Collections Specialist - Salesforce.org

Job description

Category:

Salesforce.org

Location:

US - New York - New York

Post Date:

02/06/2018

Everyone who wants to change the world should have the tools and technology to do so. Technology is the most powerful equalizer of our time, providing access to data, knowledge, and--above all--connections. Salesforce.org gets our technology in the hands of nonprofits and education institutions so they can connect with others and do more good. As a social enterprise, the more missions our technology supports, the more we invest back into technology and communities, creating an endless circle of good.
Description:
Collections Specialists are responsible for working with our end user customers to receive payments for products and services. The position's contribution is that by ensuring that the accounts receivable portfolio turns into cash as the organization's cash flow performance continues to grow each year. Consistent cash flow performance funds not only operating expenses but also our grants and enables us to continue to grow. This position will be assigned an individual Accounts Receivable portfolio of invoices in which they will be accountable for its performance. This position will be reporting to the Collections Supervisor based in NYC.

Desired profile

Responsibilities:

·  Works with customers in assigned customer portfolio to receive payments. Resolves customer A/R differences to the satisfaction of both SFDO and our customers.
·  Initiates contact on assigned customer base and effectively manages the customer relationship in order to drive resolution of outstanding receivables.
·  Facilitate customer payments by providing necessary documentation to customer in a timely manner.
·  Uses good business judgment in partnering with other Salesforce.org employees including Sales to achieve results.
·  Employs sound judgment in balancing the ability to resolve issues independently while recognizing when escalation is appropriate.
·  Participates on process improvement projects as assigned.
·  Researches issues thoughtfully and thoroughly before responding or escalating.
·  Provides reports and data on assigned portfolio as requested to A/R Operations management.
·  Ensures compliance with all organization's policies, procedures, and guidelines.
·  Provides training as requested. Experience/Skills Required:

·  2+ Years of Collections Experience preferred
·  Excellent communication (written and verbal) in English
·  Secondary language in Spanish or French a plus
·  Workday Financials or any major ERP and/or Salesforce experience a plus
·  Excel basic knowledge (intermediate preferred)
·  Bachelor's degree or equivalent combination of education and experience
·  Good customer relationship skills to manage a variety of customer interactions
·  Demonstrated initiative
·  Ability to excel in a fast growing/fast paced environment delivering accuracy while managing to deadlines and monthly KPI's
·  Thrives in a team environment
·  Past participation in process improvement initiatives and/or business improvement projects a plus
*LI-Y