Credit and Collection Coordinator ensuring management of accounts receivable and compliance with internal policies. Leading team to improve processes and driving financial KPIs in Monterrey, Mexico.
About the role
- Collections Specialist responsible for managing customer inquiries and receivables at Motive. Utilizing tools to address billing issues and ensure timely collections.
Responsibilities
- Serve as the primary point of contact for customers regarding account balance (CM/DM/Payment/Invoice).
- Proactively and reactively address billing concerns, including subscription fees and one-time charges.
- Manage high call volumes, handling both inbound and outbound calls (100+ calls/day).
- Utilize Salesforce and Zuora to investigate and resolve payment issues.
- Analyse 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.
- Collaborate cross-functionally with Sales, Customer Success, and Fulfilment teams to resolve account issues and enhance customer satisfaction.
- Manage assigned accounts receivable portfolios with a focus on customer retention and timely collections.
- Follow and continuously improve Standard Operating Procedures (SOPs) for collections processes.
- Respond to and resolve customer support cases related to collections in a timely manner.
- Generate accurate reports and forecasts on collection performance.
- Maintain compliance protocols and data integrity across ERP and billing systems.
- Participate in ad hoc financial and operational projects as needed.
Requirements
- 1–2 years of experience in a collections or customer-facing role.
- Strong written and verbal communication skills.
- High level of attention to detail, organization, and vigilance.
- Ability to manage time effectively and work under pressure in a fast-paced environment.
- Proficiency with spreadsheets (Excel/Google Sheets) and strong computation abilities.
- Ability to adapt to shifting priorities and work independently or as part of a team.
- Willingness to work flexible hours, including overtime and rotating shifts as needed.
Benefits
- Health insurance
- Flexible working hours
- Career growth opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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