Summary

To be successful in this Collections Specialist role, candidates should bring hands-on collections experience within a SaaS, FinTech, or enterprise technology environment, including responsibility for managing large customer portfolios with Accounts Receivable balances in the millions of dollars. We encourage individuals whose experience aligns with these qualifications to apply.

Responsibilities

• Manage collections activities for an assigned portfolio of enterprise SaaS and/or FinTech customers, ensuring timely payment of outstanding invoices and achievement of monthly cash collection targets across a high-value portfolio totaling millions of dollars in Accounts Receivable.
• Review and analyze Accounts Receivable Aging Reports; proactively contact past-due customers and execute escalation and service hold processes as required.
• Perform customer account reconciliations, including procurement portals such as Ariba and Coupa, to identify and resolve root causes of non-payment.
• Resolve billing and contract disputes in coordination with internal stakeholders to remove payment barriers while preserving customer relationships.
• Maintain accurate and complete account records in Workday; prepare Accounts Receivable and collections reports for the assigned portfolio as directed.
• Partner with cross-functional teams to improve operational efficiency, accelerate cash flow, and reduce Days Sales Outstanding (DSO).
• Leverage prior experience supporting large-scale enterprise customer portfolios in complex SaaS and/or FinTech environments to drive collection performance and cash flow objectives.
• Provide backup support to colleagues and contribute to team projects and continuous improvement initiatives as assigned.

Required Qualifications

• 3-5 years of collections experience within a SaaS, FinTech, enterprise software, or enterprise technology organization managing customer portfolios with Accounts Receivable balances in the millions of dollars.
• Demonstrated success managing and collecting on large, complex enterprise customer portfolios with multi-million-dollar exposure.
• Proficiency with an ERP system; Workday Finance strongly preferred.
• Solid working knowledge of the order-to-cash cycle and foundational GAAP concepts.
• Ability to review and interpret customer contracts in relation to financial obligations and payment terms.
• Experience reconciling customer procurement portals, including Ariba and/or Coupa.
• Ability to embrace and utilize AI-enabled tools and emerging technologies to improve operational effectiveness, automate repetitive tasks, enhance data analysis, and drive continuous process improvement within finance, accounts receivable, or collections functions.
• Strong written and verbal communication skills, with demonstrated ability to engage internal and external stakeholders effectively.
• Proficiency in Microsoft Office, with emphasis on Excel and Word.

Preferred Qualifications

• Bachelor's degree in Business, Finance, or Accounting.
• Equivalent combination of education, training, and relevant professional experience accepted in lieu of a formal degree.
• 3-5 years of customer-facing or account management experience in a service-oriented environment.
• Prior experience in the software or professional services industry.
• Ability to manage competing priorities, work independently, and make sound decisions in a fast-paced environment.