Collections Specialist II

Job Description: Summary To be successful in this Collections Specialist role, candidates should bring hands-on collections experience within a SaaS, FinTech, or enterprise technology environment, including responsibility for managing large customer portfolios with Accounts Receivable balances in the millions of dollars. We encourage individuals whose experience aligns with these qualifications to apply. Responsibilities Manage collections activities for an assigned portfolio of enterprise SaaS and/or FinTech customers, ensuring timely payment of outstanding invoices and achievement of monthly cash collection targets across a high-value portfolio totaling millions of dollars in Accounts Receivable. Review and analyze Accounts Receivable Aging Reports; proactively contact past-due customers and execute escalation and service hold processes as required. Perform customer account reconciliations, including procurement portals such as Ariba and Coupa, to identify and resolve root causes of non-payment. Resolve billing and contract disputes in coordination with internal stakeholders to remove payment barriers while preserving customer relationships. Maintain accurate and complete account records in Workday; prepare Accounts Receivable and collections reports for the assigned portfolio as directed. Partner with cross-functional teams to improve operational efficiency, accelerate cash flow, and reduce Days Sales Outstanding (DSO). Leverage prior experience supporting large-scale enterprise customer portfolios in complex SaaS and/or FinTech environments to drive collection performance and cash flow objectives. Provide backup support to colleagues and contribute to team projects and continuous improvement initiatives as assigned. Required Qualifications 3-5 years of collections experience within a SaaS, FinTech, enterprise software, or enterprise technology organization managing customer portfolios with Accounts Receivable balances in the millions of dollars. Demonstrated success managing and collecting on large, complex enterprise customer portfolios with multi-million-dollar exposure. Proficiency with an ERP system; Workday Finance strongly preferred. Solid working knowledge of the order-to-cash cycle and foundational GAAP concepts. Ability to review and interpret customer contracts in relation to financial obligations and payment terms. Experience reconciling customer procurement portals, including Ariba and/or Coupa. Ability to embrace and utilize AI-enabled tools and emerging technologies to improve operational effectiveness, automate repetitive tasks, enhance data analysis, and drive continuous process improvement within finance, accounts receivable, or collections functions. Strong written and verbal communication skills, with demonstrated ability to engage internal and external stakeholders effectively. Proficiency in Microsoft Office, with emphasis on Excel and Word. Preferred Qualifications Bachelor's degree in Business, Finance, or Accounting. Equivalent combination of education, training, and relevant professional experience accepted in lieu of a formal degree. 3-5 years of customer-facing or account management experience in a service-oriented environment. Prior experience in the software or professional services industry. Ability to manage competing priorities, work independently, and make sound decisions in a fast-paced environment.

COMMENTS:

The above statements are intended to describe the general nature and level of work being performed by individuals in this position. Other functions may be assigned, and management retains the right to add or change the duties at any time. Vertex Values: Together We Win We're building a team of people who are passionate about making an impact for our customers and committed to how that impact is achieved. Our values define the behaviors, mindset, and culture that make Vertex a great place to grow and do meaningful work. Play to Win or We Don't Play — If we choose to do something, we're choosing to do it because we plan to win. That mindset raises our bar on product quality, customer outcomes, and how we show up for one another. Work As a Team, Putting the Customer At the Core — Our customers are our true north. Whatever your role, ask: how will this help a customer succeed today? We earn trust through outcomes, not promises. Achieve Excellence With Integrity, Speed, and Agility — The market isn't slowing down. We'll move faster, adapt quickly, and never compromise on doing things the right way — for teammates, customers, and partners. Innovate Boldly With a Growth Mindset — Progress demands smart risk. We'll try new approaches, learn fast, and keep pushing the boundaries — especially where AI can remove friction and unlock value. Communicate with Care, Candor and Transparency — Honest, constructive conversations make us better. Let's speak plainly about what's working and what isn't and help each other improve. Pay Transparency Statement: US Base Salary Range: $47,000.00 - $61,100.00 Base pay offered to new hires may vary based upon factors including relevant industry and job-related skills and experience, geographic location, and business needs.* The range displayed does not encompass the full potential of the role, which allows for further growth and career progression. In addition, as a part of our total compensation package, this role may be eligible for the Vertex Bonus Plan (VOB), a role-specific sales commission/bonus, and/or equity grants. Learn more about Life at Vertex and connect with your recruiter for more details regarding Vertex's compensation and benefit programs. *In no case will your pay fall below applicable local minimum wage requirements.