Remote
Description
As the Collections Specialist, you play a key role in supporting the company’s financial health by ensuring consistent cash flow and minimizing delinquent accounts through proactive communication, effective negotiation, and diligent follow-up. You maintain a high level of professionalism and customer service while ensuring the timely and accurate collection of payments.
You work collaboratively with cross-functional teams—including Sales, Customer Service, and Accounting—to resolve billing issues and address client concerns efficiently. You are detail-oriented, organized, and thrive in a fast-paced environment managing a high volume of client accounts while maintaining accuracy and strong client relationships.
Responsibilities
- Proactively contact clients daily via phone, email, and written correspondence to secure payments and resolve outstanding balances.
- Apply creative problem-solving to address and resolve client slow-pay issues.
- Analyze accounts receivable aging reports to identify at-risk accounts and develop a structured follow-up and collection timeline.
- Partner with the Accounts Receivable team and clients to resolve short or over payments and clear unapplied cash.
- Navigate and manage workload across multiple systems and tools efficiently.
- Conduct timely follow-up on collection efforts to ensure payments are received as promised, escalating issues as needed.
- Analyze and communicate potential credit risks identified during the collections process to management.
- Recommend accounts for escalation, credit hold, or external collection placement when appropriate.
- Assist with processing approved bad-debt write-offs and maintaining supporting documentation.
- Generate and analyze reports to identify, track, and mitigate risks related to client accounts receivable and collections activity.
- Collaborate with internal teams to resolve billing discrepancies and ensure accuracy across accounts.
- Partner with cross-functional teams to identify process improvements and support best practices within the collections function.
- Maintain detailed, accurate records of collection activities within CRM and billing systems (e.g., Salesforce, NetSuite, Maxio).
- Support continuous improvement initiatives in credit and collections processes.
- Ensure all collection activities comply with company policies and applicable federal and state debt collection regulations
Requirements
Education and Experience
- Minimum of 3 years of experience in collections required; business-to-business (B2B) environment preferred.
- In-house collections experience preferred.
- Strong verbal and written communication skills, with the ability to interact effectively with clients, colleagues, and stakeholders at all levels of the organization.
Knowledge and Skills
- Strong customer service orientation with a professional and empathetic communication style.
- Exceptional communication and interpersonal skills, with the ability to handle challenging client interactions effectively.
- Strong organizational skills with the ability to prioritize tasks, manage multiple deadlines, and perform well in a fast-paced environment.
- Proficiency in Microsoft Office Suite (Excel, Outlook, Word), with advanced Excel skills preferred.
- Experience with ERP or accounting systems such as NetSuite and Maxio (Chargify) is a plus.
- Salesforce experience preferred.
Benefits
What Sets InfoTrack apart
At InfoTrack, we’re committed to a workplace where everyone feels comfortable doing their best work and having fun! We also believe in a work/life balance that fulfills you while you’re here and supports you when you’re not. We built our benefits package to prove that we’re committed to you having everything you need.
Our benefits guide, located , illustrates what we offer full-time employees and a sneak preview is below
- 401(k) Match
- Medical, Dental, & Vision Insurance
- Employer-funded Short/Long-Term Disability, Life, and Accidental Death & Dismemberment (AD&D) Insurance
- 20 Days of Paid Time Off (PTO)
- 11 Paid Holidays
- “Be Me Time” off for mental health, re-charging, volunteering
- Matching Gift Program
Our Commitment
We believe that the key to our success is you. Your unique background, life experience, knowledge, self-expression, and talent make you uniquely you. Who you are, what you have experienced, and how you think inspires us to be innovative and bold.
InfoTrack is an equal opportunity employer. We hire great people from a wide variety of backgrounds, not just because it's the right thing to do, but because it makes our company stronger. We welcome the unique contributions that you can bring in terms of your education, opinions, culture, ethnicity, race, ancestry, sex, gender identity and expression, national origin, citizenship, marital status, age, languages spoken, veteran status, color, religion, disability, sexual orientation, and beliefs.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
