Manage a designated book of business consisting primarily of East Coast clients.
Proactively monitor AR aging and execute timely follow-up in accordance with established collections cadence and escalation protocols.
Conduct outbound calls and written follow-up (email, statements, demand notices as appropriate) to secure payment commitments.
Document all collection activity accurately in the ERP system.
Identify, track, and resolve billing disputes in partnership with Client Services, Sales, and Billing teams.
Reconcile account discrepancies including unapplied cash, short payments, and credits.
Ensure adherence to contractual payment terms and escalate delinquent accounts in line with policy.
Support the preparation and distribution of account statements and aging reports.
Recommend accounts for escalation, credit hold, or outside collections when appropriate.
Serve as a primary AR contact for assigned clients.
Partner cross-functionally to resolve issues impacting payment timelines.
Maintain a professional and solutions-oriented approach while protecting company interests.
Provide feedback to management regarding recurring billing or contractual issues affecting collections.
Maintain accurate aging commentary and status notes on all material past-due accounts.
Support weekly collections reporting and cash forecast inputs.
Meet or exceed individual performance metrics tied to DSO reduction, aging buckets, and cash targets.
Adhere to internal controls and company AR policies.

Associate’s or Bachelor’s degree in Accounting, Finance, Business, or related field preferred
2+ years of experience in collections, accounts receivable, or credit management preferred
Experience managing a high-volume portfolio of commercial accounts
Professional services, legal services, or project-based billing experience preferred
Working knowledge of AR aging, cash application, and dispute resolution processes
Experience with ERP systems (NetSuite preferred), AR software (High Radius preferred) and Microsoft Excel
Strong verbal and written communication skills
Highly organized with strong follow-up discipline and attention to detail
Comfortable working in a fast-paced, metrics-driven environment.

Collections Specialist

Key skills