Collections Specialist I

The Collections Specialist I is responsible for managing an assigned accounts receivable portfolio within the Order-to-Cash (O2C) process to support the timely collection of outstanding customer payments. This position performs collection activities, researches and resolves billing and payment discrepancies, reconciles customer accounts, maintains accurate account records, and collaborates with internal stakeholders to resolve issues affecting payment. The Collections Specialist I applies established credit and collections policies and procedures, supports cash flow and working capital objectives, maintains documentation of collection activities, provides support for internal and external audits, and escalates complex or high-risk issues to management in accordance with established procedures.
 
Essential Functions

Manage an assigned portfolio of accounts by following up on outstanding balances via phone and email to support timely collections and healthy cash flow while maintaining strong client relationships.

Investigate and resolve billing discrepancies, deductions, and short payments efficiently by following established procedures to ensure accurate cash application.

Partner closely with the Cash Applications team to research and resolve unapplied cash, unidentified remittances, and payment allocation issues.

Work cross-functionally with Sales, Billing, and other Order-to-Cash (O2C) teams to resolve pricing disputes, billing errors, or order issues that delay payment.

Negotiate payment arrangements for delinquent accounts within established company credit and collections policies, escalating exceptions or non-standard arrangements to management.

Identify and escalate high-risk credit issues and past-due accounts to management or third-party collections agencies in accordance with established procedures ..

Perform timely, comprehensive customer account reconciliations and research account variances. 

Manage sensitive customer and financial information in a strictly confidential manner.

Provide documentation and support for internal and external financial audits.

 
Job Requirements
 
Education

Associate's degree in Accounting, Finance, or a related field preferred

Experience

2-3 years of experience in accounts receivable, B2B collections, cash applications, and/or the Order-to-Cash (O2C) cycle

 
Skills

Proficiency in Excel and Google Workspace—we’re crazy about Google Docs here!

Familiarity with enterprise ERP systems and Order-to-Cash software platforms.

Excellent organizational skills and strong attention to detail with a dedication to accuracy.

Excellent time management skills with a proven ability to meet deadlines and monthly targets.

Strong analytical and problem-solving skills with the ability to review large sets of financial information, identify discrepancies, and recommend appropriate resolutions.

Maintain accurate collection notes, customer communications, and account documentation within company systems.

Exceptional customer service mindset, emphasizing professional, responsive, and timely communication with clients.

Excellent verbal and written communication skills for effective cross-functional interactions.