Collections Specialist

The role

You will reconcile customer account activity and resolve payment issues, including delinquent accounts. You will work with Salesforce and Intacct and act as a liaison between internal teams and customers.

What you will do

• Resolve payment issues on delinquent customer accounts
• Analyze and reconcile customer account activity
• Review and resolve customer invoice and payment issues
• Maintain customer accounts to ensure information is up-to-date
• Understand the cash application process and act as a backup as needed
• Understand invoice generation and act as a backup as needed

Required qualifications

• At least 1 year of collections experience
• Analytical and problem solving
• Detail oriented
• Extensive verbal and written communication
• Effective decision-making and follow-through
• Ability to communicate process and rules to internal and external customers
• Technical aptitude
• High school diploma

Nice to have

• Bachelor's Degree
• Experience with Excel, Intacct, and Salesforce

Benefits

• Medical, dental, and vision insurance (for full-time employees)
• Competitive and fair pay
• Maternity and paternity leave (for full-time employees)
• Short and long-term disability
• Opportunity to learn from a dedicated leadership team
• Company swag

About the company

Filevine is a Legal AI company delivering Legal Operating Intelligence through its LOIS system. Its platform brings data, documents, workflows, and teams together in one place.