Collections Specialist

Role: Cash and Collection Executive /PMP Writer

Designation -Specialist, Sales Support

Location:

Employment Type:

Experience

Concentrix is a technology-enabled global business services company specializing in customer engagement and improving business performance. We partner with ambitious, progressive executives around the world to future-proof their business and stay ahead of the competition and customer expectations.

We are seeking a detail-oriented and customer- focused Cash and Collections/PMP Specialist to join our Accounts Receivable team in a fast-paced specialty distribution environment. This role is responsible for creating team PMP (SOP) Documents while also managing a portfolio of business-to-business (B2B) accounts, resolving billing issues, cash posting resolution and driving timely payments while maintaining strong client relationships. The ideal candidate will have experience in B2B collections and/or Cash posting, particularly in healthcare, pharmaceutical, or specialty distribution industries.

ESSENTIAL FUNCTIONS

• Create, edit, and format task-level documentation such as Procedures, Job Aids, Participant and Facilitator Guides, and Forms.
• Work closely with SMEs, business leaders, and product owners to design training materials that support operational excellence.
• Ability to document processes while learning and adapting to new workflows.
• Manage a portfolio of B2B customer accounts to ensure timely collection of receivables.
• Post daily payments to the appropriate accounts for various customers; apply credits and debit memos, adjustments, and write offs in a timely and efficient manner.
• Process EFT, ACH, Credit Card, and wire payments.
• Ensure timely response related to month-end closing process, and complete posting by first day of next fiscal month.
• Perform research of unidentified/unapplied payments and misapplied cash.
• Match remittance detail received via email with corresponding electronic payment(s).
• Monitor Accounts Receivables email inbox for corresponding remittance detail for credit card payment and ACH/EFT payments.
• Prepare detailed, accurate and organized accounts receivable reconciliations for customer requests as well as internal requests.
• Assist with emailing customer invoice copies and excel statement requests as required. Provide quality professional customer service to all internal and external A/R personnel.
• Proactively contact business clients via phone, email, and customer portals to resolve past-due balances
• Research and resolve payment discrepancies, short-pays, and disputes in coordination with internal teams (Sales, Customer Service, Billing, Cash, et..)
• Monitor aging reports and prioritize collection efforts based on risk, balance, and payment trends
• Maintain accurate collection notes, status updates, and documentation in the ERP system
• Escalate high-risk accounts or unresolved issues to leadership in a timely manner
• Contribute to continuous process improvement initiatives for the cash and collections workflow
• Schedule and lead customer-facing WebEx meetings to review aging, payment trends, and open issues
• Send out account statements in Excel format on a regular basis and support customer inquiries related to those statements

Qualifications

• 2-4 years of experience in B2B collections or accounts receivable (cash application); industry experience ins specialty distribution, healthcare or pharmaceuticals strongly preferred
• 2-4 years of experience in SOP/PMP Writing
• Strong English Writing and Speaking Skills
• Proficient in Microsoft Excel, including preparing and formatting customer-facing statements (VLOOKUPs, pivots tables a plus)
• Comfortable leading virtual meetings with customers and internal teams
• Working knowledge of SAP
• Excellent communication and negotiation skills, with professional and customer-focused demeanor
• Ability to work independently, manage multiple priorities, and meet deadlines
• High attention to detail and problem-solving skills

Disclaimer:'Neither Concentrix nor any authorized 3rd

party who assist with our recruitment process, ever ask candidates for ‘recruitment’, ‘processing’ or any other kind of fees in exchange for offer letters from Concentrix. Offer letters and other recruiting correspondence from Concentrix are printed on Concentrix