Collections Specialist

JOB DESCRIPTION

The Collections Specialist is responsible for the timely and effective collection of customer receivables within a SaaS and services-based revenue model, supporting strong cash flow, accurate AR aging, and customer account resolution in compliance with ASC 606 and internal control standards.

The Collections Specialist is responsible for the timely and effective collection of customer receivables within a SaaS and services-based revenue model, supporting strong cash flow, accurate AR aging, and customer account resolution in compliance with ASC 606 and internal control standards. This role focuses on execution excellence—proactively managing assigned customer accounts, resolving payment issues, and partnering cross‑functionally to ensure disputes are addressed quickly and professionally.

The Collections Specialist plays a critical role in working‑capital optimization while preserving customer relationships and supporting audit‑ready processes.

• Manage assigned portfolio of customer accounts to ensure timely payment of invoices.
• Proactively contact customers regarding past‑due balances via email and phone.
• Track collection activity and follow up on payment commitments.
• Escalate delinquent accounts in accordance with established AR policies.

• Understand contract terms, billing schedules, and payment obligations within a SaaS environment.
• Partner with Billing and AR to ensure collections activity aligns with invoiced amounts and contractual terms.
• Recognize when billing or contract issues—not payment intent—are driving delinquency, and route appropriately.
• Maintain awareness of ASC 606 considerations to ensure collections actions do not conflict with revenue recognition requirements.

• Investigate and coordinate resolution of payment disputes related to pricing, invoicing, or service delivery.
• Partner with Billing, AR Manager, RCS, and Customer Success to resolve customer issues efficiently.
• Communicate professionally and constructively with customers to preserve relationships while enforcing payment terms.

• Partner with AR and Accounting to ensure payments are applied accurately and timely.
• Assist in identifying unapplied cash, short payments, or offsets requiring investigation.
• Provide documentation and context to support reconciliation between AR subledger and general ledger.

• Maintain accurate records of collection activity, correspondence, and dispute resolution.
• Support AR reporting, including aging schedules and collection status updates.
• Ensure collection activities comply with internal controls, documented SOPs, and audit requirements.

• Identify recurring collection issues and recommend process improvements.
• Participate in initiatives to improve collections efficiency through workflow optimization or automation.
• Support AR remediation efforts, including cleanup of legacy balances.

• Associate’s or Bachelor’s degree in Accounting, Finance, Business Administration, or equivalent experience.
• 3+ years of experience in collections, accounts receivable, or customer billing environments.
• Experience in SaaS, subscription, or services-based businesses strongly preferred.
• Strong understanding of collections best practices and customer account management.

• Exposure to ASC 606 concepts or revenue-related accounting environments.
• Experience with ERP or billing systems (Oracle, Zuora, or similar).
• Experience supporting AR remediation or transformation initiatives.

• Results‑Oriented:
  Persistent, organized, and focused on outcomes.
• Professional Communicator:
  Able to navigate sensitive customer conversations diplomatically.
• Detail‑Oriented:
  Accurate documentation and follow‑through.
• Collaborative Partner:
  Works effectively with AR, Billing, RCS, and Accounting.
• Policy-Aware:
  Understands and adheres to internal controls and compliance requirements.

• Reduction in assigned past‑due AR…