Collections and AR Specialist

Requirements

Collections and account management

* Work a daily queue of calls, emails, voicemails and payment reminders, prioritizing by balance, aging, recoverability and promised-payment dates.
* Investigate nonpayment using invoice histories, payment records, account notes and prior communication.
* Find alternate AP contacts, billing departments and decision-makers when the first contact goes quiet.
* Secure specific payment commitments (amounts and dates), follow up on missed promises, and negotiate within approval limits. You won't offer unauthorized discounts, credits, write-offs or terms.
* Handle difficult accounts, multiple disputed invoices and conflicting records, and prepare documentation for third-party collection referrals.
* Keep accurate Salesforce notes on every commitment, contact, deadline and next step.

Incoming calls and customer communication

* Answer Finance and collections calls in English or Spanish, covering balances, invoices, billing questions and payment options.
* Stay polite, patient, and professional, especially in tough conversations.
* Verify recipients and account details before sharing financial information, and follow approved payment-handling procedures.
* Return voicemails and emails on time and document every conversation.

Case ownership and collaboration

* Own disputes, payment issues, suspensions and cancellations from investigation through verified resolution. A closed case or a sent follow-up doesn't count as resolved.
* Work with Sales, Customer Service, Customer Success and Finance to remove payment barriers.
* Escalate when needed with a recommended next step, and keep ownership until the issue is resolved or formally transferred.

Accounts Receivable support

* Prepare, verify and send invoices with accurate customer data and payment terms.
* Apply payments, research unapplied payments and invoice discrepancies, and assist with approved adjustments.
* Set up and maintain payment plans.
* Review daily AR, aging, payment-plan and suspended-account reports, flag exceptions and document follow-up.

What you bring

* Proven commercial (B2B) collections experience, including account investigations, alternate-contact research, payment follow-up and dispute resolution. Experience collecting from US businesses is a strong plus.
* Professional spoken and written English and Spanish, which we'll assess live.
* Hands-on work with invoices, payments, balances, billing disputes and confidential customer financial information.
* Strong active listening, customer service and tactful negotiation skills.
* Resourcefulness and persistence: you look for the root cause and the right next step instead of just completing a list.
* The ability to manage competing deadlines, document accurately and follow instructions without repeated reminders.
* Ownership through to verified resolution, and good judgment about when to escalate.
* Availability during US business hours, a reliable phone and internet connection, and a quiet, professional space for live calls.

Nice to have

* Salesforce, Sage Intacct or Stripe
* Subscription or service-based invoicing
* Payment plans and AR reconciliation
* Third-party collections referrals

Client-specific systems and processes will be trained.

Benefits

* Join Our Dynamic Team: Experience our fun, inclusive, innovative culture that values your unique contributions and supports your professional growth.
* Embrace the Opportunities: Seize daily chances to learn, innovate, and excel. Make a real impact in your field.
* Limitless Career Growth: Unlock a world of possibilities and resources to propel your career forward.
* Fast-Paced Thrills: Thrive in a high-energy, engaging atmosphere. Embrace challenges and reap stimulating rewards.
* Flexibility, Your Way: Embrace the freedom to work from home or any location of your choice. Create your ideal work environment.
* Work-Life Balance at Its Best: Say goodbye to stressful commutes and hello to quality time with loved ones. Achieve a healthy work-life integration to perform at your best.