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accounts receivable billing salesforce collections payment plans📋 Description
- Strengthen autopay enrollment and payment compliance
- Proactively convert legacy accounts to autopay
- Resolve failed payments quickly and professionally
- Maintain accurate tracking in Salesforce and accounting systems
- Partner with Sales and Accounting to align billing with contracts
- Engage customers early to prevent balances from becoming high risk
🎯 Requirements
- 1-3 years B2B collections experience
- 2+ years of sales and/or customer service experience
- Confidence having professional financial conversations with business customers
- Strong attention to detail in billing and contract terms
- Organized, structured approach to managing a queue of accounts
- Experience using CRM systems (Salesforce preferred)
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