CSR - Collections Specialist

In this role, you will be responsible for…. What you'll be doing

Managing the complete collections cycle for assigned accounts, from initial outreach through resolution or escalation

Crafting professional, clear email communications to customers regarding past due balances, payment plans, and account status

Maintaining detailed account notes documenting all customer interactions, commitments, and next action plans with specific follow-up dates

Making independent judgment calls on when to escalate complex disputes, payment issues, or at-risk accounts to management

Reviewing signed contracts for accuracy and identifying discrepancies that may impact billing inquiries

Proactively monitoring aging reports and completing weekly reviews of delinquent accounts to prioritize collection efforts

Responding to customer inquiries in Service Cloud with empathy and professionalism while protecting company interests

Collaborating cross-functionally with Sales, Support, and Billing teams to resolve billing issues and prevent future disputes

Contributing to process improvements and assisting with special projects as needed Qualifications Required:

2+ years of collections or accounts receivable experience, preferably in SaaS or subscription-based business

Proven ability to work independently with minimal supervision and meet collection targets

Excellent written communication skills with experience crafting professional, persuasive customer emails

Strong attention to detail in maintaining accurate, comprehensive account documentation

Sound judgment in escalating issues appropriately—knowing when to persist and when to elevate

Experience reviewing contracts and resolving billing disputes

Proficiency in Excel/Google Sheets for analysis and reporting

Experience with payment processing platforms or billing systems

Comfortable navigating ambiguity and making decisions with incomplete information Nice to have:

Experience with Salesforce CRM and Service Cloud ticketing system

Familiarity with SaaS billing models Nice to have:

Experience with Salesforce CRM and Service Cloud ticketing system

Familiarity with SaaS billing models Nice to have:

Experience with Salesforce CRM and Service Cloud ticketing system

Familiarity with SaaS billing models Nice to have:

Experience with Salesforce CRM and Service Cloud ticketing system

Familiarity with SaaS billing models

Job Type: Full-time