Descrição
Caseware is one of Canada's original Fintech companies, having led the global audit and accounting software industry for over 30 years, with more than 500,000 users across 130 countries and available in 16 different languages. While you might not have heard of us (yet) over 36,000 accounting and audit professionals list Caseware as a skill on their LinkedIn profiles!
As Caseware continues to grow and evolve so do the needs of our O2C team within Finance. We’re looking to hire a
*Collections Specialist *to work directly with our clients located in various geographical regions across the globe. You'll work across the business, ensuring collaboration, support, and communication between the Billing and Internal Sales departments, and the Distributor/Reseller network.
The Collections Specialist is responsible for all aspects related to payment collections, and vendor portals including uploading invoices and communicating with Sales and Customer Service regarding customer and/or collections issues with the goal to improve cash flow.
❗ This is a 3 month contract. Potential for extension TBD.
In this role, you will be reporting to:
Marcela Ochoa - Manager, Finance Accounts
Talent Partner overseeing the role:
Chengeer Lee - Senior Talent Acquisition Partner
What you will be doing:
- Subscription renewal collections
- Daily follow-up of open receivables, unapplied payments, and account reconcilia5ons,
- Working knowledge of various accounting ERP systems and a thorough understanding of general accounting principles and accounting impacts of transactions.
- Analyze Cash Flow, Weekly and Monthly Trends, DSO, etc.
- Process bankruptcy filings in the correct manner when received
- Guarantee the processing of payments
- Record all customer payments to the correct reports
- Attend to inbound and outbound collections calls and correspondence
- Update customer files to ensure data integrity
- Act as a company representative in upholding quality customer service and a positive company image by resolving customer account inquiries
- Locate delinquent customer accounts through various means, e.g., written correspondence, phone contact, and making payment arrangements
What you will bring:
- 2-5 years of Collections experience ideally in a SaaS environment
- Experience working in a Licensing Software company is a strong asset
- Commitment to privacy and ethical conduct, and compliance with firm policies and procedures.
- Has a proven track record of working with CRM systems, ideally in an enterprise environment
- Customer-success-driven mindset and ability to build solid interpersonal relationships
- Experience using accounting software
- Advanced proficiency in Microsoft Office Suite particularly in Excel and Word.
- Proven knowledge of credit analysis
- Effectively analyze customer accounts and make decisions based on said analyses
- Ability to adequately handle sensitive/confidential information
- Must be a Canadian Citizen or a Permanent Resident.
- Experience in Microsoft Dynamics Great Plains is an asset
About Caseware
Caseware's cutting-edge software products are meticulously designed for accounting firms, corporations, and governments. Our teams are continually collaborating, innovating, and building upon our existing suite of products. With a customer-focused mindset, we are building technology that is shaping what the future of audits, financial reporting, and financial data analytics will look like.
With a recent strategic investment from Hg Capital in 2020, Caseware is now in its next major growth phase as we double down on the people and products that have made Caseware so successful to date.- Certn.co_
- which typically includes an Identity Verification and Criminal Record Check. Executives and Senior Managers will undergo a Soft Credit Check as well._
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