Credit and Collections Specialist

Description

• Negotiate and document payment arrangements or settlements when needed, while maintaining a positive customer relationship.
• Proactively reach out following the first invoice to confirm receipt, contacts, and payment timelines.
• Escalate unresolved or high-risk accounts with clear documentation and recommendations.
• Partner with Sales, Billing, Customer Success, and Integration teams to ensure smooth transitions and alignment on expectations.
• Assist with unapplied cash efforts by identifying unmatched payments and working with internal teams to resolve.
• Place and receive customer calls related to past-due balances while providing exceptional service and professional resolution.
• Manage a portfolio of commercial A/R tied to M&A activity, working to resolve legacy account discrepancies and ensure seamless integration.
• Serve as the primary point of contact for customers post-acquisition or onboarding to validate account setup and billing accuracy.
• Provide insights and feedback to improve onboarding processes and reduce future A/R issues.
• Maintain thorough documentation of customer communications, issue resolutions, and payment commitments in internal platforms (e.g., GetPaid, Salesforce).
• Conduct skip tracing when contact with a customer has been lost.
• Timely resolution of payment barriers post-onboarding or acquisition.
• Identify and resolve barriers to payment, including incorrect contacts, missing purchase orders, tax documentation, or system setup errors.

Requirements

• Familiarity with onboarding processes and customer account setup.
• Clear and accurate account documentation and communication trails.
• Experience supporting A/R tied to mergers and acquisitions or large-scale customer transitions.
• Ability to influence resolution and foster strong working relationships.
• Working knowledge of collections workflows in GetPaid or similar systems.
• Strong customer relationships and reduced time-to-payment for new and integrated accounts.
• Organized, self-motivated, and capable of managing a high-volume portfolio.
• Excellent communication and interpersonal skills with a customer-first mindset.
• College degree or equivalent professional experience.
• 2+ years of experience in commercial collections or B2B A/R.
• Minimum 3 years of Construction A/R experience required.
• Background in cross-functional collaboration across Sales, Finance, and Customer Success.
• Proficiency with Microsoft Office Suite and experience using systems such as GetPaid, Salesforce, SAP, or similar ERP/AR platforms.
• Strong understanding of billing, onboarding, and the contract-to-cash lifecycle.
• Improved onboarding and billing practices through continuous feedback and collaboration.

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance