
Operations Portfolio Manager
1 day ago
Attract a skilled Collections Specialist to spearhead account receivable management and provide exceptional customer service. This role entails handling collections-related inquiries, leveraging billing expertise to resolve customer issues, and collaborating with cross-functional teams.
Key Responsibilities- Act as the primary point of contact for customers regarding account balances, invoices, and payment disputes.
- Proactively address billing concerns, including subscription fees and one-time charges, ensuring timely resolution.
- Manage high call volumes, handling both inbound and outbound calls, while maintaining accuracy and professionalism.
- Analyze and reconcile customer accounts, including reviewing historical invoices, payments, chargebacks, refunds, credits, and write-offs.
- Support the monthly close process by ensuring accurate period cutoffs and facilitating smooth financial operations.
- Collaborate with Sales, Customer Success, and Fulfilment teams to resolve account issues, enhance customer satisfaction, and drive business growth.
- Manage assigned accounts receivable portfolios, prioritizing customer retention and timely collections.
- Develop and maintain Standard Operating Procedures (SOPs) for collections processes, ensuring efficiency and effectiveness.
- Respond to and resolve customer support cases related to collections in a timely manner, providing excellent customer service.
- Generate accurate reports and forecasts on collection performance, enabling data-driven decision making.
- 1–2 years of experience in a collections or customer-facing role, demonstrating strong analytical skills and attention to detail.
- Excellent written and verbal communication skills, with the ability to articulate complex information clearly and concisely.
- High level of organization, vigilance, and time management skills, with the capacity to work under pressure in a fast-paced environment.
- Proficiency with spreadsheets (Excel/Google Sheets) and strong computation abilities, with a focus on accuracy and attention to detail.
- Ability to adapt to shifting priorities, work independently or as part of a team, and contribute to a collaborative and dynamic work environment.
- Experience in SaaS collections and Quote-to-Cash processes, with a deep understanding of billing and subscription workflows.
- Familiarity with Zuora, Salesforce, and Collections software, with the ability to leverage technology to streamline collections processes.
- Bachelor's degree in Accounting, Finance, or a related field, with a strong foundation in accounting principles and practices.
- Empathy and professionalism when engaging with customers, with a focus on building trust and resolving issues efficiently.
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