Specialist (Pune)

1 week ago

Pune, Maharashtra, India addepar Full time

Who We Are

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have trusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 40 countries, Addepar's platform aggregates portfolio, market and client data for over $5 trillion in assets. Addepar's open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh, Scotland and Pune, India.

*Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‐dealer and member FINRA / SIPC.

The Role

As Senior Collections Specialist you will be handling the collections process for the company. This role requires a blend of leadership, analytical skills, and a deep understanding of credit and collections process. You will play a crucial part in ensuring that the organization's outstanding accounts receivable are minimized while maintaining positive relationships with clients and driving the efficiency and effectiveness of the collections process.

What You'll Do

Ensure optimal collection results with timely submission of invoices, tracking the movement as per customer payment process and timely action on overdue accounts. Interact with global clients to collect balances on invoices. Maintain the account status as "standard" and resolve all disputes. Identify sticky and problematic cases and follow suitable escalation matrix as defined in the policies. Partner cross-functionally with teams including sales, sales ops, tax, cash apps, legal, billing and order management. Monitor collections performance against key performance indicators and benchmarks, analyzing data to identify trends and areas for improvement. Evaluate current collections processes and performance metrics, seeking opportunities to improve efficiency, effectiveness, and compliance.

Who You Are

Bachelor's degree in finance, accounting, or a related field. Proven experience in collections with 5+ years relevant experience in a global setup. Experience working in a Technology/Software/SaaS company will be a huge advantage. Strong follow up and recovery approach, excellent analytical and problem-solving abilities, with a data-driven approach. Strong communication and interpersonal skills, with the ability to collaborate optimally across departments This is a hybrid role (3 days work from office) based at our office in Pune (Viman Nagar).

Our Values

Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. Build Together - Collaborate to unlock the best solutions. Deliver lasting value. Champion Our Clients - Exceed client expectations. Our clients' success is our success. Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

To ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote "interviews," and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to

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