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CrewBloom

Collections and AR Specialist

CrewBloom

. Own a portfolio of aging commercial accounts from investigation through verified resolution .

Posted 11/10/2026full-timeRemote • PhilippinesMid-LevelSeniorWebsite

Core Competencies

Role fit
Core 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

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Applicant 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