
Collections Specialist
20 hours ago
The Collections Lead will be responsible for owning the end-to-end collections effort for service and installation invoices.
This role involves making high-volume outbound calls to collect outstanding invoices while providing excellent customer service and spotting opportunities to upsell additional services.
The successful candidate will operate independently, build and execute the collections strategy, and present performance insights and next steps directly to senior management.
Key Responsibilities:- Call Execution:
- Make a minimum of 50 outbound calls per day via telecommunication tools, maintaining high right-party contact (RPC) and promise-to-pay (PTP) conversion.
- Negotiate payments, payment plans, and settlements, and secure same-day collections when possible.
- Handle objections and resolve disputes related to short-pays, missing purchase orders, warranty/return questions, and service quality issues.
- Collections Strategy & Ownership:
- Own the accounts receivable aging pipeline, prioritize accounts, and drive a disciplined dunning cadence.
- Escalate appropriately and build weekly/monthly plans to hit cash targets and reduce Days Sales Outstanding (DSO).
- Present strategy and results to senior management.
- Customer Service & Upsell:
- Provide friendly, solutions-oriented service and identify opportunities to close or hand off simple upsells without distracting from collection goals.
- Cross-Functional Coordination:
- Partner with dispatch/service, install, and accounting teams 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 senior management summary.
- Follow applicable laws and company policies, including consent/TCPA considerations and state collection rules.
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