Archived listing. The details below describe a past opening.
Our client is seeking a detail-oriented Collections Specialist to manage a portfolio of business-to-business (B2B) customer accounts and drive the timely collection of outstanding receivables. This role is responsible for reducing past-due balances, resolving payment issues, and supporting overall cash flow objectives while maintaining strong customer relationships. The ideal candidate will have solid experience in B2B collections within a corporate environment, strong analytical skills, and the ability to collaborate cross-functionally with Sales, Customer Service, Credit, and Finance teams.
Key Responsibilities
- Manage an assigned portfolio of domestic and/or international B2B customer accounts.
- Proactively contact customers regarding overdue invoices through phone, email, and written correspondence.
- Research and resolve invoice disputes, payment discrepancies, deductions, short payments, and unapplied cash.
- Analyze customer payment trends and identify potential credit or collection risks.
- Maintain accurate collection notes and account records within ERP and collection management systems.
- Partner with Sales, Customer Service, and Credit teams to support timely payment resolution.
- Escalate high-risk or severely delinquent accounts to management as needed.
- Reconcile customer accounts and ensure account balances are accurate.
- Prepare and distribute aging reports and collection status updates.
- Assist with month-end close activities related to accounts receivable.
- Ensure compliance with company policies, internal controls, and financial procedures.
- Recommend process improvements to enhance collection effectiveness and customer experience.
Required Qualifications
- Associate’s degree in Finance, Accounting, or related field, or equivalent experience.
- 3–5 years of B2B collections experience in a corporate environment.
- Strong understanding of Accounts Receivable, collections processes, and dispute resolution.
- Experience with ERP systems such as SAP, Oracle, JDE, Microsoft Dynamics, or similar platforms.
- Proficiency in Microsoft Excel, including pivot tables, VLOOKUPs, and basic data analysis.
- Excellent verbal and written communication skills.
- Strong negotiation, problem-solving, and organizational skills.
- Ability to prioritize workload and manage multiple accounts simultaneously.
- Detail-oriented with strong analytical ability and a customer-focused approach.
Experience Required
- 3–5 years of B2B collections experience
Work Environment
- Fully onsite role located in North Houston