- Build the credit control function from inception by designing workflows, follow-up cadence, and escalation steps.
- Establish and maintain AR monitoring routines, including account aging review, overdue prioritization, and follow-up planning.
- Partner with Sales, Customer Service, and Finance to understand billing drivers and create a clear path to issue resolution.
- Define a dispute management approach (e.g., how disputes are logged, investigated, owned, and resolved).
- Develop initial credit control policies and recommend improvements as the program matures.
- Contact customers (and/or relevant internal stakeholders) to request payment and resolve blockers.
- Support credit decisions by reviewing payment history, account status, and risk indicators.
- Create and maintain documentation of collection activity, customer communications, and case outcomes.
- Set up collections reporting (e.g., AR aging trends, overdue balances, collection outcomes) and communicate insights.
- Identify root causes of delays and propose solutions.
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