Credit & Collections Specialist
Platform Science- Full Time
- Junior (1 to 2 years)
Candidates should possess a Bachelor’s degree in Finance, Accounting, or a related field, along with a minimum of 7 years of experience in collections and credit analysis. Strong knowledge of customer account aging analysis, credit and debit clearance, adherence to collection protocols, and understanding of ERP systems such as Zuora, Salesforce, and NetSuite is required. Experience with customer portals like Coupa and Ariba is also necessary, as is familiarity with dunning procedures and collection tools. Knowledge of SOX audits, collections reports, and participation in projects and processes is beneficial.
The Senior Collections Analyst will oversee a global portfolio of accounts, efficiently interact with global clients to collect balances on invoices, and maintain account status as “standard” while resolving disputes. They will also timely collect cash from customer accounts, assess creditworthiness, minimize bad debts, ensure contract compliance, and recommend legal action when appropriate. This role involves managing the entire portfolio of accounts, including delinquency, write-offs, credit memos, and additional interest, conducting pre-sale credit risk evaluation, preparing credit approval recommendations, and working with cross-functional teams such as Sales, Sales Ops, Tax, Cash Apps, Legal, and Billing. The Analyst will identify the right point of contact to secure payments, maintain healthy business relationships with customers, prepare reports, and conduct due diligence before taking collection actions, while continuously improving processes and achieving target-driven objectives.
Digital customer engagement and communication tools
LivePerson provides businesses with tools to engage with their customers through digital channels. Their main product, LiveEngage, facilitates real-time interactions via live chat, messaging, and AI-driven bots across various platforms like websites, mobile apps, and social media. LivePerson's subscription-based model allows clients to access a suite of tools, including APIs and SDKs, to manage customer interactions and analyze performance. Unlike competitors, LivePerson focuses on enhancing customer experience with features like "click to message" and "click to chat," which enable direct communication from digital platforms. The company's goal is to improve customer service and engagement for businesses, ultimately leading to increased sales and satisfaction.