Overview of Role/Job Purpose:
The Collections Specialist is responsible for managing and executing the company’s accounts receivable collections process. This role ensures timely collection of outstanding invoices, maintains accurate records, and fosters positive relationships with clients while upholding the company’s financial integrity. The Billing Analyst helps streamline and scale VertexOne’s billing operations as we continue to grow. This role is ideal for someone who thrives in a fast-paced SaaS environment, has a strong eye for detail, and enjoys working cross-functionally to ensure our billing processes are accurate, efficient, and customer-friendly.
Essential Duties:
- Monitor and manage assigned accounts to identify outstanding debts.
- Contact customers via phone, email, or mail to follow up on overdue payments.
- Negotiate payment plans and resolve billing disputes professionally.
- Maintain detailed records of collection activities and customer interactions.
- Collaborate with internal departments (e.g., Sales, Customer Service) to resolve account discrepancies.
- Prepare regular reports on collection status and aging accounts.
- Recommend accounts for escalation or write-off when necessary.
- Ensure compliance with company policies and relevant regulations.
- Generate and validate invoices based on subscription plans, usage, and contract terms.
- Ensure timely billing cycles (monthly, quarterly, annual) and follow up on any discrepancies.
- Partner with Customer Success and Sales Ops to resolve billing issues and support customer inquiries.
Job Skills/Requirements:
- 0-3 years of experience in billing, finance, or accounting (SaaS or subscription-based preferred).
- Proven experience in collections, accounts receivable, or a related financial role.
- Strong understanding of billing procedures and collection techniques.
- Proficiency in Microsoft Office and financial software (e.g., ERP systems).
- Excellent written and verbal communication skills.
- High attention to detail and organizational skills.
- Ability to manage multiple priorities and meet deadlines.
Preferred Qualifications:
- Proficiency in Excel.
- Familiarity with ASC 606 and SaaS metrics (MRR, ARR, churn).
Personal Attributes:
- Professionalism: Maintains a courteous and respectful tone in all interactions.
- Persistence: Demonstrates resilience and follow-through in pursuing overdue accounts.
- Empathy: Balances firmness with understanding when dealing with customers.
- Integrity: Handles sensitive financial information with discretion and honesty.
- Problem-Solving: Thinks critically to resolve disputes and find mutually beneficial solutions.
- Team-Oriented: Collaborates effectively with colleagues across departments.
JobFamily
Finance and Accounting
JobFunction
Individual Contributor
PayType
Hourly
EmploymentIndicator
Regular