Credit and Collections Specialist

Credit and Collections Specialist

We are seeking a proactive and customer-focused Collections Specialist to join our Credit & Collections team with a focus on accounts receivable tied to mergers and acquisitions and new customer onboarding. This role is vital in ensuring a smooth transition for newly acquired or onboarded customers by confirming accurate billing, resolving payment barriers, and supporting a best-in-class post-invoicing experience. You will collaborate across departments to manage receivables, drive timely payments, and improve onboarding outcomes.

Customer Engagement & A/R Management

• Serve as the primary point of contact for customers post-acquisition or onboarding to validate account setup and billing accuracy.
• Proactively reach out following the first invoice to confirm receipt, contacts, and payment timelines.
• Manage a portfolio of commercial A/R tied to M&A activity, working to resolve legacy account discrepancies and ensure seamless integration.

Issue Resolution & Collections

• Place and receive customer calls related to past-due balances while providing exceptional service and professional resolution.
• Identify and resolve barriers to payment, including incorrect contacts, missing purchase orders, tax documentation, or system setup errors.
• Negotiate and document payment arrangements or settlements when needed, while maintaining a positive customer relationship.

Collaboration & Cross-Functional Support

• Partner with Sales, Billing, Customer Success, and Integration teams to ensure smooth transitions and alignment on expectations.
• Provide insights and feedback to improve onboarding processes and reduce future A/R issues.
• Escalate unresolved or high-risk accounts with clear documentation and recommendations.

System Documentation & Cash Application Support

• Maintain thorough documentation of customer communications, issue resolutions, and payment commitments in internal platforms (e.g., GetPaid, Salesforce).
• Assist with unapplied cash efforts by identifying unmatched payments and working with internal teams to resolve.
• Conduct skip tracing when contact with a customer has been lost.

Education and Qualifications

• College degree or equivalent professional experience.
• 2+ years of experience in commercial collections or B2B A/R.
• Strong understanding of billing, onboarding, and the contract-to-cash lifecycle.
• Proficiency with Microsoft Office Suite and experience using systems such as GetPaid, Salesforce, SAP, or similar ERP/AR platforms.
• Excellent communication and interpersonal skills with a customer-first mindset.
• Organized, self-motivated, and capable of managing a high-volume portfolio.
• Ability to influence resolution and foster strong working relationships.

Preferred Qualifications

• Experience supporting A/R tied to mergers and acquisitions or large-scale customer transitions.
• Familiarity with onboarding processes and customer account setup.
• Working knowledge of collections workflows in GetPaid or similar systems.
• Background in cross-functional collaboration across Sales, Finance, and Customer Success.

What Success Looks Like

• Timely resolution of payment barriers post-onboarding or acquisition.
• Strong customer relationships and reduced time-to-payment for new and integrated accounts.
• Clear and accurate account documentation and communication trails.
• Improved onboarding and billing practices through continuous feedback and collaboration.