Collections Specialist
16h ago

Who We Are

KeepTruckin builds technology using the latest advancements in AI and computer vision to improve the safety and efficiency of businesses with vehicles.

Over one million drivers and 100,000 companies across every industry trust KeepTruckin’s integrated platform to power their operations, prevent accidents and reduce costs.

At KeepTruckin, we see our hard work rewarded in tangible ways every day, and we believe that intelligence is most powerful when paired with humility.

We’re motivated by the opportunity to save lives on the road while impacting and improving every facet of multiple trillion-dollar industries that keep our physical economy moving.

KeepTruckin is proud to be a Forbes Cloud 100 company, Forbes Best Startup Employer 2020, and an Inc Magazine Best Place to Work.

Who We Are :

KeepTruckin is on a mission to modernize the trucking industry. With the leading fleet management platform, we are bringing trucks online and fundamentally changing the way freight is moved on our roads.

We see our hard work rewarded in tangible ways every day and we believe that intelligence is most powerful when paired with humility.

We’re motivated by the opportunity to impact and improve every facet of a trillion-dollar industry that touches everyone’s lives.

KeepTruckin is proud to be a Forbes Cloud 100 company, a 2020 Career-Launching Company by Wealthfront and named a Forbes Best Startup Employer 2020.

About the Role :

As a Collections Specialist, you will serve as the main point of contact for all collections related inquiries. You will use your understanding of our invoices to clarify details and questions from customers as it relates to subscription fees and one time charges.

You will follow up with customers to inquire about unpaid invoices and resolve any issues impeding payment via phone calls, emails, and case management.

You will also help with account reconciliations and other ad-hoc projects as needed. Ultimately responsible for cash received by KeepTruckin.

What You'll Do :

  • Communicate and follow up effectively with customers regarding their accounts
  • Proactively and reactively provide support to customers struggling with billing related inquiries and payment declines / failures
  • Use Salesforce and Zuora to solve payment issues
  • Investigate historical data of invoices / payments / refunds / chargebacks / credits / write-offs and assist with customer account reconciliations
  • Analyze account documents and other data for accuracy and completeness, acquiring missing or correct data when necessary
  • Follow established SOPs, review collections process, and recommend improvements where possible
  • Ensure proper period cut off for month end close procedures
  • Be the point person to answer collections related support cases
  • Provide accurate and timely reporting / forecasting
  • Work closely with other functional teams to ensure data quality and consistency
  • Comfortable working with spreadsheets, internet applications and ERP systems
  • Ability to enter data into various electronic systems while maintaining the integrity and accuracy of the data
  • Interface with Sales, Customer Success, and Fulfilment teams to ensure proper follow up is being taken for rapid issue resolution
  • What We're Looking For :

  • 1-2 years experience in a Collections related / customer facing role (SaaS Collections and Quote-to-Cash experience is a plus)
  • Independent self-starter and adaptable in a fast-paced and changing environment
  • Excellent communication skills (written and verbal)
  • High level of attention to detail
  • Ability to work under pressure and strict deadlines; flexible
  • Ability to work well with ambiguity, solve problems and think on your feet
  • A good command of Excel and Google Sheets
  • A natural instinct to empathize with the customer
  • Receptive to feedback, willingness to learn and embrace continuous improvement
  • Ability to identify larger issues and make recommendations for improvement
  • Resilient capacity to deal with pressure and the demands of the workplace (remote / office)
  • Comprehensive knowledge of Zuora is a plus
  • Expertise in is a plus
  • Bachelor's (BA / BS) degree in accounting or finance is a plus
  • Creating a diverse and inclusive workplace is one of KeepTruckin's core values.

    Report this job

    Thank you for reporting this job!

    Your feedback will help us improve the quality of our services.

    My Email
    By clicking on "Continue", I give neuvoo consent to process my data and to send me email alerts, as detailed in neuvoo's Privacy Policy . I may withdraw my consent or unsubscribe at any time.
    Application form