Job Openings XTN-3D00407 | SENIOR COLLECTIONS ANALYST

About the job XTN-3D00407 | SENIOR COLLECTIONS ANALYST

The Senior Collections Analyst plays a critical role in managing and optimizing the accounts receivable process by overseeing a portfolio of customer accounts, ensuring timely payment, and resolving billing disputes. This position requires a high level of independence and expertise to handle complex collection activities, negotiate payment plans, support legal actions when necessary, and maintain accurate financial records.

  • Health Insurance/HMO 
  • Enjoy unlimited MadMax Coffee
  • Diverse learning & growth opportunities
  • Accessible Cloud HR platform (Sprout)
  • Above standard leaves
  • Monitor portfolio of accounts and follow collections processes with little oversight.
  • Send reminders and collections notices on past due invoices
  • Support renewal collections
  • Deactivations for past due accounts and/or work stoppage on past due Implementations
  • Drive resolution of disputes, including tax, POs, billing, and other issues, while monitoring trends of disputes.
  • AR refund requests
  • Provide guidance for forecasting of payments in the quarter
  • Draft legal demand letters, when appropriate
  • Negotiate payment plans within guidelines, and escalate when necessary
  • Maintain customer records, including contacts, payment trends, and payment runs
  • Calculate and monitor customer collection metrics for the portfolio
  • Reconcile customer accounts
  • Escalate bankruptcy filings to the lead and manager
  • Negotiate payment plans in compliance with internal policies
  • Lead discussions with customers and partners on a regular cadence, including escalation calls as required.
  • Coach more junior team members, when appropriate
  • Build and maintain relationships with internal parties
  • Internal projects, as required 
  • 5+ years of experience in Collections, with a majority in the Technology Industry
  • Experience in the tech and SaaS experience (highly preferred)
  • Strong analytical skills; problem solver, high level of curiosity, ability to dive deep, find solutions, and deliver results
  • Solid experience with key financial tools and ERP systems (NetSuite preferred) as well as Microsoft Office skills, including Excel and PowerPoint
  • Bachelor's Degree or equivalent work experience