Senior Analyst, Credit & Collections

What you'll do

• Develop and periodically report on metrics related to the success of the product line
• Manage assigned accounts receivable through written and oral communications
• Monitor accounts that are past due by regularly reviewing the collections queue, aging and other reports
• Analyze and interpret accounts receivable and credit/collections data
• Escalate payment matters to Sales Management when necessary
• Determine when an account should be escalated to the Supervisor and/or Director
• Monitor payment habits and recommend payment terms and/or credit limits changes
• Manage account reconciliation activity by reviewing and researching payment deductions
• Work closely with Accounts Receivable/Billing team to resolve payment discrepancies
• Work closely with sales to resolve billing or contract related discrepancies
• Provide support to Senior Manager, Credit & Collections by processing credit applications
• Obtain credit agency reports, bank/trade references and other tools to determine creditworthiness
• Conduct credit reviews or submit information for credit reviews
• Open new accounts including system setup in Oracle
• Update system for client name, address and credit limit changes
• Maintain credit files regularly
• Ensure customer payments and receivables are properly applied to open invoices in Oracle cash applications module
• Support implementation of new systems and platforms
• Participate in development of new workflows
• Manage projects related to ERPs and CRMs (Oracle, Salesforce)
• Provide support to sales and other departments
• Implement AI tools
• Perform ad hoc projects

Requirements

• Bachelor’s degree or equivalent work experience
• 5-8 years of collections and customer service experience, preferably in SaaS industries
• International collections and managing high profile accounts experience required
• Intermediate experience utilizing an ERP System (Oracle Preferred)
• Intermediate experience utilizing a CRM System (Salesforce)
• Familiarity with AI tools and their application in the workplace (Claude, Gemini, ChatGPT)
• Ability to understand, simplify and communicate complex functionality to customers, partners and colleagues
• Excellent verbal, writing and presentation skills
• Excellent organizational skills and attention to detail
• Ability to thrive in a fast paced, deadline driven environment
• Proficient in Microsoft Excel and Word

Tech stack

Benefits