Credit & Collections Analyst

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Collectors are directly responsible for ensuring that the accounts receivable portfolio is converted into cash, thereby positively impacting Salesforce’s cash flow through their efforts in directly collecting payments from customers. Healthy cash flow is looked upon by the investment community as both an efficiency and finance measure, which translates into a component of our stock price. Healthy cash flow funds operating expenses as well as investments in research and development, enabling us to fuel our growth.

As the Accounts Receivable for the company continues to grow in dollar amount as well as the number of invoices, we continue to need additional collector bandwidth. This position will be assigned an individual Accounts Receivable portfolio in which they will be accountable.
 

Job Description:
Collects on assigned accounts receivable portfolio primarily via emails and telephone. Resolves accounts receivable dispute situations to the satisfaction of both SFDC and our customers. Uses good business judgment in working with/through other employees both within and outside of the SFDC Credit and Collection Department to achieve collection targets.

Responsibilities:
• Initiates collection reminders via emails or calls on assigned accounts in accordance with the Invoice Collection and Account Suspension Timeline, demonstrating good business judgment and due diligence in evaluating account solvency and the ability/willingness to pay.

• Facilitate customer payment by providing necessary documentation, such as invoices or payment instructions, to the customer.

• Resolves billing disputes by collaborating with Sales Operations, Sales teams, and other internal departments as needed.

• Escalates collection accounts with significant payment issues to Collection and Sales management.

• Works with credit analyst on financial distress accounts

• Negotiates payment plans for accounts in financial distress and ensures approval for the plan according to the established approval matrix.

• Performs a series of collection activities in accordance with Salesforce's collection policy and processes. These actions may include:

• Escalates and ensure to obtain approval for suspension warning sending.

• Performs account suspension on delinquent accounts in compliance with the specified policy, following the required collection activities.

•  Provides Suspended account information to Write Off and Bad Debt team

• Participates on process improvement projects as assigned

• Provides reports on assigned portfolio as requested to collection management

• Ensures compliance with all company policies

• Provides training as requested.
 

Required Skills:
• Bachelor’s degree or equivalent combination of education and experience
• Bilingual proficiency, including English, with strong verbal and written communication skills.
• Two years collections experience in a high growth environment or equivalent experience and education.
• Good customer relationship skills to manage a variety of customer interactions
• Demonstrated initiative
• Thrives in a team environment
• Ability to work independently
• Demonstrated participation in process improvement initiatives and/or project management experience
• Ability to excel in a fast growing/fast paced environment delivering accuracy while managing to deadlines
• Proficiency in effectively using Microsoft Suite of tools. Knowledge of Salesforce system is a plus.

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