Client Relations, Collections Specialist

This is a fully remote position, open to applicants in New York.

📋 Description

• Serve as the main point of contact for client inquiries, ensuring each request is addressed swiftly.

• Engage with premier clients almost daily.

• Enhance client retention by fostering proactive relationships through emails, meetings, phone calls, and networking.

• Assist the Client Relations team with outreach and projects related to clients.

• Oversee administrative functions and client relations activities.

• Handle collection activities, which include follow-up inquiries, negotiating with overdue accounts, and maintaining cash receipts.

• Develop, implement, and uphold a collections manual.

• Generate monthly and quarterly collections reports, including cash and client metrics.

• Manage client projects from inception to completion to ensure high-quality and timely delivery.

• Collaborate with Marketing to create and draft promotional materials.

• Conduct research and help with company events.

• Prioritize and manage multiple responsibilities and ad-hoc projects as assigned by the CEO and other managers.

⛳️ Requirements

• Minimum of 1 year of experience in client service, account management, collections, accounts receivable, or a related field.

• A bachelor's degree is required.

• Exceptional written and verbal communication skills, demonstrating a professional demeanor across phone, email, and video interactions.

• Comfortable negotiating with overdue accounts while maintaining positive relationships.

• Strong attention to detail and organizational skills.

• Capable of managing multiple clients and projects without losing track or becoming overwhelmed.

• Ability to work independently once expectations are set, and collaborate effectively when necessary.

• Strong research, follow-through, and problem-solving abilities.

• Proficient in AI tools, Microsoft Outlook, Excel, and Word, with familiarity in common online collaboration tools.

• Prior experience in professional services, legal, finance, consulting, or a similarly fast-paced environment is advantageous.

• Must reside in the United States within one hour of the Eastern Time Zone.

• Must be permanently authorized to work in the U.S. as a citizen or lawful permanent resident.

• Must maintain a professional, distraction-free workspace and be consistently online, punctual, and accessible during business hours.

🏝️ Benefits

• Salary increases linked to performance and the speed at which you master the role.

• Health insurance coverage.

• Dental insurance coverage.

• Vision insurance coverage.

• 401(k) plan with company matching.

• Paid time off.

• Training on UtiliSave's systems, workflows, and processes.

• Genuine growth potential for individuals who demonstrate reliability, initiative, and strong execution.