Collections Specialist
About the role
KBX is seeking a Collections Specialist to join our team supporting customer accounts and cash flow operations. In this role, you will partner with customers and internal stakeholders to resolve outstanding balances, improve payment performance, and drive process efficiency. The successful candidate will leverage strong communication, problem-solving, and analytical skills to create value while providing exceptional customer experience.
Our Team
This team plays a critical role in supporting the company's financial health by driving timely collections, resolving customer account issues, and optimizing cash flow. Team members partner closely with customers and cross-functional stakeholders to solve problems, improve processes, and create long-term value for the business.
Responsibilities
- Ensure that customers adhere to established payment terms through account monitoring and action.
- Contact customers by phone, email, and customer portals to secure payment commitments, confirm remittance details, and resolve account discrepancies.
- Manage a portfolio of customer accounts and execute timely follow-up on past-due invoices.
- Collaborate with internal partners to identify customer disputes and escalate appropriately to reduce and resolve payment delays.
- Prepare portfolio updates and aging commentary.
- Escalate high-risk accounts, repeat nonpayment, and change in payment behavior to leadership.
Basic Qualifications
- Experience communicating with internal and external stakeholders to resolve issues and achieve outcomes
- Experience leveraging AI in a professional environment OR experience in process transformation and/or process automation
- Experience in collections, accounts receivable, credit, billing, customer service, or a related finance function
- Experience working with Microsoft Excel and business systems to analyze account information
Preferred Qualifications
- Experience in a role supporting Ocean, or Freight Forwarding, or Less-Than-Truckload (LTL), or Full Truckload, or Rail Transportation
- Degree in Accounting, Finance, Logistics Business, or a related field
- Experience managing business