COLLECTIONS ANALYST

EXTRAORDINARY PEOPLE. EXCITING POSSIBILITIES. GREAT OPPORTUNITY. 

Custom Truck One Source has changed the way the industry looks at specialized truck and heavy equipment solutions. With sales, rentals, aftermarket parts and service, equipment customization, remanufacturing, financing solutions, and asset disposal, our team of experts, vast equipment breadth and integrated network of locations across North America offer superior service and unmatched efficiency for our customers. Your success is what's next with Custom Truck One Source. 

 
Summary 

This role is the primary customer contact for collection of assigned customer accounts in the Custom Truck One Source (CTOS) Accounts Receivable department. You will call upon and work directly with customers to ensure timely payments and resolve customer discrepancies and disputes while working cooperatively with other internal departments. The Collections Analyst must identify customer challenges, evaluate issues, and work toward solutions to collect payments. Strong rapport building and communication skills are necessary for customer relations and successful collecting. 

 
Essential Duties and Responsibilities 

• Call upon, collect, and manage assigned customer accounts and maintain relationships with customer Accounts Payable staff and related departments through regular phone calls and well-documented notes. 
• Perform daily review of outstanding balances of assigned accounts, focusing on priority accounts with past due balances. Provide support documentation to the customer and conduct research to resolve issues and promptly answer questions. 
• Manage and maintain customer account notes and data in systems and spreadsheets. 
• Provide management with accurate, timely status updates on assigned accounts by entering clear, concise notes in the Salesforce system. 
• Assess delinquent accounts and escalate issues to management based on company policy. 

• Dispute Resolution – be the liaison between our customers and Sales teams to expedite resolution for all parties. 
• Follow departmental policies and procedures including rules for exceptions and unapplied cash. 
• Additional special projects as requested. 
• Recommend efficiencies in processing. 

 
Required Skills and Qualifications 

• High School Diploma or GED certificate.
• Minimum 2 years of experience in a high-volume accounts receivable team. 
• Solid MS Office Excel skills.
• Strong problem-solving skills. 
• Tenacious and analytical with ability to research and follow-up with customers. 
• Detail oriented and ability to multi-task. 
• Ability to resolve conflict with strong negotiation and rapport building skills.
• Ability to prioritize high volume workload while working independently and in a team.
• Excellent communication skills (written and verbal) with customer service focus.
• Acts in a professional manner, deploys diplomacy in all situations, and possesses ability to work with customers in tenuous situations when representing CTOS.

 
Preferred Skills and Qualifications 

• Ability to collect on past due accounts.
• Comfortable communicating with customers in a metrics-driven environment. 
• Ability to navigate multiple technologies while staying engaged with our customers. 
• Possess excellent communication and decision-making skills; in addition to problem solving skills.

• Possess strong customer focus with the ability to have detailed conversations with customers. 
• Think critically and exercise independent judgement.
• Effective time management skills.

 
Working Conditions 

The position location will be in the CTOS corporate office during regular business hours. Occasional overtime may be required to complete tasks or meet with leadership staff. 

 
Physical Requirements 

• Required to sit for lengthy periods of time. The employee frequently is required to walk, climb stairs; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. 
• The employee will regularly be using a computer and monitor, and occasionally lift or move up to 15 pounds. 
• Ability to work as scheduled, Monday – Friday plus any additional hours necessary to meet business demands. 

 
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice. 

 
BENEFITS 

•  
  401(k) with Employer Match 
• Competitive Health Care 
• Dental, Vision, and Life Insurance 
• Paid Vacation, Sick and Holidays 
• STD/ LTD 
• Partner Discounts 
• Investment in Employee Development 

 
Custom Truck One Source is an Equal Opportunity Employer and provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.