Collections Specialist (B2B)
Datasite

Job Info

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Datasite is where deals are made. We provide the data rooms and SaaS technology used in M&A and other high-value transactions, to deliver projects in more than 170 countries. Carrying that success into the future is all about you. Your useful skills, your unusual experience, your unique ideas. Everyone here brings something unexpected. What's yours? Invest your talents in us, and we'll return the compliment.

Job Description:

Datasite's Credit & Collections Team is committed to maintaining profitability through timely resolution and proper attention to Datasite's receivables while preserving our customer relationship with the utmost integrity and confidentiality.

The Collections Specialist will be responsible for B2B collections and must possess strong critical thinking and decision-making skills. The ideal candidate will have strong communication, collaboration, and problem-solving abilities.

Responsibilities:

• Performs a wide variety of credit and collection functions.
• Provides customer service-based contact with external customers to resolve payment.
• Coordinates and clearly communicates with external customers as well as internal customers in our sales, billing, accounts receivable, and operations departments.
• Prepares reports on status of collections items.
• Participates in collections conference calls and meetings with sales, collections, billing, and management.
• Attends and participates in staff meetings and training as provided.
• Maintains open accounts receivable aging reports and works to secure the timeliness of payments.
• Conducts strategic escalations of accounts through the GetPaid Collections system.
• Reviews and monitors delinquent accounts.
• Uses investigative and problem-solving skills to resolve issues.
• Maintains records on credit risks, delinquent accounts, and incomplete files.
• Maintains on account cash and processes necessary forms for write-offs and refunds following set procedures.

Qualifications:

• Demonstrates service orientation with a desire to exceed customer service expectations
• Excellent interpersonal and communication skills
• Adaptable and flexible with a positive attitude to a fast-paced, changing work environment
• Ability to collaborate within a team environment
• Proven ability to multitask in a time sensitive and deadline driven work environment
• Self-motivated and proactive, understands customer service levels and strives to achieve them daily across all projects
• Demonstrates strong work ethic

Education & Experience:

• Minimum 3+ years related collections work experience.
• Salesforce, SharePoint, GetPaid experience preferred.
• High school diploma required. Post-secondary education a plus.
• Intermediate Excel proficiency required.
• Excellent customer service skills and ability to build relationships with internal and external customers.
• Excellent organization skills.
• Detail-oriented.
• Ability to demonstrate a high level of confidentiality.

This job has expired.