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.
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