Credit and Collection Analyst

Summary

Join ChargePoint, a leader in the EV charging industry, as a Credit and Collection Analyst. You will play a key role in the Order to Cash (OTC) cycle, interacting with internal and external customers to resolve inquiries. Responsibilities include prompt communication regarding AR, collections, and credit matters; customer master data maintenance; vendor form completion; and support for the AR team. This fast-paced role requires expertise in collections, credit assessment, and AR portfolio management. The ideal candidate possesses strong communication skills, a positive attitude, and a commitment to excellent customer service.

Requirements

• Expertise in Collection, secondary in credit assessment and managing overall AR portfolio proactively and effectively
• Strong skill sets, years of experience, enthusiasm, positive outlook, and outstanding work ethics
• Excellent written and verbal communication skills along with a natural desire to create and strengthen relationships, collaborate with internal and external teams, and provide excellent customer service
• Degree in Finance, Accounting, or related fields
• 3-5+ years, knowledge of industry - specific expertise in Credit and Collections and accounting principles and practices
• Thorough understanding of credit and collections policies, procedures, and regulations
• Proficiency in credit management software and other relevant technology tools
• Experience with ERP and CRM systems and platforms, preferably NetSuite and Salesforce
• Microsoft Office skills including Excel, Pivot table and PowerPoint
• Experience on sales tax regulations and Avalara software
• Excellent analytical and problem-solving skills, with the ability to make data-driven decisions
• Critical thinker and problem-solving skills. Highly analytical and an inquisitive disposition to research business issues and identify solutions
• Seeking for a long-term career with an industry leading company
• Strong work ethic – “whatever it takes” attitude with + level of professionalism
• Ability to work under pressure and multi-task to meet aggressive deadlines
• Excellent collaborator, team oriented with amicable personality
• Excellent written and verbal communication skills
• Flexible individual, supportive and can adapt to changes

Responsibilities

• Prompt communication with external and internal on AR, Collection and Credit related matters
• Customer Master housekeeping, financial related fields such as AP name and email address
• Completion of Vendor and other related forms
• Support to AR team member as needed
• AD Hoc requirement not limited to management report

Preferred Qualifications

• Preferably PST Shift
• Will work remotely with flexibility to come in the office, if needed