
Remote Collections Specialist
7 days ago
Location: Remote (US business hours)
About the RoleWe are seeking a skilled 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.
You will operate independently, build and execute the collections strategy, and present performance insights and next steps directly to the CFO.
Key Responsibilities- Call Execution:
- 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.
- Collections Strategy & Ownership:
- Own the A/R aging pipeline (30/60/90+), prioritize accounts, and drive a disciplined dunning cadence.
- Escalate appropriately and build weekly/monthly plans to hit cash targets.
- Customer Service & Upsell:
- Provide friendly, solutions-oriented service and identify simple upsells without distracting from collection goals.
- Cross-Functional Coordination:
- Partner with Dispatch/Service, Install, and Accounting to resolve ticket discrepancies and billing errors.
- Reporting & Compliance:
- Produce concise daily/weekly dashboards and a month-end CFO summary.
- Follow applicable laws and company policies.
- Primary KPI: Monthly Cash Collections vs Target (hit or exceed target consistently).
- Supporting indicators:
- 50+ calls/day with strong talk time and RPC rate
- PTP conversion and PTP kept rates
- Aging reduction and DSO improvement
- Dispute cycle time (opened → resolved)
- Call quality and documentation completeness
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