
Lead Collections Professional
6 hours ago
Collections Specialist Role
">We're seeking a Collections Specialist to own our end-to-end collections effort for service and installation invoices. This is a hands-on, call-heavy role where the primary objective is to collect outstanding invoices while providing excellent customer service and spotting light upsell opportunities.
">The successful candidate will operate independently, build and execute the collections strategy, and present performance, insights, and next steps directly to the CFO.
">Key Responsibilities:
- Call Execution (Primary):
- Make 50+ outbound calls/day via RingCentral; maintain high right-party contact and promise-to-pay conversion.
- Negotiate payments, payment plans, and settlements; secure same-day collections when possible.
- Handle objections and resolve disputes (short-pays, missing POs, warranty/return questions, service quality issues).
- Collections Strategy & Ownership:
- Own the A/R aging pipeline (30/60/90+), prioritize accounts, and drive a disciplined dunning cadence (calls/SMS/email/letters).
- Escalate appropriately (credit holds, lien/notice options where applicable, small-claims recommendations).
- Build weekly/monthly plans to hit cash targets and reduce DSO; present strategy and results to the CFO.
- Cross-Functional Coordination:
- Partner with Dispatch/Service, Install, and Accounting to resolve ticket discrepancies, missing work orders, and billing errors.
- Document every interaction with precise call dispositions, notes, and next actions.
- Reporting & Compliance:
- Produce concise daily/weekly dashboards and a month-end CFO summary (cash collected vs target, PT P conversion, aging movement, root causes).
- Follow applicable laws and company policies (e.g., consent/TCPA considerations, state collection rules for any consumer accounts).
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