Required Skills & Experience
3+ years of B2B collections, accounts receivable, or commercial collections experience Hands-on experience collecting on past-due customer accounts and aging balances Expert-level Excel skills, this is a key technical requirement Advanced hands-on experience with VLOOKUPs and PivotTables Ability to analyze, manipulate, and reconcile large data sets in Excel Experience reviewing A/R aging reports and prioritizing accounts for collection Experience researching payment discrepancies, short pays, and outstanding balances Strong customer communication and follow-up skills Ability to work independently and manage a high volume of accounts Strong analytical, problem-solving, and organizational skills Excellent attention to detail and data accuracy
Nice to Have Skills & Experience
SAP experience Experience with deductions, rebates, billbacks, or customer claims Manufacturing or distribution industry experience Finance or Accounting education/background Experience working with large enterprise customer accounts Experience partnering with Sales and Finance to resolve account discrepancies
Job Description
Insight Global is seeking a Collections Specialist for a top manufacturing and packaging client. This candidate will be responsible for managing a portfolio of B2B customer accounts, reviewing aging reports, collecting past-due balances, researching payment discrepancies, and working directly with customers to resolve outstanding invoices. The position will require consistent customer outreach through phone and email, as well as partnership with internal Sales and Finance teams to resolve account issues. Expert-level Excel skills, including VLOOKUPs and PivotTables, are critical, as this individual will work with large volumes of customer and financial data. The ideal candidate will have 3+ years of hands-on B2B collections or accounts receivable experience and be proactive, organized, persistent, and comfortable owning the collection process in a fully remote environment.
Manage a portfolio of B2B customer accounts and collect outstanding balances Review A/R aging reports and prioritize past-due accounts for collection activity Contact customers by phone and email regarding outstanding invoices and payment status Utilize advanced Excel daily, including VLOOKUPs and PivotTables, to analyze and reconcile customer account data Research outstanding balances, payment discrepancies, short pays, and unapplied payments Follow up consistently on overdue balances and document collection activity Work with customers and internal teams to resolve invoice and account discrepancies Partner with Sales and Finance to escalate and resolve difficult collection issues Identify trends or recurring issues contributing to late payments Maintain accurate customer account information and collection notes Help reduce aged receivables and improve overall collection performance Assist with reporting and special projects as needed
