- Understand and adhere to all corporate guidelines for pricing, legal, product, SOX (Sarbanes Oxley) and country-specific laws.
- Evaluate credit history, review and help Deal Hub prepare Sales Agreements with Sales for non-standard terms before presenting to Client; provide updated language, calculation of credits for re-writes and recommendations for edits or further approvals before submission to Client.
- Start collections process through automated iCollections collections workflows, combining direct collection efforts via phone and email to the Client.
- Collections performance: responsible for collecting payment for assigned invoices, measured on success of invoices collected in each aging category, frequency of Client contact, cash collected and managing unapplied cash and credits with refunds / applications.
- Support B2B rolling regional portfolio of invoices handling ? 600 transactions targeted at the beginning of each quarter
- Responsible for 90/60/30/0 transactions documenting actions and touch points to meet target goals for receivable funds.
- Frequency of interaction with client on invoice status (payment dates / Payment promises / issue resolution / etc.)
- Touchpoint Cadence: responsible for maintaining contact with Internal and External stakeholders to resolve payment, measured on average of days since last contact by transaction utilizing Microsoft Word/Excel/PowerPoint and Outlook
- Identify Client issues early and escalate to management and sales.
- Provide recommendations for enforcing terms or preparing a payment plan directly with the Client.
- Coordinate with the Order Management teams to validate Clients outstanding balance or refund any overpayment coordinating with Cash Applications
- Coordinate with the Portal team to support electronically invoicing and collecting through Clients portals.
- Preparation of credit memos and accurate coding depending upon the nature of the credit.
- Provide monthly reports to management and Sales on all balances ?(USD)10K 60 days + delinquent.
- Meet and exceed all individual monthly & quarterly cash collection, delinquency, unapplied cash, DTC & UTC targets.
- Demonstrated ability to present updates to internal and external stakeholders as needed
- Proficiency in Microsoft office, Word, Excel and PowerPoint
- 1 or more years of related office experience in one of the following areas: Customer Service, Collections, Sales Support.
- Proficient in Microsoft Word, Oracle and a CRM system knowledge a plus.
- Above average proficiency in Microsoft Excel (Creation of formulas, sorting, filtering and general spreadsheet manipulation)
- Excellent oral and written communication skills.
- Ability to communicate with a diverse audience at various levels and all countries and cultures within the organization.
- Effective listening skills.
- Excellent customer service skills.
- Strong initiative.
- Ability to work in a fast-paced, high-pressure environment.
- Excellent time management skills and ability to meet tight deadlines.
- Strong analytical and problem-solving skills.
- Attention to detail.
- Ability to adapt to a constantly changing environment.
- Strong interpersonal skills.
- Strong team player.
- Ability to build strong internal/external business partnerships
- Motivated, high-potential performer, with demonstrated ability to influence and lead.
- Strong communicator with excellent interpersonal skills.
- Able to solve complex problems and successfully manage ambiguity and unexpected change.
- Teachable and embracing of best practices and feedback as a means of continuous improvement.
- Consistently high achiever marked by perseverance, humility and a positive outlook in the face of challenge
- High School Diploma required; Associates degree or equivalent work experience preferred.
- Proficiency in Microsoft office, Word, Excel and PowerPoint
- Monday to Friday
- Office
- Remote
- CRM software: 1 year (Required)
- Fort Myers, FL Required)
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Collections Specialist - Fort Myers, United States - eTeam
Description
*Title: Collections Specialist*Duration: 10+ Months + High possibility of extension
*
Location:
Fort Myers, FL Remote, But Commutable Distance)
*Job Description:
Skills:
Who you are:
Education:
Certifications & Licenses:
Job Type:
Contract
Pay:
$ $16.00 per hour
Expected hours: 40 per week
Weekly day range:
Work setting:
Experience:
Location:
Location:
Remote
