Collections Specialist

Job Description

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.

• 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.

Experience

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.

• Experience with Coupa or Ariba.
• Related certifications.

Benefits

Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Everforth Apex team member can provide.

About the Role

The National Accounts Collections Specialist plays a crucial role in ensuring timely and accurate payment from key national and strategic accounts. This role involves managing a portfolio of accounts, resolving billing issues, and maintaining strong customer relationships.

Responsibilities

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.

Requirements

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.

Qualifications

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.

• Experience with Coupa or Ariba.
• Related certifications.

Benefits

Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Everforth Apex team member can provide.

Pay

The pay for this role is competitive and commensurate with experience.

Schedule

The schedule for this role is typically full-time, with occasional evening and weekend work required to meet deadlines and handle customer inquiries.