Our client is seeking a customer-focused Collections Specialist to join their team. This role is responsible for managing a portfolio of business-to-business (B2B) accounts, ensuring timely collection of outstanding receivables while maintaining positive customer relationships. The successful candidate will work closely with customers to resolve payment issues, investigate disputes, reconcile accounts, and navigate customer payment portals.
Key Responsibilities
- Manage an assigned portfolio of B2B customer accounts and proactively follow up on outstanding invoices.
- Contact customers by phone and email to secure payment commitments and resolve delinquent balances.
- Investigate and resolve billing discrepancies, deductions, short payments, and account disputes.
- Reconcile customer accounts and ensure account balances are accurate and up to date.
- Maintain and update customer records, collection notes, and payment commitments.
- Work with internal departments, including Sales, Customer Service, and Accounting, to resolve customer concerns and facilitate payment.
- Utilize customer portals to submit invoices, review payment status, and resolve issues impacting collections.
- Monitor aging reports and prioritize collection efforts accordingly.
- Build strong relationships with customers while maintaining a professional and service-oriented approach.
- Escalate high-risk accounts where appropriate and provide recommendations for next steps.
Qualifications
- Minimum 2+ years of collections or accounts receivable experience in a B2B environment.
- Experience managing a portfolio of customer accounts.
- Strong understanding of account reconciliations and dispute resolution.
- Experience working with customer portals and online payment platforms.
- Excellent verbal and written communication skills.
- Strong customer service orientation with the ability to build rapport and maintain positive relationships.
- Strong attention to detail and organizational skills.
- Ability to manage multiple priorities and work effectively in a fast-paced environment.
- Proficiency with Microsoft Excel and ERP/accounting systems.
What We're Looking For
- A confident and professional communicator.
- A relationship-builder who can balance customer service with effective collections.
- A proactive problem-solver who takes ownership of their portfolio and follows issues through to resolution.
- Someone who thrives in a collaborative, team-oriented environment.
