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Collections & Customer Support Specialist
Coconut Careers. Review invoices and customer contacts in Upflow .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in accounts receivable collections and customer support, with a strong focus on customer retention and problem-solving. Proficient in using Upflow and other relevant tools to manage invoices, support tickets, and customer inquiries effectively.
Highest-signal resume keywords
Accounts Receivable CollectionsCustomer SupportUpflow ExperiencePayment ConversationsProblem-Solving
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Invoice ReviewCollection CallsTicket ScreeningBasic TroubleshootingCustomer Retention Strategies
Soft Skills
PersistenceCustomer-FocusedFlexible Problem-Solving
Tools & Technologies
UpflowNutshellFreshdeskMS Suite
Industry Keywords
Accounts ReceivableCustomer SuccessPayment OptionsSupport Tickets
About the role
Key responsibilities & impact- Review invoices and customer contacts in Upflow
- Follow Upflow’s automated email cadence and conduct persistent collection calls
- Answer inbound customer support inquiries
- Help resolve basic account-access and product issues
- Screen and prioritize support tickets
- Assign or escalate tickets to the appropriate customer success representative
- Conduct payment conversations with a customer-retention focus
- Explore payment options beyond overdue-payment reminders
Requirements
What you’ll need- Work accounts receivable collections: review invoices and customer contacts in Upflow, follow automated email cadence, and make persistent collection calls
- Handle initial customer support: answer inbound inquiries, assist with basic account-access or product issues, screen and prioritize tickets, and assign or escalate them to the appropriate customer success representative
- Approach payment conversations with customer retention in mind, exploring options rather than relying only on overdue-payment reminders
- Some sales experience is good to have
- Experience with Upflow or a similar AR system is good to have
- Persistent and comfortable making collection calls
- Technically self-sufficient and able to troubleshoot basic issues while working remotely
- Customer-focused, with flexible problem-solving in payment conversations
- Experience with Upflow (AR), Nutshell (CRM), Freshdesk (support tickets), and MS Suite (Outlook and Teams)
- English resume and CEFR English proficiency level required for the application
- Full-time availability, 40 hours/week
- Availability during PDT business hours
- Must complete a Coconut VA profile, one-minute introduction video, and application instructions
Benefits
Comp & perks- Competitive Salary
- 13th Month Pay
- 12 days of PTO
- 12 paid US holidays
- Maternity & Paternity Leave
- Comprehensive Healthcare
- Life Insurance
- Mental Health Support
- Milestone Gifts & Birthday Treats
- Island getaways, virtual town halls, and regional meetups
- Supportive professional network for learning, growth, and connection