Account Resolution Expert
3 days ago
We celebrate a variety of perspectives and experiences at Okta, Inc.
We are not looking for someone who checks every single box - we're looking for lifelong learners and people who can make us better with their unique experiences.
Collections AnalystThe World's Identity Company needs your skills
Job Responsibilities:- Monitor portfolios of accounts, ensuring timely follow-up on outstanding invoices.
- Send reminders and collections notices on past due invoices.
- Recommend deactivations for past due accounts and/or work stoppage on past due implementations.
- Drive resolution of disputes including tax, POs, billing and other issues, while monitoring trends of disputes.
- Manage AR refund requests.
- Escalate payment plan requests to Senior or above in accordance with department policy.
- Maintain customer records including contacts, payment trends, and payment runs.
- Log daily collections activity.
- Reconcile customer accounts.
- Escalate bankruptcy filings to lead and manager.
- Collaborate with internal and external representatives to address issues.
- Build and maintain relationships with internal parties.
- Participate in internal projects, as required.
- Experience in the tech and SaaS industry (highly preferred).
- Strong problem-solving skills, high level of curiosity, ability to find solutions and deliver results.
- Solid experience with key financial tools and ERP systems (NetSuite preferred) as well as Microsoft Office skills including Excel and PowerPoint.
- Bachelor's Degree or equivalent work experience.
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