- Contact business customers about past-due invoices by phone, email, and written communication.
- Review account histories, contracts, purchase orders, and billing documentation to determine collection strategies.
- Negotiate payment commitments and structured payment plans within company guidelines.
- Investigate short pays, disputed invoices, unapplied payments, and payment delays.
- Document customer interactions and collection activities accurately.
- Monitor aging reports and prioritize follow-up on outstanding balances.
- Collaborate with Billing, Customer Support, Sales, and Finance to resolve account discrepancies and customer concerns.
- Check supplier portals such as Ariba and Coupa for invoice status, payment confirmations, disputes, and required documents.
- Use NetSuite, Salesforce, Stripe, and Excel for accounts receivable and customer account work.
- Support process improvements, SOP development, and workflow efficiencies for AR and collections operations.
SalesforceMicrosoft ExcelNetSuite