Credit & Collections Analyst

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Job Category

Finance

Job Details

About Salesforce

We’re Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too — driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good – you’ve come to the right place.

Job Responsibilities

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

• Maintain detailed post correspondence update on accounts receivable records to ensure aging is up to date, credits and collections are applied, uncollectible amounts are accounted for, and miscellaneous differences are cleared

•  Collaborate with various stakeholders (Billing, Finance, Legal, Tax, Customer Service) to resolve customer disputes and queries, to establish and maintain good client relationships, both internally and externally.

• Research contracts, past emails, payments, and other documentation to ensure all knowledge of the client matter is understood prior to beginning collection efforts

• Research short-payments and unapplied cash and follow through with appropriate measures as required to bring the issue to closure

•  Monitor high-risk accounts and ensure timely escalation of challenges to management, Reconcile complex accounts and have excellent attention to detail.

• Prepare and analyse reports for bad debt-invoices, credit memos and other adjustments as necessary.

Mandatory Requirements

Minimum of 3+ Years of B2B collections experience.
Understanding of B2B Accounts Receivables process and complete knowledge of OTC cycle.
Knowledge of Indian Tax laws (GST, IGST, SGST) and Government E-billing portal (GST portal)
Knowledge on E-invoicing and customer portal invoice upload (ARIBA, COUPA etc.)
Knowledge of Bad Debt and Write Off process.
Able to understand contracts, MSA, and Legal documents.
Understanding of account/service suspensions, third party collections.
Excellent written and verbal communications
Intermediate skills in Microsoft Word, Excel, and Outlook
Quick learner, who is able to work independently in any stressful situations.

Qualifications:

This is a hybrid role work from Hyderabad office and should be flexible to support during business requirements.

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

Entry Level