Collections Specialist
Robert Half American Canyon
Robert Half is partnering with a well-respected organization looking for their next Collections Analyst, managing the Accounts Receivable (AR) portfolio for wine industry fulfillment operations. In this role, you will team up with the Billing Specialist to ensure timely client payments, minimize delinquencies, and evaluate credit risk, all while fostering positive client relationships.
Your work will directly influence financial stability and client satisfaction, as you collaborate with Client Success, Sales, and Management to refine AR processes and mitigate financial risks. We’re seeking candidates with expertise in fulfillment and logistics billing, preferably in the wine industry.
Your work will directly influence financial stability and client satisfaction, as you collaborate with Client Success, Sales, and Management to refine AR processes and mitigate financial risks. We’re seeking candidates with expertise in fulfillment and logistics billing, preferably in the wine industry.
Familiarity with Direct-to-Consumer (DTC) and Business-to-Business (B2B) shipping models, seasonal sales cycles, and compliance-based payment terms is highly desired.
Key Responsibilities:
Collections & Accounts Receivable Management- Oversee the AR portfolio to ensure timely collections for fulfillment services, storage fees, and shipping-related charges.
- Partner with the Billing Specialist to reconcile shipping fees, compliance-related costs, and high-volume invoices.
- Conduct collection calls and send follow-ups for overdue accounts.
- Analyze delinquent accounts, proactively resolve payment issues, and escalate where necessary.
- Engage with third-party collection agencies for escalated matters.
- Educate clients on payment terms, billing policies, and available payment solutions.
- Keep meticulous records of collection activities, disputes, and resolutions.
- Run and interpret credit reports for both new and existing clients, identifying risk exposure.
- Collaborate with the Assistant Controller and Management to recommend client credit limits and terms based on financial data and payment history.
- Monitor credit risks for active clients, flagging those potentially at risk for late payments.
- Adjust credit and payment policies based on trends such as seasonal fluctuations and shifting order volumes.
- Act as a key point of contact for Client Success by resolving billing inquiries and disputes.
- Ensure invoicing accuracy and support Billing Specialist processes for payment application and account adjustments.
- Regularly review AR reports to highlight and address high-risk accounts.
- Provide Sales and Management with insights into client payment trends and credit reliability.
- Prepare AR aging summaries and cash flow reports to highlight collections performance.
- Recommend strategies to enhance payment timeliness and reduce outstanding balances.
- Maintain comprehensive documentation on client payment behavior, disputes, and credit evaluations.
- Utilize ERP system to manage invoicing, AR tracking, and reconciliations for wine fulfillment operations.
- Leverage Excel for detailed analysis of AR trends and client payment data.
- Conduct collections and credit discussions using tools like Zoom and Teams.
What You’ll Need:
Education & Experience- 5+ years of experience in AR management, collections, or credit analysis, ideally in fulfillment, logistics, or the wine industry.
- Proficiency with collections strategies, credit risk assessments, and high-volume transaction reporting.
- Experience working with third-party collection agencies for overdue accounts.
- In-depth understanding of seasonal sales cycles, compliance-driven payment terms, and logistics billing.
- Strong interpersonal and negotiation skills to maintain positive client relationships during collections.
- Analytical mindset with the ability to evaluate credit reports, payment trends, and financial risk.
- Ability to collaborate effectively across departments, including Billing, Client Success, and Finance teams.
Join us and make an impact by ensuring financial stability and smooth credit operations in a dynamic and fast-paced wine fulfillment environment!
Robert HalfLivermore (CA), 43 mi from American Canyon
One of our clients is looking for a Collections specialist for a 3 months contract.
***Contact Ade Henderson via LinkedIn for immediate consideration***
• Monitor accounts to identify and resolve outstanding balances.
• Contact customers via phone...
Gotham Enterprises LtdAmerican Canyon
Remote Therapist – Full-Time Mental Health Role in California
We are hiring LCSWs, LPCCs, and LMFTs to provide high-quality virtual therapy to clients across California. If you’re looking for a role where you can focus on client care without the...
Robert HalfAmerican Canyon
Key Responsibilities:
1. Data Entry & Record Maintenance
• Enter, update, and verify payroll data in systems, including employee information, work hours, deductions, and salaries (Source: Corporate Payroll).
• Maintain accurate payroll records and...