Collections Senior Associate

Role overview

Collections and account management

• Prioritize assigned accounts by aging, value, risk, and length of delinquency; contact customers to understand issues and secure payment commitments.
• Analyze aging, invoices, credits, payment history, disputes, and collection notes; maintain accurate account and follow-up records.
• Monitor promises to pay and payment plans, follow up on missed commitments, and escalate exceptions.
• Investigate billing, contract, tax, credit, cash application, and service issues with internal teams.
• Resolve disputes, deductions, credits, unapplied cash, duplicate payments, refunds, and other account hygiene items.
• Prepare reconciliations, statement reviews, balance confirmations, and payment documentation; escalate delinquent accounts as appropriate.
• Support month-end activities, reporting, audit requests, controls, portfolio reviews, and team documentation and knowledge sharing.

Required qualifications

• 3–5 years in B2B collections, accounts receivable, or a related O2C role, with independent customer portfolio management.
• Strong understanding of O2C, including billing, collections, cash application, disputes, credits/refunds, reconciliation, and month-end work.
• Strong collection judgment, communication, analytical and problem-solving skills, and attention to detail.
• Able to manage priorities and daily deadlines independently in a global or remotely managed environment.
• Proficiency in Microsoft Excel, Outlook, and other Microsoft Office applications.

Preferred qualifications

• ERP or O2C platform experience such as Workday, Salesforce, or HighRadius is preferred.
• A related bachelor’s degree is preferred; equivalent relevant experience may be considered.
• Global portfolio, dunning, payment plans, collections metrics, process improvement, reporting, training, and finance transformation experience is beneficial.

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