Collections Analyst

Job Category

Finance

Job Details

**About Salesforce**

We’re Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too — driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good - you’ve come to the right place.

Collectors are directly responsible for ensuring that the accounts receivable portfolio is converted into cash, thereby positively impacting Salesforce’s cash flow through their efforts in directly collecting payments from customers. Healthy cash flow is looked upon by the investment community as both an efficiency and finance measure, which translates into a component of our stock price. Healthy cash flow funds operating expenses as well as investments in research and development, enabling us to fuel our growth.

As the Accounts Receivable for the company continues to grow in dollar amount as well as the number of invoices, we continue to need additional collector bandwidth. This position will be assigned an individual Accounts Receivable portfolio in which they will be accountable.

**Responsibilities**:

- Facilitate customer payment by providing necessary documentation, such as invoices or payment instructions, to the customer.
- Resolve billing disputes by collaborating with Sales Operations, Sales teams, and other internal departments as needed.
- Escalate collection accounts with significant payment issues to Collection and Sales management.
- Work with credit analyst on financial distress accounts
- Negotiate payment plans for accounts in financial distress and ensures approval for the plan according to the established approval matrix.
- Perform a series of collection activities in accordance with Salesforce's collection policy and processes. These actions may include; e scalate and ensuring to obtain approval for suspension warning sending, p erforming account suspension on delinquent accounts in compliance with the specified policy, following the required collection activities and p roviding suspended account information to Write Off and Bad Debt team
- Participate in process improvement projects as assigned
- Provide reports on assigned portfolio as requested to collection management
- Ensure compliance with all company policies
- Provide training as requested

**Required Skills**:

- Two years of collections experience in a high growth environment or equivalent experience and education.
- Good customer relationship skills to manage a variety of customer interactions
- Demonstrated initiative
- Thrives in a team environment with the a bility to work independently
- Demonstrated participation in process improvement initiatives and/or project management experience
- Ability to excel in a fast growing/fast paced environment delivering accuracy while managing to deadlines
- Proficiency in effectively using Microsoft Suite of tools. Knowledge of Salesforce system is a plus

Accommodations

Posting Statement

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