Collections Analyst

Summary

Join Dialpad's Finance and Accounting team as a Collections Analyst! You will manage a portfolio of customer accounts, ensuring timely payments and minimizing bad debt. Collaborate with various teams to resolve payment issues and implement improved collection strategies. Leverage your analytical skills and collections experience to contribute to the company's financial goals. This role requires strong communication, problem-solving abilities, and proficiency in accounting software. Dialpad offers competitive salaries, excellent benefits, and opportunities for professional development.

Requirements

• 2+ years Collection experience in a fast-pace high-growth environment, preferably SaaS company
• Business or accounting related degree or diploma
• Be a fast learner & self-starter with a problem-solving mentality ready to roll up their sleeves and figure out new challenges
• Have accounting software experience including the accounts receivables and cash modules
• Possess meticulous attention to detail
• Demonstrate strong written and verbal communication skills
• Have intermediate Excel skills (lookups, pivots)
• Ability to work independently and prioritize multiple projects effectively
• Bring a strong work ethic; take the initiative and think creatively to get the job done
• Able to work US core hours (6am - 5pm Pacific Time) while 100% on-camera in a dedicated, technically enabled remote workspace that supports team meetings, client interactions and collaborative sessions
• Have excellent internet connectivity

Responsibilities

• Monitor your portfolio of customer accounts for non-payments, delayed payments, and other irregularities
• Serve as the technical expert for all queries regarding customer payments and incoming collections on your portfolio
• Provide the organization with in-depth collections and cash analysis for your portfolio
• Partner with Customer Success, Billing & Management teams to appropriately escalate collection issues related to services, contracts, billing disputes, or customer financial concerns
• Help to create and implement new processes to improve our collections strategies
• Provide recommendations for process improvements or system integrations that can help streamline analysis
• Assist with the implementation of new software to drive collection & cash improvements
• Apply payments initiated through lockbox, ACH, and wire to respective customer accounts
• Post adjustments to respective customer accounts
• Manage invoice disputes in accounts receivable

Benefits

• Medical, dental, and vision plans for all employees
• Monthly stipend to help cover your cell phone bill, home internet bill
• Reimbursement for gym membership costs
• Reimbursement for a variety of wellness events
• Reimbursement for expenses related to professional development, up to an annual limit per calendar year