Collections Analyst
Position Description:
We are looking for an enthusiastic and dynamic Collections Analyst for our organization. Your primary responsibilities will be monitoring the collections inbox, billing inquiries, uploading invoices, handling EDI and auto pay failure using NetSuite. Ability to multi-task and maintain excellent organization and communicate account’s activities clearly. The right candidate has related experience and an intuitive sense of knowing when to quickly escalate a call or email a particular account to the management team.
Essential Responsibilities:
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Experience with ERP systems, preferably NetSuite, including payment processing, unapplied payments, refunds, credit memos, write-offs and invoice processing.
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Monitor Collections Email Inbox, ensuring timely responses to billing inquiries and other customer account-related support.
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Monitor billing inquiries and upload invoices to customer portals including SAP Ariba, Coupa, VendorCafe, Corrigo, Amazon, Oracle Fusion, and similar platforms.
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Conduct custom collections efforts on outstanding accounts to reduce past due balances and bad debt to achieve or exceed collection goals.
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Support EDI invoice processing and resubmit failed invoice transmissions as required.
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Follow up on Autopay payment failures by contacting customers via phone and email to obtain updated payment information.
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Research and resolve missing payments, unapplied payments, payment discrepancies, returned payments, and tax-related inquiries.
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Perform customer account reconciliations and support other AR related activities as directed by management.
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Complete customer vendor setup forms, including Autopay enrolment, remittance information, and W-9 documentation.
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Monitor tax exemption certificates and ensure timely renewal and proper documentation.
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Collaborate with Customer Service, Cash Application, Sales, Operations, and AR teams to resolve customer and account-related issues.
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Communicate and work with different types of customers/accounts (National accounts, Parent locations, independent customers).
- Review and process refund and return fee waiver requests using judgment and internal approval workflows.
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Provide regular updates to management team covering invoice processing, collection results and portal status.
- Escalate complex customer issues and account concerns to management when appropriate.
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Support on accounts that are on service interruption.
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Maintain a high level of professionalism and ensure excellent customer service.
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Meet individual and team qualitative and quantitative performance goals.
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Identify issues, solve problems efficiently, and implement sustainable resolutions.
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Support U.S. Central Time business hours (8:00 AM – 5:00 PM CST).
Job Requirements:
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Bachelor’s degree in accounting, marketing, communication, business management. Masters preferred.
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3-5 years of recent full-time responsibilities working for US or Canadian based businesses in a B2B environment with Collections, Billing and Invoice processing.
- 3-5 years’ experience in payment call center, with a proven track record of over-achieving quotas and established goals.
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English fluency (verbal and written) required, including knowledge of idioms and colloquial phrases.
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Working knowledge of MS Office 365 - Word, Excel, Outlook, and OneDrive.
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Exceptionally strong ability to think critically and non-linearly.
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Excellent multi-tasker who can juggle various ongoing needs and the time of the team with success.
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Ability to easily adapt to changes in workflow.
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Customer focus and adaptability to different personality types, ensure empathy and care when dealing with customers having the end goal in mind to obtain payment from customers.
About Integrative Systems:
We are a reputable 20+-year-old software development and back-office optimization firm based in Chicago with clients for Microsoft applications (desktop, web, and mobile), IBMi, JDA MMS, and BPCS throughout North America and Canada.
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We have an exceptional work culture that is vibrant, and performance-driven – A workplace that you will aspire to be amember of.
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We proactively work towards creating an environment – wherein every associate is incentivized to think independently; bring to bear diverse and dynamic resources to resolve complex problems collaboratively. And most importantly, understand the meaning and growth in their work.
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We work with a belief that everyone associated with Integrative should grow professionally and personally. Therefore, we seek out what's best for our co-workers.
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We strive to create a workplace that 100 people would absolutely love, not a place that 1000 people kind of like. To achieve this, we try to create job experiences, not job opportunities.
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We know the importance of adding the 'FUN' in 'business fundamentals' at the right time - yet are a well-disciplined, profitable, well-oiled engine of growth. So, when we hire new talent, we lookout for someone who can balance work-life easily.
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We hire only the best. For a typical position, we sift through one hundred resumes and interview at least ten people. Make it in, and you'll be working with some of the best minds in the business. We understand that 'A' people attract 'A' people.
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We do not ride on anything short-term - no short-term market trends, short-term profits, or any short-cuts. Hence, we look for talent who usually believes in stability and commitment more than short-term benefits.
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We understand that when a person joins, he/she brings in various dimensions of their being - physical, emotional, social, mental, and spiritual aspects to the workplace, not just vocational. And because we address all these dimensions for every associate's wellbeing, we create an environment that fosters optimism, mindfulness, authenticity, belongingness, meaning, and vitality.
