- Collect on all aged outstanding accounts via telephone and written correspondence
- Accountable for reducing delinquency for assigned accounts
- Maintain an updated status report for all overdue accounts
- Must communicate & follow up effectively with Sales regarding customer accounts on a timely basis
- Enlist the efforts of sales and senior management when necessary to accelerate the collection process
- Alert leadership of potential risks and exposures
- Application of payments received
- Perform other assigned tasks and duties necessary to support the Accounts Receivable Department
- Respond to all customer inquiries concerning billing and record information in a timely manner
- Ability to work in a fast-paced team environment with a commitment to reach goals and meet deadlines
- Weekly and monthly reporting to direct manager
- Reconcile customer disputes as they pertain to payment of outstanding balances that are due
- Provide excellent & considerate customer service to both external and internal teams
- Meet defined department goals, KPIs, and activity metrics
- Strong GL/Reconciliation Background, and ability to reconcile any and all AR GL accounts
- Be able to review and identify payments and reach out directly to customers for remittance advice
- Work with the General Accounting team to identify and address any non-AR related cash entries
- Perform at minimum 1 bank reconciliation per day
- Provide customer service regarding collection issues, resolve customer discrepancies and short payments
- Monitor collection status of larger balances and provide weekly updates to direct manager
- Bachelor's degree in a Finance/Accounting/STEM related field or equivalent work experience
- 3-5 years of High Volume B2B Collections experience
- Knowledge of Billing and Collections procedures and best practices
- Experience with NetSuite and Salesforce
- Excellent English proficiency with proven written and verbal communication skills with customers and internal stakeholders
- A high degree of diplomacy and urgency
- Commitment to delivering excellent customer service
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Unsure if you meet all the qualifications of this job description but are deeply excited about the role? We hire based on ambition, grit, and a passion for improving the way people work. If you think ClickUp is the company for you, we encourage you to apply!
At ClickUp, we assess every candidate based on the potential impact they can have. We hire the best people for the job and support each person’s journey to build their boldest career. ClickUp is an Equal Opportunity Employer, and qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.ClickUp collects and processes personal data in accordance with applicable data protection laws.
- If you are a European Job Applicant, see our privacy policy for further details.
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Please note we are unable to sponsor or take over sponsorship of an employment visa for roles outside of engineering and product at this time. Sponsorship for engineering and product roles is not guaranteed, but is instead based on the business needs for that specific role at that time. Please reach out to the recruiter with any questions.
ClickUp Talent Acquisition will only initiate contact via an @clickup.com email or through our official careers portal on clickup.com. We will never request fees, payments, or sensitive personal information. Please disregard any offers received outside these channels and report them to [email protected].
