Responsibilities
- Manage the dunning process for overdue accounts.
- Send out reminder notices, statements, and other communications to customers with outstanding balances.
- Monitor and track responses to dunning communications.
- Maintain and file Accounts Receivable Collections/Dunning Information.
- Contribute to team effort by accomplishing various other duties as needed.
- Contact customers via phone and email to follow up on overdue payments.
- Negotiate payment plans and terms with customers to facilitate payment resolution.
- Record all collection activities and maintain accurate documentation customer interactions.
- Investigate and resolve billing discrepancies or disputes in a timely manner.
- Collaborate with the sales and customer service teams to address customer concerns and disputes effectively.
- Build and maintain positive relationships with customers to encourage timely payments.
- Provide exceptional customer service and support to address inquiries related to billing and payment.
- Utilize strong communication skills for phone-based interactions, dedicating approximately 70% of the role to conducting billing and collections call.
Qualifications
- Experience with SaaS company, preferred
- Experience with Hubspot and Chargebee, preferred or equivalent CRM/Revenue systems.
Screening Criteria
- Bachelor’s degree or an equivalent combination of education and related work experience.
- At least three (3) to five (5) years of combined experience in customer service and accounts receivable, collections, or a related financial role.
- Must have a stable employment history.
