Credit & Collections Specialist

About the role

The primary responsibility of this role is to ensure the timely collection of client invoice payments. The position will manage the end-to-end cash collection process by leveraging global collection templates and best practices to effectively engage clients and secure payments.

• Prepare and present risk reports to Finance and Sales Leadership monthly, ensuring sales teams receive timely and accurate updates regarding all outstanding risk invoices associated with their accounts.
• Perform client account reconciliations and provide statements to clients as required.
• Investigate and resolve potential invalid contact information when clients do not respond to communications.
• Consistently achieve or exceed monthly and quarterly collection targets.
• Maintain a thorough understanding of, and comply with, all corporate guidelines related to pricing, legal matters, product standards, SOX compliance, and country-specific regulations.
• Proactively participate in Team NCVI projects aimed at enhancing invoice accuracy and presentation, as well as improving collection efficiency.
• Offer recommendations for departmental improvements in alignment with company and departmental objectives.
• Demonstrate strong self-motivation, reliability, and accountability while solving problems that require thoughtful analysis and creative solutions.
• Effectively adopt and apply new tools, technologies, and methodologies to improve outcomes and efficiency.
• Collaborate actively across diverse, cross-functional teams and adapt communication styles to meet the needs of different stakeholders and situations.
• Accurately and promptly document collection notes in Oracle Fusion based on incoming client communications, adhering to global standards and established SLAs.
• Retrieve and provide clients with copies of requested documentation in a timely manner.
• Identify and engage the appropriate internal departments and stakeholders to update or reissue invoices as needed, based on information received from clients or their designated sales representatives.
• Escalate and reassign transactions that meet global risk criteria to the appropriate stakeholders for further action.
• Initiate collections inquiries using approved email templates to contact clients and obtain payment commitments for overdue invoices, at a minimum frequency of every 15 days or as directed by management.
• Upon completion of invoice updates, ensure the client receives the revised invoice copy directly or coordinate with the Portal Team to submit the updated invoice to the client within 48 hours.
• Escalate to Collections Management for any invoice delays that fall outside of Order Management and Billing SLAs.
• Respond to sales team inquiries within established SLAs.

Qualifications

• Proficient in all Microsoft Platforms.
• Oracle and CRM system knowledge is a plus.
• 3 or more years of related office experience in one of the following areas: Customer Service, Collections, Sales Support.
• Excellent oral and written communication skills, with the ability to engage diverse audiences across levels, cultures, and geographies; a strong listener with exceptional interpersonal, tact, and customer service skills who builds trusted business relationships.
• Highly self-directed with strong initiative, excellent time management, and the ability to perform effectively in fast-paced, high-pressure, and constantly changing environments while meeting tight deadlines.
• Detail-oriented with strong analytical and problem-solving skills; a collaborative, reliable team player who contributes effectively to team settings.

What We Offer

• Outstanding Work Culture: Immerse yourself in an upbeat, positive culture where integrity, objectivity, collaboration, and results are paramount.
• Career Development: We are committed to helping you meet your professional goals and advance within the company. Your growth is our priority.
• Industry-Leading Training: Gain exposure to top-tier training and development programs designed to enhance your skills and knowledge.
• Performance-Based Recognition: Enjoy recognition and rewards based on your performance, motivating you to excel and achieve your best.
• Flexible Work Environment: Benefit from a flexible work environment that supports work-life balance and accommodates your needs.

Who are we?

We are Gartner, the world authority on AI. At Gartner, you’ll join a company at the very center of the AI revolution. Gartner has proactive, objective guidance throughout clients’ AI journeys. We set the standard for how organizations leverage artificial intelligence to drive meaningful impact. You’ll have access to unmatched resources, expertise, and technology, and play a key role in helping Gartner and our clients innovate and grow as we leverage AI to transform business and technology landscapes.

What makes Gartner a great place to work?

• Our vast, virtually untapped market potential offers limitless opportunities – opportunities that may not even exist right now – for you to grow professionally and flourish personally.
• We hire remarkable people who collaborate and win as a team. Together, our singular, unifying goal is to deliver results for our clients.
• We are committed to being an Equal Opportunity Employer and offer opportunities to all job seekers, including job seekers with disabilities.

What do we offer?

• World-class benefits, highly competitive compensation and disproportionate rewards for top performers.
• A hybrid work environment that provides flexibility and support for you to thrive.
• Reasonable estimate of the base salary range for this role is 41,000 USD - 57,000 USD.
• Annual bonus plan based on company and individual performance, or a role-based, uncapped sales incentive plan.
• Market-leading benefit programs including generous PTO, a 401k match up to $7,200 per year, the opportunity to purchase company stock at a discount, and more.