Collections Specialist

Collections Specialist

The National Accounts Collections Specialist is responsible for managing and collecting outstanding balances from key national and strategic accounts. This role focuses on maintaining customer relationships while ensuring timely payment, minimizing delinquency, and supporting cash flow objectives. The specialist works cross-functionally with sales, operations, and finance teams to resolve billing issues and drive account resolution.

Key Responsibilities

• Manage a portfolio of national and high-value customer accounts to ensure timely collection of outstanding invoices.
• Proactively contact customers regarding past-due balances via phone and email correspondence.
• Analyze aging reports and prioritize collection efforts based on risk and account status.
• Partner with Sales and Account Management teams to resolve disputes and billing discrepancies.
• Research and reconcile account issues, including short payments, unapplied cash, and disputed invoices.
• Maintain accurate documentation of all collection activities in internal systems.
• Monitor customer payment trends and escalate high-risk accounts as needed.
• Support month-end and year-end closing processes related to accounts receivable.
• Ensure compliance with company policies and applicable financial regulations.

Required Qualifications

A minimum of two years of experience in collections, accounts receivable, or credit management is required. Business-to-business (B2B) experience and experience handling large or national accounts is preferred.

Technical Skills: Proficiency with Microsoft Excel, Outlook, and NetSuite is required.

Skills: This role requires communication and personal skills, an understanding of billing, invoicing, and cash application processes, and analytical and problem-solving abilities. The ability to manage multiple accounts and priorities in a fast-paced environment is necessary.

Preferred Qualifications

• Experience with Coupa or Ariba.
• Related certifications.

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.