What You Will Do
As a Payment Solutions Collections Agent, you will manage a critical portfolio of high-value receivables. You’ll serve as the primary collections contact for these accounts, engaging directly with our clients to ensure timely payments, resolve issues, and maintain strong financial relationships.
This role is pivotal in driving Boundless’s financial health by owning key aspects of our cash flow strategy, actively reducing delinquency rates, and delivering a seamless payment experience for our customers. As a core member of the Payment Solutions Team, you will collaborate cross-functionally with our Project Managers, Finance Operations Manager, and Accounting Team to translate strategic priorities into measurable financial outcomes.
With cash flow identified as one of the most mission-critical priorities for the upcoming quarter, your work will directly influence our ability to scale, invest, and operate with resilience. This is a high-visibility opportunity to make a tangible impact on the business every day.
This role supports our Corporate and Exceptional Ability (“EA”) segments of the business.
Key Responsibilities
- Build and maintain professional relationships with external clients’ Accounts Payable or Accounting contacts, as well as directly with EA clients
- Monitor aging reports and proactively follow up on overdue balances via email, calls, and scheduled check-ins
- Collaborate with internal Sales, Customer Success, and Accounting teams to address disputes, credits, or billing errors
- Track payment behavior and recommend credit or billing adjustments as needed
- Prepare client-facing documentation including statements of account, payment reminders, and reconciliation summaries
- Escalate accounts for service restrictions in alignment with finance policy
Document all collection efforts, outcomes, and commitments using internal tools and CRM systems - Handle sensitive cases with discretion, balancing empathy and financial risk management
- Other related duties may be assigned as required by the business.
About You
- Prior experience in collections, finance, or customer-facing roles (e.g., CS or PST engagements) is a strong advantage
- Basic financial knowledge; understands impact on cash flow
- Strong communication and negotiation skills
- Comfortable with CRM/accounting tools
- Organized, detail-oriented, and KPI-driven
- Thinks critically and enjoys problem-solving through data
