Pipeline-Enrollment/Billing Senior Representative
Mindlance, Myrtle Point, Oregon, United States, 97458
Duties
Manage a portfolio of B2B customer accounts to ensure timely collection of receivables
Proactively contact business clients via phone, email, and customer portals to resolve past-due balances
Research and resolve payment discrepancies, short-pays, and disputes in coordination with internal teams (Sales, Customer Service, Billing, Cash, et..)
Monitor aging reports and prioritize collection efforts based on risk, balance, and payment trends
Maintain accurate collection notes, status updates, and documentation in the ERP system
Escalate high-risk accounts or unresolved issues to leadership in a timely manner
Contribute to continuous process improvement initiatives for the collections workflow
Schedule and lead customer-facing WebEx meetings to review aging, payment trends, and open issues
Send out account statements in Excel format on a regular basis and support customer inquiries related to those statements
Skills: Top 3 Non-Negotiables
2-4 years of experience in B2B collections or accounts receivable; industry experience in specialty distribution, healthcare or pharmaceuticals strongly preferred
Proficient in Microsoft Excel, including preparing and formatting customer-facing statements (VLOOKUPs, pivot tables a plus)
Excellent communication and negotiation skills, with professional and customer-focused demeanor
Skills
Comfortable leading virtual meetings with customer and internal teams
Working knowledge of SAP
Ability to work independently, manage multiple priorities, and meet deadlines
High attention to detail and problem-solving skills
Education Required: High School Diploma or equivalent Preferred: Associates Degree in related field
EEO “Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of – Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.”
#J-18808-Ljbffr
Manage a portfolio of B2B customer accounts to ensure timely collection of receivables
Proactively contact business clients via phone, email, and customer portals to resolve past-due balances
Research and resolve payment discrepancies, short-pays, and disputes in coordination with internal teams (Sales, Customer Service, Billing, Cash, et..)
Monitor aging reports and prioritize collection efforts based on risk, balance, and payment trends
Maintain accurate collection notes, status updates, and documentation in the ERP system
Escalate high-risk accounts or unresolved issues to leadership in a timely manner
Contribute to continuous process improvement initiatives for the collections workflow
Schedule and lead customer-facing WebEx meetings to review aging, payment trends, and open issues
Send out account statements in Excel format on a regular basis and support customer inquiries related to those statements
Skills: Top 3 Non-Negotiables
2-4 years of experience in B2B collections or accounts receivable; industry experience in specialty distribution, healthcare or pharmaceuticals strongly preferred
Proficient in Microsoft Excel, including preparing and formatting customer-facing statements (VLOOKUPs, pivot tables a plus)
Excellent communication and negotiation skills, with professional and customer-focused demeanor
Skills
Comfortable leading virtual meetings with customer and internal teams
Working knowledge of SAP
Ability to work independently, manage multiple priorities, and meet deadlines
High attention to detail and problem-solving skills
Education Required: High School Diploma or equivalent Preferred: Associates Degree in related field
EEO “Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of – Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.”
#J-18808-Ljbffr