About the Role
Handles collections for US-based clients by contacting customers, resolving payment discrepancies, and maintaining accurate financial records during PST hours.
Responsibilities
- Contact customers through phone, email, and written correspondence to secure overdue payments
- Consistently follow up on delinquent accounts to reduce outstanding balances and address payment issues
- Investigate and resolve discrepancies in customer payments to ensure account accuracy
- Apply customer payments accurately and maintain up-to-date financial records
- Process credit card transactions, issue credits, and adjust accounts as necessary
- Arrange payment plans when appropriate to facilitate collections
- Respond to incoming calls, answer customer questions, and direct inquiries appropriately
- Enter data and keep thorough, accurate documentation for all account activities
- Work with internal departments including Sales, Billing, and Customer Service to resolve account problems
- Support ongoing improvements to collections procedures and workflows
Requirements
- 2 to 3 years of experience in accounts receivable, collections, or a related role
- Proficient in using QuickBooks for billing and invoicing tasks
- Solid knowledge of accounts receivable, billing, and collections processes and best practices
- Demonstrated ability to track down overdue payments, analyze issues, and resolve discrepancies
- Advanced skills in Microsoft Office, Google Workspace, and financial software systems
- Strong verbal and written communication abilities with a professional and persistent approach
- Highly organized with keen attention to detail and accuracy
- Capable of managing multiple tasks and meeting deadlines in a fast-paced setting
- Maintains a high level of integrity and professionalism when dealing with sensitive financial data
- Self-driven and results-oriented, able to work independently with minimal oversight
- Experience managing high-volume accounts or aging receivables portfolios
- Proven experience collaborating with cross-functional teams in a fast-paced environment
- Experience working with US-based clients and familiarity with US business communication standards
- Comfortable and effective in a fully remote work environment
- Available to work during US Pacific Time hours
- High school diploma or equivalent is required
Tech Stack
QuickBooks, Microsoft Office Suite, Google Workspace, Financial systems
Compensation
Independent contractor position
Work Arrangement
Remote
Team
Collaborates with Sales, Billing, and Customer Service teams
Additional Information
- This is a long-term independent contractor role
- Work hours are Monday through Friday, 8 AM to 4:30 PM PST
- Applicants must have experience with US-based clients and understanding of US business practices
- Equal Employment Opportunity: Employment decisions are made without regard to race, color, religion, age, sex, national origin, disability, genetics, veteran status, sexual orientation, or gender identity
Not mentioned
