Collections Specialist
Synergy Business Consulting, Inc., Florida, NY, United States
Accounts Receivable Collections Specialist
Position Summary The Accounts Receivable Collections Specialist is responsible for supporting the order-to-cash process by ensuring timely payment collection within agreed terms. This role involves proactive account monitoring, issue resolution, and collaboration with internal teams to maintain healthy account balances and minimize aged receivables.
Essential Duties and Responsibilities
Manage and collect payments from an assigned portfolio of accounts, consistently achieving collection targets.
Conduct outreach via phone, email, and designated portals to facilitate payment resolution.
Identify and resolve invoice discrepancies in collaboration with billing teams when invoices are reported as missing or incorrect.
Act as a liaison between Sales, Customer Service, Billing, IT, and external account representatives to address and resolve collection-related issues.
Key Responsibilities
Achieve monthly and annual collection goals, with a focus on accounts exceeding 60 days past due.
Maintain accurate and detailed records of all collection activities to support follow-ups and internal visibility.
Provide timely and professional updates to aging reports to support weekly and month-end financial reporting.
Deliver weekly credit hold updates to the AR Manager and support account release processes as appropriate.
Identify high-risk or problematic accounts and elevate to the AR Manager, including recommendations for third-party collections.
Process requests for invoices and statements using reporting tools as needed.
Support invoice uploads to external portals when required.
Perform account reconciliations and assist in write-off or third-party placement decisions.
Respond to inbound AR calls and emails, resolving inquiries efficiently.
Process credit card payments via phone and coordinate with the cash applications team; send payment confirmations.
Handle returned mail, address updates, and contact changes.
Manage internal and external Salesforce tickets within established SLAs.
Oversee mid-size, VIP, and high-priority accounts.
Perform additional duties as assigned.
Availability to work a full-time schedule.
Strong written and verbal communication skills with a professional demeanor.
Ability to work effectively in a fast-paced, deadline-driven environment.
Analytical mindset to identify payment trends and take corrective action.
Team-oriented with a proactive approach to supporting overall performance improvements.
Ability to document collection activities and follow up on payment commitments.
Skills and Qualifications
Minimum of 5 years of B2B collections and account reconciliation experience.
Experience with NetSuite is preferred.
Strong attention to detail and ability to work both independently and collaboratively.
Excellent problem-solving, negotiation, and communication skills.
Strong organizational and multitasking abilities.
Proficiency in Microsoft Excel and Word.
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Position Summary The Accounts Receivable Collections Specialist is responsible for supporting the order-to-cash process by ensuring timely payment collection within agreed terms. This role involves proactive account monitoring, issue resolution, and collaboration with internal teams to maintain healthy account balances and minimize aged receivables.
Essential Duties and Responsibilities
Manage and collect payments from an assigned portfolio of accounts, consistently achieving collection targets.
Conduct outreach via phone, email, and designated portals to facilitate payment resolution.
Identify and resolve invoice discrepancies in collaboration with billing teams when invoices are reported as missing or incorrect.
Act as a liaison between Sales, Customer Service, Billing, IT, and external account representatives to address and resolve collection-related issues.
Key Responsibilities
Achieve monthly and annual collection goals, with a focus on accounts exceeding 60 days past due.
Maintain accurate and detailed records of all collection activities to support follow-ups and internal visibility.
Provide timely and professional updates to aging reports to support weekly and month-end financial reporting.
Deliver weekly credit hold updates to the AR Manager and support account release processes as appropriate.
Identify high-risk or problematic accounts and elevate to the AR Manager, including recommendations for third-party collections.
Process requests for invoices and statements using reporting tools as needed.
Support invoice uploads to external portals when required.
Perform account reconciliations and assist in write-off or third-party placement decisions.
Respond to inbound AR calls and emails, resolving inquiries efficiently.
Process credit card payments via phone and coordinate with the cash applications team; send payment confirmations.
Handle returned mail, address updates, and contact changes.
Manage internal and external Salesforce tickets within established SLAs.
Oversee mid-size, VIP, and high-priority accounts.
Perform additional duties as assigned.
Availability to work a full-time schedule.
Strong written and verbal communication skills with a professional demeanor.
Ability to work effectively in a fast-paced, deadline-driven environment.
Analytical mindset to identify payment trends and take corrective action.
Team-oriented with a proactive approach to supporting overall performance improvements.
Ability to document collection activities and follow up on payment commitments.
Skills and Qualifications
Minimum of 5 years of B2B collections and account reconciliation experience.
Experience with NetSuite is preferred.
Strong attention to detail and ability to work both independently and collaboratively.
Excellent problem-solving, negotiation, and communication skills.
Strong organizational and multitasking abilities.
Proficiency in Microsoft Excel and Word.
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