Collections Specialist
🇺🇸 United States
CRM
Management
Finance
Machine Learning
Design
Social Media
Project Management
Sales
Excel
Mental Health
$49,937 - $66,097
Collections Specialist
from 🇺🇸 United States
$49,937 - $66,097
ABOUT THE TEAMÂ
Basis' Finance team employs our product, Basis, to invoice, reconcile, and recognize revenue—all from one platform. Their use case is a prime example of how dynamic, robust, and transformative Basis truly is. This passionate and highly efficient team embodies Raving Fan service with their customers and colleagues by striving for excellence and accuracy in everything they do.Â
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WAYS YOU’LL CONTRIBUTEÂ
You will be reporting to the Manager, Collections and supporting the department in the processing of the company’s outstanding account receivables while managing an acceptable DSO. Â
You will provide backup assistance for the collections team when needed, researching payment issues, monthly account reconciliations, reporting, projects, and collections. You will contribute by:Â
Acting as a team lead for Collections Coordinator rolesÂ
Performing collections outreach for a portfolio of at least $40M, while always striving to exceed collection goals, lower DSO, and meet or exceed individual KPIsÂ
Having a sound judgment of industry, market trends, and internal processes to form an intelligent approach towards the escalation of collection issuesÂ
Researching and reconciling misapplied or unapplied cashÂ
Completing assigned month-end tasks accurately and timelyÂ
Strategically approaching customers to limit Basis' exposure and mitigate riskÂ
Accurately and consistently documenting all collections efforts in Basis' financial system, NetsuiteÂ
Performing daily cash application timely and with 100% accuracyÂ
Reviewing customers financial position and credit-worthiness using different tools and resourcesÂ
Providing backup coverage as neededÂ
Proactively engaging in periodically reviewing and updating existing policies and proceduresÂ
Providing Raving Fan service to customers and colleaguesÂ
Working with Billing and Sales to resolve customer issues timelyÂ
Assisting with special projects for the Manager or Director as neededÂ
WHAT YOU BRING TO THE TABLE
Thoughtful approach to collaboration, design, and decision-making that prioritizes equity, access, and continuous learning.Â
Commitment to creating inclusive, respectful environments where all voices are valued and supported.Â
2-3 years of relevant work experienceÂ
College degree in Business, Finance, Accounting, or similarÂ
Previous strong cash application and credit card experience, at least 2-3 years of working knowledgeÂ
Previous accounts receivable and collection experience, at least 2-3 yearsÂ
Strong negotiating and problem-solving skillsÂ
Excellent written and oral communication skillsÂ
Strong knowledge of excel. Â
BONUS POINTS
- Spanish bilingual skills are a plus, but not required.
