Remote

Senior Collections Specialist

PDI Software
remote work
United States
April 11, 2024
Location:US Remote, Alpharetta, GA preferred Employee Level: Individual Contributor Career Level: Mid-level What You Need: 5 years of experience software business to business collections preferred Bachelor's degree preferred in business or accounting, or equivalent knowledge of finance and accounting 2+ years NetSuite experience required 2+ years Salesforce experience preferred Microsoft Excel and data proficiency required Portal billing experience preferred (Coupa, Ariba, Taulia, etc.) Cash application experience preferred, but not required Excellent written and verbal communication Ability to interact with all levels of the organization The Opportunity: PDI is a fast-paced company that promotes strong values and a high-performance culture operating in a dynamic industry. The Revenue Operations team has a passion for ensuring timely and accurate processing of payments from customers. The team strives to maintain accurate accounts receivable balances, by working with internal and external customers to improve billing functionality and assist with any pricing and billing issues. Individuals on the team build and foster relationships with key internal and external stakeholders. If you want to be hands-on, welcome a challenge, and don't want to settle for good-enough -join our team! What You'll Do: Oversee multiple accounts to ensure collection efforts are timely on all assigned past due accounts Collaborate with internal stakeholders such as Customer Success Managers, legal, and finance on collections for multiple accounts Compile and evaluate aging reports and determine high risk/delinquent accounts and prioritize work based on analysis Identify and rectify issues attributing to account delinquency Resolve complex and escalated customer billing disputes independently, escalating higher as needed Handle complex customer collections issues independently and escalate to sales, senior management, and service organization as needed Research outstanding invoice balances Reconcile customer accounts Why PDI Technologies? PDI Technologies, Inc. resides at the intersection of productivity and sales growth, delivering powerful solutions that serve as the backbone of the convenience retail and petroleum wholesale ecosystem. By "Connecting Convenience" across the globe, we empower businesses to increase productivity, make more informed decisions, and engage faster with their customers. We offer: Comprehensive benefits package including health, dental, and vision coverage effective immediately Fully flexible remote work environment Matching Group Retirement Savings Plan PTO effective immediately Quarterly self-investment allowance for personal and professional development, health and wellness, entertainment, travel, charitable giving, tech, travel, etc. Strong culture that values authenticity, trust, curiosity, and diversity of thought Our Commitment to Diversity, Inclusion & Belonging At PDI Technologies, diversity is embraced. We are committed to cultivating an environment that is safe, welcoming, and inclusive for all individuals. PDI Technologies is an Equal Opportunity Employer. We agree not to discriminate against any employee or job applicant because of race, color, religion, national origin, sex, physical or mental disability, or age.