Collections Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Engage in all processes related to accounts receivable collections.

• Foster and maintain productive relationships with both customers and the sales department.

• Communicate via email and phone to address issues concerning invoice discrepancies, billing mistakes, and collections.

• Prepare for collection challenges, make daily calls to overdue accounts, and document outcomes weekly in a spreadsheet.

• Respond to customer inquiries and provide the necessary information.

• Assist with billing, month-end responsibilities, annual audit requests, and support for the sales team as required.

• Conduct research using D365 and Salesforce, reviewing and analyzing invoices.

• Distribute invoices and statements via email, followed by timely phone follow-ups.

• Manage around 90 customers each week, ensuring prompt follow-up.

• Reach out to each customer within one day of sending communications to verify receipt and resolve any issues.

• Address non-responses, incorrect contacts, internal delays, and pending team actions.

• Investigate and comprehend the reasons behind payment delays or issues.

• Report on customer account status and outstanding concerns to management.

⛳️ Requirements

• At least 2 years of experience in B2B collections or accounts receivable, with a strong grasp of billing and collection processes.

• Must live in the Pacific or Mountain Time Zone.

• Availability to work Monday through Friday, 8:00 AM–5:00 PM in the respective time zone (PST/PDT or MST/MDT).

• Competence in reviewing and analyzing financial data to pinpoint discrepancies and collection opportunities.

• Proven experience managing a large portfolio of accounts, consistently reducing aged receivables.

• Ability to identify, tackle, and swiftly resolve billing, payment, and customer query issues.

• Proficiency in Excel, including the use of spreadsheets for tracking and documenting collection activities.

• Exceptional attention to detail in managing multiple customer accounts and ensuring accurate financial reporting.

• Flexibility to adapt focus based on shifting priorities or urgent collection matters.

• Preferred: Familiarity with audit requirements and experience in supporting accounts receivable audit requests.

• Preferred: Experience with remote communication and collaboration tools like Microsoft Teams.

• Preferred: Experience in managing challenging conversations and negotiating payment terms.

• Preferred: CBA or CCCP certification.

• Preferred: Experience with ERP systems in addition to D365.

• Preferred: Familiarity with Microsoft Dynamics 365 (D365) and Salesforce for collections and invoicing.

🏝️ Benefits

• Opportunity for quarterly profit sharing after one year of employment.

• Access to an on-site CrossFit-style gym.

• Full-time personal trainer available.

• Participation in group fitness classes.

• Options for virtual personal training.

• Customized workout plans.

• Nutrition coaching services.

• PTR merchandise.

• Uniform and boot allowance.

• On-site micro-markets stocked with snacks and essentials.

• Discounts on phone plans, supplier vehicles, mobile detailing, tools, and equipment.

• Additional discounts from partners and vendors.

• Commission, bonus, or profit-sharing opportunities based on performance, depending on the role.

• Comprehensive healthcare coverage: medical, dental, vision, mental health, and virtual healthcare.

• 401(k) matching available.

• Support for long-term financial planning.

• Paid time off policy.

• Coverage for life, accidental death, and disability.

• Continuous learning and development opportunities.

• PTR Field Days and team events.

• The Extra Mile Recognition Program.

• PTR Text Alerts and open communication channels.