Manage assigned portfolio of customer accounts and monitor aging reports.
Conduct collection outreach via phone, email, and customer portals.
Investigate and resolve invoice, payment, and account discrepancies.
Partner with internal teams to resolve disputes and remove barriers to payment.
Maintain accurate account notes and collection activity records.
Prepare and distribute statements, invoices, and collection correspondence.
Analyze aging trends and recommend actions to reduce past-due balances.
Support month-end close activities and reporting requirements.
Escalate high-risk accounts and recommend appropriate collection strategies.
Deliver a professional customer experience while balancing collection objectives.
Identify opportunities to improve billing and collection processes.

Strong communication, negotiation, and customer service skills.
Experience with ERP/accounting systems preferred (NetSuite, SAP, Oracle, Microsoft Dynamics, or similar).
Intermediate Excel skills and experience with reporting and analysis.
Strong attention to detail, organization, and follow-through.
Equivalent combination of education and relevant experience will be considered.

Collections Specialist

Key skills