Credit & Collections Analyst

Job Category

Finance

Job Details

**About Salesforce**

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.

Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place Agentforce is the future of AI, and you are the future of Salesforce.

We're looking for a motivated and meticulous Credit & Collections Analyst to join our team

You will be responsible for managing the full accounts receivable lifecycle, ensuring the accuracy and efficiency of operations, monitoring incoming payments, and securing revenue. This position requires strong organisational skills, a high degree of accuracy, and the ability to maintain positive relationships with internal and external stakeholders.

**Core Responsibilities**:

- Maintain the billing system with up-to-date information.

- Generate and dispatch accurate invoices to customers in a timely manner.

- Follow up on, collect, and accurately allocate incoming payments.

- Execute billing, collection, and reporting activities in accordance with specific deadlines.

- Perform regular account reconciliations to ensure ledger accuracy.

- Monitor customer account details for non-payments, delayed payments, and other irregularities.

- Research and resolve payment discrepancies and customer queries promptly.

- Generate and analyse AR aging reports.

- Review AR aging reports to ensure compliance with company policy.

- Maintain organised and accurate accounts receivable customer files and records.

- Adhere to established procedures for processing receipts, cash, and other payment forms.

- Process credit card payments and prepare bank deposits.

- Investigate and resolve customer inquiries and disputes effectively.

- Process authorised adjustments and credit memos.

- Develop and implement a recovery system for accounts; initiate collection efforts as needed.

- Assist with month-end closing procedures and prepare relevant metrics and reports.

**Qualifications & Experience**:

- Proven working experience as an Accounts Receivable Specialist or in a similar capacity.

- Solid understanding of basic accounting principles, fair credit practices, and collection regulations.

- Demonstrated ability to calculate, post, and manage accounting figures and financial records.

- High proficiency in MS Office Suite, with advanced skills in Excel.

- Proficiency in English (both written and verbal) is required.

- Fluency in other languages is considered an asset.

**Skills & Competencies**:

- Exceptional attention to detail and a high degree of accuracy.

- Strong organisational and time-management skills.

- Excellent problem-solving and analytical abilities.

- Strong customer service and interpersonal communication skills.

- Ability to work independently and as part of a team.

- Demonstrated ability to work under pressure, and meet strict deadlines.

- Tenacious and results-oriented approach to collections.

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Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications - without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.