About the Role
The Collections Representative is responsible for managing overdue accounts by contacting customers, resolving payment issues, and maintaining accurate financial records. This role supports cash flow integrity and works closely with internal teams to resolve disputes and improve collection outcomes.
Responsibilities
- Monitor and follow up on past-due customer accounts
- Contact clients via phone and email to resolve payment issues
- Negotiate payment plans with customers to settle outstanding balances
- Document all collection activities and interactions accurately
- Maintain up-to-date records in financial systems
- Collaborate with internal departments to resolve billing disputes
- Identify and escalate complex cases to appropriate teams
- Ensure compliance with company policies and procedures
- Respond to customer inquiries regarding account status
- Verify account details and transaction history during outreach
- Work within collection timelines to maximize recovery rates
- Use financial software to track and report on collection efforts
- Assist in resolving discrepancies in customer payments
- Support month-end closing processes when required
- Maintain professionalism during difficult conversations
- Follow up on returned or rejected payments
- Report trends in delinquency to supervisors
- Adhere to ethical standards in all customer interactions
- Contribute to process improvements in collections workflows
- Participate in training and performance reviews
- Meet performance targets for collections efficiency
- Ensure data privacy in handling customer financial information
- Coordinate with sales teams on client payment concerns
- Assist with reconciliation of customer accounts
- Support audits by providing accurate collection records
Nice to Have
- Experience using Netsuite or similar financial platforms
- Background in BPO or shared services environments
- Prior role in a remote or hybrid work setting
- Familiarity with KPIs in collections performance
- Training in financial compliance standards
Compensation
Not specified
Work Arrangement
Remote
Team
Financial Operations
Why This Role Matters
This position plays a key role in maintaining healthy cash flow by ensuring timely customer payments. The representative helps resolve billing issues, strengthens client relationships, and supports overall financial stability through diligent follow-up and accurate reporting.
What We’ll Provide
You’ll receive access to collaboration tools, financial systems, and a supportive team environment. Training on internal processes and ongoing performance feedback will help you succeed in this role.
Not applicable
