Collections Specialist

About Kaseya

Kaseya is the leading provider of AI-powered IT management and cybersecurity software serving Managed Service Providers (MSPs) and internal IT organizations worldwide. Our comprehensive platform helps organizations efficiently manage secure and automate their IT environments driving operational efficiency and long-term business success.

Backed by Insight Partners a leading global software investor Kaseya has experienced sustained double-digit growth and continues to expand its global footprint. Today Kaseya supports customers in more than 20 countries and manages over 15 million endpoints worldwide.

Founded in 2000 Kaseya has built a culture centered around innovation accountability and results. We are a high-growth high-performance organization that values individuals who are driven adaptable and committed to delivering exceptional outcomes for our customers and teammates alike.

At Kaseya success comes from embracing challenges moving with urgency and continuously raising the bar.

Position Summary

The Collections Specialist plays a key role in supporting both the companys financial health and customer experience. This position is responsible for managing accounts receivable while building strong professional relationships with customers. The ideal candidate approaches collections with a solutions-oriented mindsetworking collaboratively with customers to resolve past-due balances address concerns and ensure a positive overall experience.

Key Responsibilities

• Manage a portfolio of customer accounts with a focus on maintaining positive relationships and driving timely payment and reducing delinquency
• Proactively communicate with customers via phone and email to provide payment reminders and support
• Partner with customers to understand payment challenges and offer appropriate solutions including payment plans when necessary
• Investigate and resolve billing discrepancies disputes and account concerns with urgency and professionalism
• Collaborate crossfunctionally with Sales Customer Success and Billing to resolve issues impacting payment and improve customer retention
• Maintain accurate detailed and customer-focused collection notes in the system
• Monitor aging reports and prioritize outreach based on customer needs and account risk
• Educate customers on billing processes payment options and account status to prevent future issues
• Recommend account actions (e.g. credit holds) thoughtfully balancing customer relationships with company policy
• Support month-end accounts receivable activities and reporting
• Utilize CRM and billing platforms (e.g. Salesforce NetSuite) to manage accounts and track collection activity

Required Qualifications

• Associates or Bachelors degree in Finance Accounting Business Administration or related field preferred
• 2 years of collections accounts receivable or customer account management experience (SaaS or technology industry preferred)
• 2 years experience working in a customer-facing role with a focus on issue resolution

Preferred Qualifications

• Familiarity with accounting or collections systems (e.g. NetSuite SAP GetPaid or similar)
• Proficiency in Microsoft Excel and Outlook
• Strong interpersonal and communication skills with a customer-first mindset
• Effective problem-solving and conflict resolution skills
• Self-motivated with the ability to manage multiple accounts and priorities
• Experience in a subscription-based or SaaS billing environment
• Familiarity with CRM and automated collections tools
• Basic understanding of credit risk and financial analysis

Additional information
Kaseya provides equal employment opportunity to all employees and applicants without regard to race religion age ancestry gender sex sexual orientation national origin citizenship status physical or mental disability veteran status marital status or any other characteristic protected by applicable law.