bank holidays
Company Pension Scheme matched up to 8%
Healthcare Cash Plan
Life Insurance and group income protection scheme
Cycle to work scheme
Travel/Season ticket loans and a whole host of discounts across 100s of retailers