收款分析师
Collection Analyst
Collections Analyst
我们正在寻找一位注重细节且积极主动的Collections Analyst加入我们的应收账款与账单团队。在该职位中，您将管理逾期客户账户，支持及时回收应收账款，并通过准确的跟进、对账和问题解决来降低财务风险。您将与客户及内部合作伙伴（包括账单、法律和客户成功团队）紧密合作，解决账户查询、改进流程并支持良好的现金回收表现。
您将负责：
- 管理客户账户以支持部门的回收目标，包括减少逾期余额和销售天数（DSO）。
- 通过电子邮件或电话跟进客户，了解逾期余额和付款时间表。
- 与客户合作解决逾期账户、汇款扣除和其他应收账款问题。
- 进行账户对账，包括账户现金审查，以确保客户余额准确。
- 研究并回应与客户账户状态、付款活动和未结余额相关的内部查询。
- 与账单、法律、客户成功及其他内部团队协作，解决账户问题并支持及时回收。
- 准备并维护准确的回收记录、账户更新和报告，以支持对应收账款的可见性。
- 识别改进回收流程、客户沟通和整体应收账款效率的机会。
技能与工作特质：
要求：
- 高度关注细节，具有高度准确性
- 优秀的阅读和理解能力
- 优秀的人际交往、组织、分析和解决问题的能力
- 能够在快节奏环境中处理问题
- 在压力下逻辑清晰并寻求创新解决方案
- 具有团队合作精神，与团队协作寻找解决方案
- 能够学习新任务
- 必须极度有条理、有动力、目标导向，并在回收工作中坚持不懈
- 了解一般会计准则（GAAP）
- 能够保守机密并保持高度谨慎
经验与技术能力：
要求：
- 熟练使用微软办公软件（Word、Excel 和 Outlook）
- 有解读和审查客户订单及相关MSA的经验
- 至少1-3年在催收和应收账款领域的工作经验
查看英文原文
Collections Analyst
We are looking for a detail-oriented and proactive Collections Analyst to join our Accounts Receivable and Billing team. In this role, you will manage overdue customer accounts, support timely collection of receivables, and help reduce financial risk through accurate follow-up, reconciliation, and issue resolution. You will work closely with customers and internal partners, including Billing, Legal, and Customer Success, to resolve account inquiries, improve processes, and support strong cash collection performance.
What You’ll Do
- Manage customer accounts to support departmental collection goals, including reducing overdue balances and days sales outstanding (DSO).
- Follow up with customers by email or phone regarding overdue balances and payment timelines.
- Partner with customers to resolve past-due accounts, remittance deductions, and other accounts receivable issues.
- Perform account reconciliations, including cash-on-account reviews, to ensure customer balances are accurate.
- Research and respond to internal inquiries related to customer account status, payment activity, and outstanding balances.
- Collaborate with Billing, Legal, Customer Success, and other internal teams to resolve account issues and support timely collections.
- Prepare and maintain accurate collection notes, account updates, and reporting to support visibility into outstanding receivables.
- Identify opportunities to improve collection processes, customer communication, and overall accounts receivable efficiency.
Skills & Work TraitsRequired:
- High attention to detail with a high level of accuracy
- Excellent reading and comprehension skills
- Excellent interpersonal, organizational, analytical, and problem-solving skills.
- Ability to handle problems in a fast-paced environment.
- Think logically under pressure and seek innovative solutions.
- Being a team player and collaborating with the team to find solutions.
- Capable of learning new tasks.
- Must be extremely organized, driven, goal oriented and relentless in their collection efforts.
- Knowledge of Generally Accepted Accounting Principles.
- Ability to maintain confidentiality and exercise extreme discretion.
Experience & Technical Competencies
Required:
- Advanced Proficiency in Microsoft Office (Word, Excel, and Outlook).
- Experience with interpreting and reviewing customer orders and the relevant MSA.
- Minimum 1-3 years work experience in a collections and accounts receivable role.
Preferred:
- Experience in a software or subscription business considered an asset.
- Prior experience with Salesforce or accounting software considered an asset.
- A Diploma in Accounting, Business Administration. or a related field.
- Remote work with occasional in-office days
Organizational Alignment
- Reports to the Accounts Receivable and Billing Manager.
- Collaborate with the Billing Coordinator regarding job assignments.
Originally posted on Himalayas