Credit & Collections Analyst, Small Business
Salesforce
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Job Category
FinanceJob Details
About Salesforce
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Overview of the Role
Collection Analysts are directly responsible for working with our end user customers to receive payments for products and services. The position’s contribution is that by ensuring that the accounts receivable portfolio turns into cash, the company’s cash flow performance continues to grow each quarter. The investment community values our company at a high valuation multiple as a direct result of our excellent free cash flow performance. Consistent cash flow performance funds not only operating expenses but also investments in research and development to enable us to continue to grow.
As the Accounts Receivable portfolio for the company continues to grow in dollar amount as well as the number of invoices, we continue to need additional resources to manage it.
This position will be assigned an individual Accounts Receivable portfolio of between $40 and $60 million a year in which they will be accountable for its performance.
Responsibilities
Works with customers in assigned customer portfolio to receive payments. Resolves customer A/R differences to the satisfaction of both SFDC and our customers. Uses good business judgment in working with/through other Salesforce.com employees including Sales to achieve results.
Initiates contacts on assigned account base. Exercises good business judgment and due diligence in evaluating ability/intent to pay within the overall account relationship.
Facilitate customer payments by providing necessary documentation to customer
Resolves customer account differences working with other employees including Sales.
Uses good judgment in balancing the ability to resolve issues with the need to escalate them to the appropriate person
Participates on process improvement projects as assigned
Provides reports on assigned portfolio as requested to A/R Operations management
Ensures compliance with all company policies
Provides training as requested.
Required Skills
2+ Years of Collections Experience
Degree or equivalent relevant experience required. Experience will be evaluated based on theValues & Behaviors for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)
Experienced in Customer relationship management and handling a variety of customer interactions
Demonstrated initiative
Ability to work independently
Ability to excel in a fast growing/fast paced environment delivering accuracy while managing to deadlines
Thrives in a team environment
Past participation in process improvement initiatives and/or business improvement projects
Unleash Your Potential
When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.
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