What are the responsibilities and job description for the Collections Specialist position at Reveal?
Job Description
Position: Collections Specialist
Reports To: Sr Financial Analyst
Location: Chicago, IL
Job Overview:
We are seeking a detail-oriented and proactive Collections Analyst to join our finance team. The ideal candidate will be responsible for managing and resolving customer billing and usage discrepancies while utilizing Salesforce for contract information and NetSuite for invoice details. This role requires a blend of analytical skills, customer service expertise, and familiarity with financial software to ensure efficient collections and accurate account management.
Responsibilities & Duties
- Monitor and analyze accounts receivable aging reports to identify overdue accounts and prioritize collections efforts.
- Prepare and maintain detailed records of customer interactions, resolution actions, and follow-up activities.
- Monitor and analyze accounts receivable aging reports to identify overdue accounts and prioritize collections efforts.
- Prepare and maintain detailed records of customer interactions, resolution actions, and follow-up activities.
- Respond to customer inquiries regarding billing and usage discrepancies in a professional and timely manner.
- Communicate effectively with customers to resolve issues related to invoices, payments, and account balances.
- Access NetSuite to retrieve and analyze invoice data, ensuring that all billed amounts are correct and align with contract terms.
- Utilize Salesforce to access and review customer contracts, ensuring accurate understanding of billing terms and conditions.
- Respond to customer inquiries regarding billing and usage discrepancies in a professional and timely manner.
- Communicate effectively with customers to resolve issues related to invoices, payments, and account balances.
Education & Experience
- Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
Characterstics
- Strong English communication skills, both written and verbal, with the ability to handle sensitive customer interactions and articulate complex information clearly.
- High level of organizational skills and a proactive approach to problem resolution.
- Ability to work independently and manage multiple priorities in a fast-paced environment.
- Strong analytical and problem-solving skills, with a keen attention to detail.
Benefits and Perks including but not limited to:
- 401k match program
- Comprehensive health benefits (Medical, Dental, Vision, and HSA/FSA)
- Group Term Life Insurance and Voluntary Life Insurance option
- Paid holidays
- Paid vacation, sick, and personal days
- FSA dependent care benefit
- Childbirth recovery and bonding leave policies
- Short and long-term disability benefits
- Access to onsite gym and recreational area at our Chicago office
- Friendly, collaborative, in-office work environment with ample opportunity for professional development.
For Illinois-based roles, the budgeted annual salary range is $51,000 to $60,000. Compensation for this role will depend on a number of factors, including a candidate’s qualifications, skills, competencies, and experience, and may fall outside of the range shown. Reveal offers a competitive total rewards package, which includes the Benefits and Perks set forth above.
This job description reflects the present requirements of the position. As duties and responsibilities change and develop, the job description will be reviewed and subject to amendment.
Hiring Policy
This job description reflects the present requirements of the position. As duties and responsibilities change and develop, the job description will be reviewed and subject to amendment.
Reveal is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Reveal does not discriminate in employment on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factor.
Reveal considers candidates with existing visas but does not sponsor new visa applications.
Reveal considers candidates with existing visas but does not sponsor new visa applications.
Salary : $51,000 - $60,000