Key Responsibilities:
Accounts Receivable Management:
- Monitor aging reports and proactively follow up on overdue accounts.
- Ensure accurate records of all client communications and collections status.
- Reconcile payment discrepancies and work with internal teams to resolve billing disputes.
Client Coordination:
- Act as the primary point of contact for enterprise clients regarding payment queries.
- Maintain strong client relationships to ensure high recovery rates without damaging rapport.
Dispute Resolution & Compliance:
- Investigate and resolve invoice/payment issues in collaboration with internal stakeholders (sales, legal, billing).
- Ensure compliance with internal financial controls and external regulations.
Reporting & Analytics:
- Prepare and present regular reports on collections status, DSO trends, and at-risk accounts.
- Provide inputs to cash flow forecasts based on expected collections.
Process Optimization:
- Identify opportunities to improve collections processes, communication templates, or tools.
- Support automation of AR and collections functions through finance platforms.
Required Skills & Qualifications:
Core Skills:
- Proven experience in B2B collections or AR operations, preferably in SaaS, IT, or enterprise services.
- Strong understanding of enterprise billing cycles, POs, contracts, and invoicing processes.
- Excellent negotiation, communication, and interpersonal skills.
- Familiarity with customer portals, vendor compliance processes, and payment workflows.
Tools & Systems:
- ERP systems: SAP, Oracle, NetSuite, or Zoho Books
- CRM tools: Salesforce, HubSpot (for coordinating with Sales/CS teams)
- Excel/Google Sheets: Pivot tables, VLOOKUPs, basic analytics
- Ticketing or AR follow-up systems (e.
, Freshdesk, Zendesk, or custom tools)
Preferred Qualifications:
- Degree in Finance, Accounting, Business Administration, or related field.
- 3 - 6 years of experience in collections/accounts receivable with a focus on enterprise clients.
- Experience in FinTech, SaaS, or technology service sectors is preferred.
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