Collections Specialist

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

📋 Description

• Oversee intricate collection portfolios, which include escalated accounts, aged balances, disputed receivables, legal-related accounts, and high-priority insurance carrier receivables.

• Collaborate with carriers, attorneys, customers, internal finance teams, operations, and leadership to uncover payment obstacles and facilitate timely resolutions.

• Conduct proactive follow-ups on outstanding invoices, payment statuses, portal submissions, claim documentation, and other collection necessities.

• Analyze account histories, billing information, insurance statements, customer communications, and supporting documentation to determine suitable collection actions.

• Act as an escalation point for complex customer issues and assist in resolving disputes, short payments, unapplied payments, and gaps in documentation.

• Help prioritize collection efforts, track aging trends, and identify accounts that require management attention or escalation.

• Provide support to team members by sharing best practices, addressing process inquiries, reviewing collection strategies, and ensuring consistent execution.

• May function as a team lead and take on supervisory duties over time, which may include coaching, coordinating workloads, following up on performance, and ensuring process compliance.

• Compile collection updates, account notes, aging commentary, and reporting insights to aid management reviews and month-end reporting.

⛳️ Requirements

• A minimum of 2 years of experience in accounts receivable, collections, billing, customer service, or a related financial field.

• Preferably experienced in collecting on professional services invoices within a project-based organization, such as building consulting, engineering, construction consulting, forensic consulting, architecture, environmental consulting, insurance services, or similar professional services sectors.

• Possess strong analytical and problem-solving abilities.

• Capability to investigate payment issues, resolve disputes, and identify underlying causes of non-payment.

• Exceptional organizational, follow-up, documentation, and time-management skills.

• Professional communication skills with customers, external partners, internal stakeholders, and leadership.

• Ability to juggle multiple priorities and deadlines in a dynamic environment.

• Keen attention to detail and a commitment to maintaining accurate records.

• Proficient in Microsoft Office applications, particularly Excel.

• Experience with ERP or accounting systems, such as NetSuite, is preferred.

• Familiarity with reporting tools like Power BI is a plus.

• Ability to support colleagues, share knowledge, and promote accountability within a team setting.

🏝️ Benefits

• Employee-focused culture.

• Strong commitment to work-life balance.

• 100% remote work.

• Flexible vacation.

• Paid family care and sick leave.

• Parental leave.

• Comprehensive benefits.

• 401(k) with company match.