Financial Portfolio Specialist
Há 5 dias
At PagerDuty, we empower teams to deliver critical work that drives business forward. As a key member of our global accounting and finance team in Lisbon, you will play a vital role in optimizing our collections process and reducing our Order-to-Cash cycle.
We are seeking an experienced Accounts Receivable/Collections Specialist who can independently manage a collection portfolio of 400-500 invoices each month, utilizing their knowledge of B2B AR and Collections to bring innovative solutions to our fast-paced environment. Key responsibilities include:
- Independently managing a collection portfolio of 400-500 invoices each month.
- Manage and respond to customer invoicing inquiries via email and Salesforce Queue.
- Resolve customer disputes as they pertain to payment of outstanding balances to ensure prompt settlement of the invoice.
- Ensure timely and accurate payment application of daily cash receipts on team rotation; preparation by meticulously compiling and reviewing payment transactions.
- Provide excellent customer service to both internal and external customers.
- Collaborate and build trusted partnerships with internal and external stakeholders to facilitate payments.
- Participate in team planning meetings.
- Meet defined monthly AR goals and activity metrics.
- Team player able to assist where needed.
- Independently create ad-hoc reporting utilizing Zuora, SalesForce, and Excel.
- Support audits by providing necessary documentation.
In this role, you will have the opportunity to leverage your analytical skills to evaluate situations from multiple angles, identify potential issues, and develop innovative solutions. You should be self-motivated, always looking for ways to contribute and improve, with a commitment to excellent customer service.
We are looking for individuals with:
- 3+ years high volume B2B collections experience.
- Knowledge of Collections, Cash Applications, and Billing procedures.
- Able to create ad-hoc reporting utilizing Zuora, SalesForce, and Excel.
We prefer candidates with:
- Somone who takes initiative, anticipates challenges, and acts without being prompted.
- You should be self-motivated and always looking for ways to contribute and improve.
- Commitment to excellent customer service.
- You are an analytical thinker who can evaluate situations from multiple angles, identify potential issues, and develop innovative solutions.
- Ability to communicate clearly and professionally to all levels of the company and external vendors.
- Experience in the tech or comparable industry with the ability to operate in a fast-paced environment.
- Experience with Google Workspace/Microsoft Office products.
- Experience with Zuora and SalesForce experience a plus.
We offer a comprehensive benefits package from day one, including generous paid vacation time, paid holidays and sick leave, Dutonian Wellness Days, and more. Eligibility may vary by role, region, and tenure. We are committed to creating a diverse environment and are an equal opportunity employer.
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