What are the responsibilities and job description for the Credit/Collections Specialist - Addison, TX position at Pivotal Solutions?
Credit/Collections Specialist:
Job Overview
Will oversee the accounts receivable portfolio of approximately $100 million and manage all credit, collections, and customer account functions. This position is responsible for establishing sound credit policies, improving cash flow, reducing DSO, working closely with the Sales and Accounts Receivable teams and focused on billing accuracy, collections, and customer satisfaction.
The ideal candidate is analytical, process-oriented, and skilled in negotiation — someone who thrives in a fast-paced, high-volume environment and can balance customer relationships with disciplined credit management.
Responsibilities
- Manage the company’s credit and collections activities across all operating regions.
- Develop, document, and maintain credit policies and procedures to ensure consistent application and risk control.
- Oversee the accounts receivable aging report, follow up on overdue accounts, and drive timely collections.
- Partner with Sales, Operations, and Accounting to resolve billing disputes and improve payment turnaround.
- Track and report key AR metrics including DSO, bad debt, and cash collections performance. Be laser focused on reducing billing lags and reducing DSO.
- Assist with external audits, reconciliations, and credit-related compliance reviews.
- Identify and implement process improvements and automation opportunities within the AR workflow.
Requirements
- Bachelor’s degree in Accounting, Finance, or Business preferred.
- 5 years of credit and collections experience, including working with Sales, Operations and Accounting teams.
- Experience managing large AR portfolios ($50M ), preferably in oil & gas, energy, or industrial B2B.
- Strong knowledge of QuickBooks or similar accounting systems.
- Advanced Microsoft Excel and data analysis skills required.
- Excellent communication, negotiation, and interpersonal skills.
- Proven ability to multi-task and prioritize in a fast-paced environment.
- High attention to detail, confidentiality, and professional judgment.