Collections Specialist

Job not on LinkedIn

October 31

🏄 California – Remote

Although this job is listed in California, this company may be open to hiring remote in other states.

⏰ Full Time

🟡 Mid-level

🟠 Senior

📞 Collections

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InfoTrack US

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InfoTrack is a platform that seamlessly connects law firms to the courts and to the services that they need to litigate successfully. We're global leaders in legal technology with unparalleled expertise in forging integrations that can drastically improve the efficiency of law firms and the legal system.

51 - 200 employees

📋 Description

• Proactively contact clients daily via phone, email, and written correspondence to secure payments and resolve outstanding balances. • Apply creative problem-solving to address and resolve client slow-pay issues. • Analyze accounts receivable aging reports to identify at-risk accounts and develop a structured follow-up and collection timeline. • Partner with the Accounts Receivable team and clients to resolve short or over payments and clear unapplied cash. • Navigate and manage workload across multiple systems and tools efficiently. • Conduct timely follow-up on collection efforts to ensure payments are received as promised, escalating issues as needed. • Analyze and communicate potential credit risks identified during the collections process to management. • Recommend accounts for escalation, credit hold, or external collection placement when appropriate. • Assist with processing approved bad-debt write-offs and maintaining supporting documentation. • Generate and analyze reports to identify, track, and mitigate risks related to client accounts receivable and collections activity. • Collaborate with internal teams to resolve billing discrepancies and ensure accuracy across accounts. • Partner with cross-functional teams to identify process improvements and support best practices within the collections function. • Maintain detailed, accurate records of collection activities within CRM and billing systems (e.g., Salesforce, NetSuite, Maxio). • Support continuous improvement initiatives in credit and collections processes. • Ensure all collection activities comply with company policies and applicable federal and state debt collection regulations

🎯 Requirements

• Minimum of 3 years of experience in collections required; business-to-business (B2B) environment preferred. • In-house collections experience preferred. • Strong verbal and written communication skills, with the ability to interact effectively with clients, colleagues, and stakeholders at all levels of the organization. • Strong customer service orientation with a professional and empathetic communication style. • Exceptional communication and interpersonal skills, with the ability to handle challenging client interactions effectively. • Strong organizational skills with the ability to prioritize tasks, manage multiple deadlines, and perform well in a fast-paced environment. • Proficiency in Microsoft Office Suite (Excel, Outlook, Word), with advanced Excel skills preferred. • Experience with ERP or accounting systems such as NetSuite and Maxio (Chargify) is a plus. • Salesforce experience preferred.

🏖️ Benefits

• 401(k) Match • Medical, Dental, & Vision Insurance- 85% of employee premiums are covered by InfoTrack, and 70% for your family premiums • Employer-funded Short/Long-Term Disability, Life, and Accidental Death & Dismemberment (AD&D) Insurance • 20 Days of Paid Time Off (PTO) • 11 Paid Holidays • “Be Me Time” off for mental health, re-charging, volunteering • Matching Gift Program