Collections Specialist
Collections Specialist
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Job Description
About this role:
The B2B (Business to Business) Collections Specialist is an integral part of the Credit & Collections team. Primary responsibility is to manage a highvolume collection portfolio by maintaining an acceptable payment pattern for each Client identifying and resolving invoice discrepancies and maintaining a good relationship with our customers and other key stakeholders. Initiate contact with the Client to ensure the Client pays for services within the terms of the contract. Evaluate Clients credit history to review approve or recommend terms for new business. Escalate risk to sales management outside counsel if delinquent. Support sales if the client dispute invoices or requires supporting documentation/ preparation of a statement. Maintain collections history in Oracle Fusion.
What youll do:
Understand and adhere to all corporate guidelines for pricing legal product SOX (Sarbanes Oxley) and countryspecific laws.
Evaluate credit history review and help Deal Hub prepare Sales Agreements with Sales for nonstandard terms before presenting to Client; provide updated language calculation of credits for rewrites and recommendations for edits or further approvals before submission to Client.
Start collections process through automated Fusion collections workflows combining direct collection efforts via phone and email to the Client.
Collections performance: responsible for collecting payment for assigned invoices measured on success of invoices collected in each aging category frequency of Client contact cash collected and managing unapplied cash and credits with refunds / applications.
Support B2B rolling regional portfolio of invoices handling < 600 transactions targeted at the beginning of each quarter
Responsible for 90/60/30/0 transactions documenting actions and touch points to meet target goals for receivable funds.
Frequency of interaction with client on invoice status (payment dates / Payment promises / issue resolution / etc.
Touchpoint Cadence: responsible for maintaining contact with Internal and External stakeholders to resolve payment measured on average of days since last contact by transaction utilizing Microsoft Word/Excel/PowerPoint and Outlook
Identify Client issues early and escalate to management and sales.
Provide recommendations for enforcing terms or preparing a payment plan directly with the Client.
Coordinate with the Order Management teams to validate Clients outstanding balance or refund any overpayment coordinating with Cash Applications
Coordinate with the Portal team to support electronically invoicing and collecting through Clients portals.
Preparation of credit memos and accurate coding depending upon the nature of the credit.
Provide monthly reports to management and Sales on all balances >$10K 60 days delinquent.
Meet and exceed all individual monthly & quarterly cash collection delinquency unapplied cash DTC & UTC targets.
Demonstrated ability to present updates to internal and external stakeholders as needed
Proficiency in Microsoft office Word Excel and PowerPoint
What youll need:
Associates Degree or equivalent work experience preferred.
3 or more years of related office experience in one of the following areas: Customer Service Collections Sales Support.
Proficient in Microsoft Word Oracle and a CRM system knowledge a plus.
Above average proficiency in Microsoft Excel (Creation of formulas sorting filtering and general spreadsheet manipulation)
Excellent oral and written communication skills.
Ability to communicate with a diverse audience at various levels and all countries and cultures within the organization.
Effective listening skills.
Excellent customer service skills.
Strong initiative.
Ability to work in a fastpaced highpressure environment.
Excellent time management skills and ability to meet tight deadlines.
Strong analytical and problemsolving skills.
Attention to detail.
Ability to adapt to a constantly changing environment.
Strong interpersonal skills.
Strong team player.
Ability to build strong internal/external business partnerships.
Who you are:
Motivated highpotential performer with demonstrated ability to influence and lead.
Strong communicator with excellent interpersonal skills.
Able to solve complex problems and successfully manage ambiguity and unexpected change.
Teachable and embracing of best practices and feedback as a means of continuous improvement.
Consistently high achiever marked by perseverance humility and a positive outlook in the face of challenges.
What we offer:
In addition to an outstanding work environment with rapid advancement potential Gartner associates enjoy exceptional compensation and benefits including:
An upbeat positive culture. Integrity objectivity collaboration results and a nolimits mindset are central to our values.
Limitless growth. We work with you to help you meet your goals and advance within the company.
Encouragement to be innovative and challenge statusquo.
Exposure to industryleading training and development.
Performancebased recognition and rewards.
#LICJ1
Who are we
At Gartner Inc. (NYSE:IT) we guide the leaders who shape the world.
Our mission relies on expert analysis and bold ideas to deliver actionable objective insight helping enterprise leaders and their teams succeed with their missioncritical priorities.
Since our founding in 1979 weve grown to more than 20000 associates globally who support 15000 client enterprises in 90 countries and territories. We do important interesting and substantive work that matters. Thats why we hire associates with the intellectual curiosity energy and drive to want to make a difference. The bar is unapologetically high. So is the impact you can have here.
What makes Gartner a great place to work
Our sustained success creates limitless opportunities for you to grow professionally and flourish personally. We have a vast virtually untapped market potential ahead of us providing you with an exciting trajectory long into the future. How far you go is driven by your passion and performance.
We hire remarkable people who collaborate and win as a team. Together our singular unifying goal is to deliver results for our clients.
Our teams are inclusive and composed of individuals from different geographies cultures religions ethnicities races genders sexual orientations abilities and generations.
We invest in great leaders who bring out the best in you and the company enabling us to multiply our impact and results. This is why year after year we are recognized worldwide as a great place to work.
What do we offer
Gartner offers worldclass benefits highly competitive compensation and disproportionate rewards for top performers.
In our hybrid work environment we provide the flexibility and support for you to thrive working virtually when its productive to do so and getting together with colleagues in a vibrant community that is purposeful engaging and inspiring.
Ready to grow your career with Gartner Join us.
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Required Experience:
Unclear Seniority
Employment Type
Full-Time
