Credit & Collections Specialist

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Job Category

Finance

Job Details

About Salesforce

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• Collection Analysts are directly responsible for working with our end-user customers to receive payments for products and services. The position’s contribution is that by ensuring that the accounts receivable portfolio turns into cash, the company’s cash flow performance continues to grow each quarter. The investment community values our company at a high valuation multiple as a direct result of our excellent free cash flow performance. Consistent cash flow performance funds not only operating expenses but also investments in research and development to enable us to continue to grow.
  
  

As the Accounts Receivable portfolio for the company continues to grow in dollar amount as well as the number of invoices, we continue to need additional resources to manage it. This position will be assigned an individual Accounts Receivable portfolio of between $20 and $40 million in which they will be accountable for its performance.

Responsibilities

Works with customers in assigned customer portfolio to receive payments. Resolves customer A/R differences to the satisfaction of both SFDC and our customers. Uses good business judgment in working with/through other Salesforce employees including Sales to achieve results.

Initiates contacts on assigned account base. Exercises good business judgment and due diligence in evaluating ability/intent to pay within the overall account relationship.

Facilitate customer payments by providing necessary documentation to customer

Resolves customer account differences working with other employees including Sales.

Uses good judgment in balancing the ability to resolve issues with the need to escalate them to the appropriate person

Participates it process improvement projects as assigned

Provides reports on assigned portfolio as requested to A/R Operations management

Ensures compliance with all company policies

Provides training as requested.

Skills

Collections experience in a high growth environment

Good customer relationship skills to manage a variety of customer iterations

Demonstrated initiative

Ability to work independently

Demonstrated participation in process improvement initiatives and/or project management experience

Excellent communication (written and verbal) skills

Ability to excel in a fast growing/fast paced environment delivering accuracy while managing to deadlines

Thrives in a team environment

Able to use Microsoft suite of tools effectively.

Accommodations

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