Robert Half Corporation Jobs

Description

We are seeking a detail-oriented Collections Analyst to join our team in the IT Software industry based in Pleasanton, California. The primary function of this role involves handling customer accounts, processing credit applications, and resolving customer inquiries in a timely manner. This role offers a contract to hire employment opportunity.

Responsibilities

• Oversee the processing of customer credit applications with accuracy and efficiency.

• Maintain and manage accurate records of customer credit.

• Handle and resolve customer inquiries regarding their accounts.

• Monitor customer accounts and take appropriate actions as necessary.

• Manage a significant number of active customer accounts and track their invoice statuses.

• Send out suspension letters, final demands, and route to 3rd party collectors as needed.

• Manage and monitor the AR inbox and ageing bucket.

• Collaborate with sales teams on the best approach to certain customers and escalate any issues as needed.

• Apply customer payments to open invoices and assist with other accounting team tasks during month-end close.

• Utilize Excel for V Lookups and Pivot Tables, and use SAAS or NetSuite for tracking and managing customer accounts.

• Proactively contact customers with past due invoices and request for prompt payments.

• Identify and make recommendations for write-offs and follow up with collections agencies on accounts that need attention.

Requirements

• Proficiency in accounting functions and accounts receivable (AR)

• Experience in executing billing functions and managing cash activity

• Knowledge and experience in commercial collections and B2B collections

• Strong understanding of collection processes and strategies

• Proficiency in using Excel formulas and Microsoft Excel for data analysis

• Experience using NetSuite or similar financial software

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .