:

The role of the Credit & Collections Representative includes business-to-business collections, customer account reconciliation and general administration of a set account portfolios.

- Monitor, maintain and reconcile customer accounts; confer with customers by email and phone to determine reasons for non-payment and to review the terms of sales and service contracts;

- Advise customers of necessary actions and payment strategies; arrange payment plans for accounts with past due balances;

- Communicate professionally with customers via phone, e-mail, mail, and fax to minimize delinquency and arrange/ negotiate payment schedules when required;

- Identify disputed accounts through research and customer notification; then make recommendations to business leadership for optimum business solutions and follow dispute resolution to completion to secure payment;

- Research and work with Sales, Sales Ops, Finance, Business Unit and customers to resolve unapplied payments, deductions, and disputes via a dispute tracker technology;

- Monitor creditworthiness of new & existing customers using D&B; software and analyze financial statements;

- Prioritize work and focus efforts on accounts having the largest impact on collection performance metrics;





- Manage credit holds and recommend third-party collections as appropriate

- Provide weekly cash forecast updates;

- Consistently follow up with customers and follow established escalation paths to Sales, Service, and Business Unit management;

- Record information regarding the financial status of customers and the status of collection efforts; and

- Actively support team projects and goals;

Job Requirements:

- B.A. preferred but not required;

- 3+ years working in a full service credit/collection setting with heavy emphasis on collections;

- Ability to interface well with all levels (especially Sales, Customer Care, Finance/Accounting);

- Must be persistent, professional, assertive, courteous and understanding in dealing with both internal and external customers;

- Must possess excellent written and oral communication skills;

- Must be able to work independently and as part of a collections team;

- Ability to prioritize multiple tasks in a busy work setting;

- Proficiency with MS Office (particularly Excel, Word and Outlook);

- NetSuite experience is preferred; and experience with Salesforce.com and GetPaid a plus

📌 Credit & Collections Representative(Contract) (Bengaluru)
🏢 CAI Software
📍 Bengaluru