Kaseya Careers
Collections Specialist
Miami, FL
Sponsorship not specifiedDetected 7 days ago
SalesforceCRMAccount ManagementFinancial AnalysisAccountingExcelSAPCustomer SuccessCommunicationProblem SolvingAdaptabilityMicrosoft OfficeAccounts PayableNetSuite
About the role
- The Collections Specialist plays a key role in supporting both the company's financial health and customer experience.
- The ideal candidate approaches collections with a solutions-oriented mindset-working collaboratively with customers to resolve past-due balances, address concerns, and ensure a positive overall experience.
Responsibilities
- Manage a portfolio of customer accounts with a focus on maintaining positive relationships and driving timely payment and reducing delinquency
- Collaborate cross‑functionally with Sales, Customer Success, and Billing to resolve issues impacting payment and improve customer retention
- Maintain accurate, detailed, and customer-focused collection notes in the system
- Support month-end accounts receivable activities and reporting
- Utilize CRM and billing platforms (e.g., Salesforce, NetSuite) to manage accounts and track collection activity
- Proactively communicate with customers via phone and email to provide payment reminders and support
- Partner with customers to understand payment challenges and offer appropriate solutions, including payment plans when necessary
Requirements
- 2+ years experience working in a customer-facing role with a focus on issue resolution
Nice to have
- Familiarity with accounting or collections systems (e.g., NetSuite, SAP, GetPaid, or similar)
- Proficiency in Microsoft Excel and Outlook
- Strong interpersonal and communication skills with a customer-first mindset
- Effective problem-solving and conflict resolution skills
- Experience in a subscription-based or SaaS billing environment
- Familiarity with CRM and automated collections tools
- Basic understanding of credit risk and financial analysis
- Associate's or Bachelor's degree in Finance, Accounting, Business Administration, or related field preferred
Company info
- This position is responsible for managing accounts receivable while building strong, professional relationships with customers.
- Educate customers on billing processes, payment options, and account status to prevent future issues
Visa & Work Authorization
- oyees and applicants without regard to race, religion, age, ancestry, gender, sex, sexual orientation, national origin, citizenship status, physical or mental disability, veteran status, marital status, or any other char
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This listing is sourced directly from Kaseya Careers's careers page and normalized into a canonical job model.