Credit and Collections Analyst

Credit & Collections Analyst

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Job Category

Finance

Job Details

About Salesforce

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.

Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.

Salesforce is looking for a Credit & Collections Analyst to join our Finance Operations team in Bangalore. This hybrid role supports the Order-to-Cash (O2C) function by ensuring timely collection of invoices, maintaining accurate accounts receivable records, and delivering a high level of professionalism in all customer communications. The role requires flexibility to support business requirements across different time zones.

Key Responsibilities:

• Ensure timely collection of invoices with routine follow-up via emails and phone calls on assigned accounts, maintaining a high level of professionalism in all communications

• Maintain detailed post-correspondence updates on accounts receivable records to ensure aging is current, credits and collections are correctly applied, and uncollectible amounts are properly accounted for

• Research and resolve billing disputes, short payments, and invoice discrepancies in collaboration with Billing, Sales, and Legal teams

• Track and document all collection activity and account notes within Salesforce CRM/GetPaid

• Prepare and present aging reports and collection status summaries to management

• Support month-end close activities including AR reconciliations and bad debt analysis

• Identify at-risk accounts and escalate appropriately following internal credit policies

• Maintain compliance with SOX requirements and internal financial controls

Required Qualifications:

• 2–4 years of experience in collections, accounts receivable, or Order-to-Cash (O2C) operations

• Strong understanding of the end-to-end O2C cycle

• Proficiency in Salesforce CRM and ERP systems (e.g., SAP, Oracle)

• Excellent written and verbal communication skills in English

• Ability to work in a hybrid model from the Bangalore office and be flexible to support across business time zones

Preferred Qualifications:

• Experience in B2B collections within a SaaS or technology company

• MBA in Finance preferred

• Familiarity with GAAP revenue recognition principles

• Experience with dispute tracking and credit risk assessment

Commitment to Equality

Each of us has a responsibility to drive Equality in our communities and workplaces. Salesforce is committed to creating a workforce that reflects society through inclusive programs and initiatives such as equal pay, employee resource groups, inclusive benefits, and more.

Unleash Your Potential

When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.

Accommodations

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Posting Statement

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.

Experience Level

Mid Level