About this role
Role Overview
- Manage an assigned portfolio of routine AR accounts, performing timely outreach on past-due balances
- Document all client interactions, follow-up actions, and commitments in the collections system
- Generate and send client statements, reminder notices, and follow-up emails using approved templates
- Review customer payments for basic discrepancies and coordinate with Billing/Finance to correct errors
- Support account research including payment history reviews, invoice copies, portal status checks, and statement reconciliations
- Monitor aging reports and follow prescribed cadence-based workflow activities
- Escalate unresolved issues, disputes, and complex discrepancies to the Senior Collections Coordinator or Collections Manager
- Assist in preparing weekly portfolio updates for team meetings
- Submit invoices or documentation through client portals and maintain required artifacts
- Coordinate with Engagement Teams to obtain missing information, PO numbers, billing clarifications, or approvals
- Maintain organized, audit-ready documentation in line with internal controls and retention guidelines
- Identify minor process inefficiencies and recommend practical improvements
- Perform other duties as assigned
Requirements
- High School Diploma
- At least 1 year of collections and/or accounts receivable experience in a professional services or multi-entity environment
Benefits
- Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing
- Comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care
- Disability and life insurance
- Generous Paid Time Off
- Retirement plans
- Paid Care Leave