Accounts Receivable & Collections Specialist - Onsite, Mexico City MX
Braintrust
Accounting & Finance
Mexico City Metropolitan Area, Mexico
Posted on Jan 4, 2025
Job Description
Reports To: Manager, Collections
Onsite - Mexico City, MX
15,000 to 25,000 USD would be approximately 277,500 to 462,500 MXN.
Summary
The Accounts Receivable & Collections Specialist is responsible for ensuring that the company hits overall cash targets. The role will help to forecast incoming cash on a daily, weekly and monthly basis and give input into company level OKR setting. The role will use critical thinking to negotiate with customers and make decisions on a case by case basis to maximize cash collections. As a senior member of the team, this role will write playbooks of collections strategies for various use cases and align our systems and team members to execute on those playbooks at scale. This role will have a major focus on scaling our current cash collections effort to include automated dunning messages and syncing data across our CRM, ERP, and other systems with customer information.
The ideal candidate has a strong foundation in order to cash processes (with a focus in Cash Collections) at fast-paced and high growth companies. This role requires critical thinking, solving challenging cases, and making important business decisions regarding cash.
Responsibilities
Negotiate with customers on past due amounts
Approve, create and enforce payment plans
Create & maintain process documentation for various collections strategies
Monitor and recommend any seriously delinquent accounts for database termination
Review Customer Agreements to understand where we can and should enforce our legal terms
Apply open credit memos to open customer invoices.
Process payments of various forms (credit card, ACH, checks)
Investigate cases and make suggestions on refund requests
Facilitating approved payment plans and executing new due dates in system
Leverage current systems to automate dunning campaigns
Research and suggest technologies for automation of cash processes (dunning, cash application, etc)
Onboard, train, coach & mentor other team members on enterprise cash collections strategies
Qualifications
3+ years demonstrated A/R, accounting or financial process experience
Bachelor’s in business or Accounting preferred
Demonstrated customer service experience
Salesforce Experience (preferred But Not Required)
Sage Intacct experience (preferred but not required)
Flexibility with workload and ability to adhere to tight deadlines, and able to adjust schedules as needed
Knowledge of SaaS companies and subscription-based revenue models
Understanding of GAAP principles, and internal controls
Reports To: Manager, Collections
Onsite - Mexico City, MX
15,000 to 25,000 USD would be approximately 277,500 to 462,500 MXN.
Summary
The Accounts Receivable & Collections Specialist is responsible for ensuring that the company hits overall cash targets. The role will help to forecast incoming cash on a daily, weekly and monthly basis and give input into company level OKR setting. The role will use critical thinking to negotiate with customers and make decisions on a case by case basis to maximize cash collections. As a senior member of the team, this role will write playbooks of collections strategies for various use cases and align our systems and team members to execute on those playbooks at scale. This role will have a major focus on scaling our current cash collections effort to include automated dunning messages and syncing data across our CRM, ERP, and other systems with customer information.
The ideal candidate has a strong foundation in order to cash processes (with a focus in Cash Collections) at fast-paced and high growth companies. This role requires critical thinking, solving challenging cases, and making important business decisions regarding cash.
Responsibilities
Negotiate with customers on past due amounts
Approve, create and enforce payment plans
Create & maintain process documentation for various collections strategies
Monitor and recommend any seriously delinquent accounts for database termination
Review Customer Agreements to understand where we can and should enforce our legal terms
Apply open credit memos to open customer invoices.
Process payments of various forms (credit card, ACH, checks)
Investigate cases and make suggestions on refund requests
Facilitating approved payment plans and executing new due dates in system
Leverage current systems to automate dunning campaigns
Research and suggest technologies for automation of cash processes (dunning, cash application, etc)
Onboard, train, coach & mentor other team members on enterprise cash collections strategies
Qualifications
3+ years demonstrated A/R, accounting or financial process experience
Bachelor’s in business or Accounting preferred
Demonstrated customer service experience
Salesforce Experience (preferred But Not Required)
Sage Intacct experience (preferred but not required)
Flexibility with workload and ability to adhere to tight deadlines, and able to adjust schedules as needed
Knowledge of SaaS companies and subscription-based revenue models
Understanding of GAAP principles, and internal controls