Credit & Collections Specialist

Collection Analyst

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Job Category

Finance

Job Details

About Salesforce

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Job Description - Collection Analyst
The Collector is responsible for managing an assigned accounts receivable portfolio, primarily
through email and telephone communication. The role involves resolving accounts receivable
disputes to the satisfaction of both Salesforce and our customers, while using sound business
judgment and collaborating across teams to achieve collection targets.
Key Responsibilities
• Initiate collection reminders via email or phone in accordance with the Invoice Collection
and Account Suspension Timeline.
• Demonstrate sound judgment and due diligence in evaluating account solvency and
customer willingness to pay.
• Facilitate customer payments by providing required documentation (e.g., invoices,
payment instructions).
• Resolve billing disputes in collaboration with Sales Operations, Sales teams, and other
internal stakeholders.
• Escalate accounts with significant payment issues to Collections and Sales management.
• Perform collection activities in line with Salesforce’s policies and processes, including:

• Executing account suspensions on delinquent accounts in compliance with policy.
• Providing suspended account details to the Write-Off and Bad Debt team.

• Contribute to process improvement projects as assigned.
• Deliver reports on the assigned portfolio to Collections management as requested.
• Ensure compliance with all company policies.
Required Skills & Experience
• Bachelor’s degree or equivalent combination of education and experience.
• Proficiency in English (verbal and written) and local language
• Has experience in collections in the Indian local market. is a plus.
• Minimum of 2 years of credit collections experience in a high-growth environment (or
equivalent).
• Strong customer relationship skills and ability to manage a variety of customer
interactions.• Demonstrated initiative and ability to thrive in a team environment.
• Ability to work independently and manage competing priorities.
• Experience contributing to process improvement initiatives and/or project management.
• Ability to deliver accurate results in a fast-paced, high-growth environment while
meeting deadlines.
• Proficiency in Microsoft Office Suite; Salesforce system knowledge is a plus.

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Experience Level

Mid Level