:

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 current & 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, qualified, 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 (India)
🏢 CAI Software
📍 India