What are the responsibilities and job description for the Collections Specialist position at Cardone Ventures?
POSITION SUMMARY
The Collections Specialist is responsible for processing new sales orders, building payment plans in the A/R system, and collecting outstanding accounts receivable dollars from the existing client base. This individual will manage the AR inbox, resolve customer billing problems and reduce accounts receivable delinquency.
ABOUT CARDONE VENTURES
Our mission is to help business owners achieve their personal, professional, and financial goals through the growth of their businesses. We work in dozens of verticals and provide strategic business guidance through courses, live events, partnerships, and investments. Our core values are the backbone of our business and guide our hiring process: we are inspirational, disciplined, accountable, transparent, aligned, and results oriented. This company operates nationally and is growing by the day.
OBJECTIVES
- Monitor AR email inbox throughout workday for new sales orders received and process accordingly
- Respond to AR inbox inquiries related to client accounts, requests for invoice copies, etc.
- Post daily payments received in Invoiced.com
- Build daily deposits from bank reconciliation – post in QBO
- Follow up with client base on any declined payment transaction
- Reviewing open accounts for collection efforts.
- Making outbound collection calls in a professional manner while keeping and improving customer relations.
- Resolves client-billing problems and rescues accounts receivable delinquency, applying good customer service in a timely manner.
- Collect customer payments in accordance with payment due dates.
- Identify issues attributing to account delinquency and discuss them with Accounting Manager & Controller.
- Review and monitor assigned accounts and all applicable collection reports.
- Provide timely follow-up on payment arrangements.
- Email correspondence to customers to encourage payment of delinquent accounts
COMPETENCIES
- Strong communication, problem solving and analytical skills required
- Ability to work independently and to adapt to a fast changing environment.
- Experience with Invoiced.com and Quickbooks Online preferred
- Ability to hold clients accountable for adhering to payment by consistent follow up
- Ability to form strong connections with clients through customer service
- Must have attention to detail with an eye for accuracy.
- Creative, self-disciplined and capable of identifying and completing critical tasks independently and with a sense of urgency
EDUCATION AND EXPERIENCE
- Minimum of 2 years of corporate collections experience including interaction with a large customer base.
- Quickbooks experience (Web & Desktop)
PHYSICAL REQUIREMENTS
- Extended periods of time sitting at a desk or computer
COMMITMENT TO DIVERSITY
As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce, Cardone Ventures recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation, or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates, and partners.
If this position caught your eye, send us your resume! For best consideration, include the job title and source where you found this position in the subject line of your email to careers @cardoneventures.com. Already a Cardone Ventures candidate? Please connect directly with your recruiter to discuss this opportunity.
Job Type: Full-time
Pay: $55,000.00 - $75,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
- Weekend availability
Supplemental pay types:
- Bonus pay
Ability to commute/relocate:
- Scottsdale, AZ: Reliably commute or planning to relocate before starting work (Preferred)
Experience:
- QuickBooks: 1 year (Preferred)
- Billing: 2 years (Preferred)
Work Location: One location
Salary : $55,000 - $75,000