Collections Specialist

What We Do

We’re a marketing software company that serves small business owners, primarily financial advisors, and insurance agents. About 40,000 small businesses use our tools to build websites and send out our content.

Generally, these businesses don’t have marketing departments but are growth minded enough to know they need to market themselves.

We help them do just that. We work together to create beautiful website designs, automated marketing tools, and award-winning educational content for them. The end goal is to help them build better relationships with their clients with less hands-on effort.

About Our Culture

The client's business started over a decade ago and now has 300+ (and growing!) employees spread out across the globe. We embrace a fast-paced, results-oriented culture, and focus on a healthy work/life balance. We value collaboration and open, thoughtful communication. We believe work should be both engaging and challenging, mixed with a good sense of humor.

Our goal is to invest in motivated, successful individuals and watch them succeed both inside and outside of work. We’re building a winning team of A+ players and we hope you’ll be next to join us.

Our Commitment to Diversity, Equity, and Inclusion. We believe in the wholehearted acceptance of each other regardless of our differences. We strive to foster an environment that allows everyone to contribute to our mission in their unique ways. With the belief that diversity propels innovation, we are continually finding ways to cultivate a commitment to diversity and inclusion in our employees, services, and products, as well as in the communities in which we live and work.

About the Role

The Collections Specialist plays a crucial role in ensuring the timely collection of outstanding receivables from customers. This position requires strong communication skills, attention to detail, and a proactive approach to resolving payment issues. The specialist will work closely with internal departments and external customers to facilitate the collection process while maintaining positive relationships

Primary Responsibilities & Expectations

• Dunning Process Management:
  • Manage the dunning process for overdue accounts.
  • Send out reminder notices, statements, and other communications to customers with outstanding balances.
  • Monitor and track responses to dunning communications.
  • Maintain and file Accounts Receivable Collections/Dunning Information
  • Contribute to team effort by accomplishing various other duties as needed
• Collections Management:
  • Contact customers via phone and email to follow up on overdue
    payments.
  • Negotiate payment plans and terms with customers to facilitate
    payment resolution.
  • Record all collection activities and maintain accurate documentation of customer interactions.
• Dispute Resolution:
  • Investigate and resolve billing discrepancies or disputes in a timely manner.
  • Collaborate with the sales and customer service teams to address customer concerns and disputes effectively.
• Customer Relationship Management:
  • Build and maintain positive relationships with customers to encourage timely payments.
  • Provide exceptional customer service and support to address inquiries related to billing and payment

Skills and Qualifications

• Proven experience in accounts receivable, collections, or a related financial role.
• Experience with SaaS company, preferred
• Experience with Hubspot and Chargebee, preferred or equivalent CRM/Revenue systems
• Must have at least 2-3 year of Excel experience
• Must have at least 3-5 year of customer service experience
• Strong understanding of accounting principles and practices.
• Ability to multitask, prioritize workload, and meet deadlines.
• Detail-oriented with a high level of accuracy in data entry and record keeping.
• Problem-solving skills and ability to work independently as well as part of a team.
• Must have pleasant phone voice, strong computer skills, familiar with electronic record keeping and clean background
• Willingness to adapt to changing priorities and business needs.
• Strong ethical standards and commitment to maintaining customer
  confidentiality.