Account Specialist II, Collections
Forward FinancingSalary not specified
- Full Time
- Junior (1 to 2 years)
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Credit & CollectionsIndustries
Requirements
Candidates should possess a Bachelor’s degree in Finance, Accounting, or a related field, and approximately 3-5 years of direct experience in a credit & collections team, along with experience working closely with a cash application team. They should have significant customer A/R portfolio management experience and demonstrated experience in effectively reducing aged A/R through active collections, as well as a demonstrated understanding of key Credit & Collections KPIs such as DSO and CEI.
Responsibilities
The Credit & Collections Specialist will review sales orders on credit hold for approval, proactively analyze aged A/R balances and contact customers to develop payment plans, process credit card transactions and monitor auto-pay activity, log all customer contacts and collection activities into a collection software system, make recommendations on monthly customer credits and bad debt reserves, liaise between the customer and various cross-functional teams to resolve open balances, and complete month-end and quarter-end deliverables in a timely manner, consistently improving productivity and efficiency through process improvement initiatives and change management.
Skills
Credit Management
Collections
Accounts Receivable
Customer Service
Credit Analysis
Cash Application
KPIs Improvement
Credit & Collections Processes
Platform Science
Fleet management solutions for large operators
About Platform Science
Platform Science offers a configurable open platform for the transportation industry, focusing on telematics and fleet management solutions. Their products include a connected vehicle platform, mobile device management, and a fleet management portal, which help large fleet operators transition from outdated systems to more advanced technology. These tools enable fleet operators to manage mobile devices and applications, monitor operations, and ensure safety and maintenance through a single portal. Unlike competitors, Platform Science emphasizes ease of use and quick deployment, making it accessible for clients. The goal is to enhance efficiency, improve the driver experience, and provide future-proof solutions for fleet management.
Key Metrics
San Diego, CaliforniaHeadquarters
2015Year Founded
$350.1MTotal Funding
LATE_VCCompany Stage
Automotive & Transportation, Enterprise SoftwareIndustries
201-500Employees