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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in B2B collections, including account investigations, payment follow-up, and dispute resolution, while effectively communicating in both English and Spanish. Proficient in managing competing deadlines and maintaining accurate documentation within financial processes.
Highest-signal resume keywords
B2B Collections ExperienceInvoice ManagementPayment Follow-UpDispute ResolutionSalesforce Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account InvestigationsPayment PlansAR ReconciliationBilling DisputesInvoice PreparationPayment ProcessingThird-Party CollectionsFinancial DocumentationCustomer Financial Information ManagementPayment Commitments
Soft Skills
Active ListeningCustomer ServiceTactful NegotiationResourcefulnessPersistence
Tools & Technologies
SalesforceSage IntacctStripe
Industry Keywords
Commercial AccountsPayment RemindersAging ReportsClient-Specific SystemsService-Based Invoicing
About the role
Key responsibilities & impact- Own a portfolio of aging commercial accounts from investigation through verified resolution
- Work daily queues of calls, emails, voicemails and payment reminders
- Investigate nonpayment using invoice histories, payment records, account notes and prior communications
- Research alternate Accounts Payable contacts, billing departments and decision-makers
- Secure payment commitments, follow up on missed promises and negotiate within approval limits
- Handle difficult accounts, disputed invoices and conflicting records
- Prepare documentation for third-party collection referrals
- Maintain accurate Salesforce notes on commitments, contacts, deadlines and next steps
- Answer Finance and collections calls in English or Spanish
- Explain balances, invoices, billing questions and payment options
- Verify recipients and account details before sharing financial information
- Return voicemails and emails and document conversations
- Own disputes, payment issues, suspensions and cancellations through verified resolution
- Collaborate with Sales, Customer Service, Customer Success and Finance to remove payment barriers
- Escalate issues with recommended next steps and retain ownership until resolution or formal transfer
- Prepare, verify and send invoices with accurate customer data and payment terms
- Apply payments, research unapplied payments and invoice discrepancies, and assist with approved adjustments
- Set up and maintain payment plans
- Review daily AR, aging, payment-plan and suspended-account reports, flag exceptions and document follow-up
Requirements
What you’ll need- Proven commercial (B2B) collections experience, including account investigations, alternate-contact research, payment follow-up and dispute resolution
- Experience collecting from US businesses is a strong plus
- Professional spoken and written English and Spanish, assessed live
- Hands-on experience with invoices, payments, balances, billing disputes and confidential customer financial information
- Strong active listening, customer service and tactful negotiation skills
- Resourcefulness and persistence in identifying root causes and next steps
- Ability to manage competing deadlines, document accurately and follow instructions without repeated reminders
- Ownership through verified resolution and good judgment about when to escalate
- Availability during US business hours
- Reliable phone and internet connection
- Quiet, professional space for live calls
- Client-specific systems and processes will be trained
- Salesforce, Sage Intacct or Stripe experience is nice to have
- Subscription or service-based invoicing experience is nice to have
- Payment plans and AR reconciliation experience is nice to have
- Third-party collections referrals experience is nice to have
Benefits
Comp & perks- Fun, inclusive, innovative culture that values unique contributions and supports professional growth
- Daily opportunities to learn, innovate, and excel
- Career growth opportunities and resources
- High-energy, engaging work atmosphere
- Work from home or any location of your choice
- Work-life balance without stressful commutes
