Job Description:
• Monitor client account balances and aging reports daily to identify accounts requiring collection action
• Prioritize outreach based on balance age, dollar amount, and risk level
• Track promises-to-pay and follow up when commitments are missed
• Record and reconcile incoming client payments across multiple systems
• Maintain accurate collection-status records for assigned accounts
• Conduct outbound phone calls and send collection emails to secure payment commitments
• Maintain a disciplined outreach cadence across past-due accounts
• Negotiate payment arrangements and short-term payment plans within assigned authority
• Document client interactions in the A/R system
• Respond to inquiries about balances due, payment status, and payment history
• Investigate and resolve billing disputes, coordinating with internal teams
• Escalate complex disputes, non-responsive accounts, and high-risk balances to leadership
• Prepare collections updates, aging summaries, and activity reports for leadership
• Support month-end close by ensuring assigned accounts are current and documented
• Identify collection obstacles or process inefficiencies and recommend improvements
• Follow standardized collections procedures, escalation paths, and internal controls
Requirements:
• 1–3 years of experience in accounts receivable collections
• Demonstrated experience making outbound collection calls and managing a past-due account portfolio
• Strong phone presence with confidence, professional negotiation and communication skills
• Working knowledge of aging schedules, payment terms, and collections best practices
• Excellent written communication skills for client email correspondence
• Ability to work independently in a structured, remote environment while meeting collection targets and deadlines
Benefits:
• Generous paid time off
• Comprehensive medical, dental, and vision coverage
• Life and disability insurance
• 401(k) retirement savings plan
• Paid holidays, including a firmwide winter break (December 24 – January 1)
• Paid parental leave (available after one year of service)
• Mentorship and career development programs
• CPA exam support to help you succeed on the path to licensure
• Firm-sponsored events and spontaneous team activities
• Celebrations to mark milestones like the end of busy season and the holidays
• Benefits available to full-time employees regularly scheduled to work at least 30 hours per week