Collections Specialist II

Collections and Accounts Receivable Specialist

Job Description Summary

• Manage an assigned portfolio of client accounts, ensuring timely collection of outstanding invoices and resolution of payment-blocking issues.
• Review and analyze AR Aging Reports; initiate proactive outreach to past-due customers and execute escalation and service hold protocols as required.
• Execute daily Oracle invoicing and billing processes, coordinate exceptions, and submit invoices through customer portals to support prompt payment.
• Build and maintain productive working relationships with internal and external stakeholders to support collections outcomes and customer satisfaction.
• Maintain accurate customer profiles, collection notes, and account files, including documentation for Key, Major, and Alliance accounts with non-standard contractual terms.
• Partner cross-functionally to identify process improvements that enhance operational efficiency, accelerate cash flow, and reduce Days Sales Outstanding (DSO).
• Contribute to team coverage needs and participate in assigned projects and continuous improvement initiatives.

Required Qualifications

• Four or more years of experience in collections, credit, accounts receivable, or general accounting.
• Minimum three years of direct customer-facing experience in a business-to-business (B2B) environment.
• Demonstrated proficiency with ERP systems; Oracle experience strongly preferred.
• Working knowledge of basic GAAP principles and the order-to-cash cycle.
• Ability to review and interpret contracts governing financial obligations for both the customer and the organization.
• Strong written and verbal communication skills; capable of managing complex billing and collections conversations with professionalism.
• Proficient in Microsoft Office, with applied expertise in Excel and Word.

Preferred Qualifications

• Experience in the software or professional services industry.
• Familiarity with customer payment portals and multi-channel billing workflows.
• Demonstrated ability to identify process gaps and collaborate across departments to implement operational improvements.
• Equivalent combination of education, training, and relevant professional experience accepted in lieu of a formal degree.

COMMENTS:

The above statements are intended to describe the general nature and level of work being performed by individuals in this position. Other functions may be assigned, and management retains the right to add or change the duties at any time.

Base pay offered to new hires may vary based upon factors including relevant industry and job-related skills and experience, geographic location, and business needs.* The range displayed does not encompass the full potential of the role, which allows for further growth and career progression.

In addition, as a part of our total compensation package, this role may be eligible for the Vertex Bonus Plan (VOB), a role-specific sales commission/bonus, and/or equity grants.

Learn more about Life at Vertex and connect with your recruiter for more details regarding Vertex's compensation and benefit programs.

*In no case will your pay fall below applicable local minimum wage requirements.