Collections Specialist

About this role:

The B2B (Business to Business) Collections Specialist is an integral part of the Credit & Collections team. Primary responsibility is to manage a high-volume collection portfolio by maintaining an acceptable payment pattern for each Client identifying and resolving invoice discrepancies and maintaining a good relationship with our customers and other key stakeholders. Initiate contact with the Client to ensure the Client pays for services within the terms of the contract. Evaluate Client's credit history to review, approve or recommend terms for new business. Escalate risk to sales, management, outside counsel if delinquent. Support sales if the client dispute invoices or requires supporting documentation/ preparation of a statement. Maintain collections history in Oracle Fusion. 

What you'll do:  

• Understand and adhere to all corporate guidelines for pricing, legal, product, SOX (Sarbanes Oxley) and country-specific laws. 

• Evaluate credit history, review and help Deal Hub prepare Sales Agreements with Sales for non-standard terms before presenting to Client; provide updated language, calculation of credits for re-writing and recommendations for edits or further approvals before submission to Client.

• Start collections process through automated collections workflows, combining direct collection efforts via phone and email to the Client.

• Collections performance: responsible for collecting payment for assigned invoices, measured on success of invoices collected in each aging category, frequency of Client contact, cash collected and managing unapplied cash and credits with refunds / applications.

• Support B2B rolling regional portfolio of invoices handling < 600 transactions targeted at the beginning of each quarter

• Responsible for 90/60/30/0 transactions documenting actions and touch points to meet target goals for receivable funds.

• Frequency of interaction with client on invoice status (payment dates / Payment promises / issue resolution / etc.)

• Touchpoint Cadence: responsible for maintaining contact with Internal and External stakeholders to resolve payment, measured on average of days since last contact by transaction utilizing Microsoft Word/Excel/PowerPoint and Outlook

• Identify Client issues early and escalate to management and sales.

• Provide recommendations for enforcing terms or preparing a payment plan directly with the Client.

• Coordinate with the Order Management teams to validate Clients outstanding balance or refund any overpayment coordinating with Cash Applications

• Coordinate with the Portal team to support electronically invoicing and collecting through Client's portals.

• Preparation of credit memos and accurate coding depending upon the nature of the credit.

• Provide monthly reports to management and Sales on all balances >$10K 60 days + delinquent.

• Meet and exceed all individual monthly & quarterly cash collection, delinquency, unapplied cash, DTC & UTC targets.

• Demonstrated ability to present updates to internal and external stakeholders as needed

• Proficiency in Microsoft office, Word, Excel and PowerPoint

What you'll need:

• Bachelor's degree or equivalent work experience preferred.

• Minimum 2 or more years of related office experience in one of the following areas: Customer Service, Collections, Sales Support.

• Proficient in Microsoft Word, Oracle and a CRM system knowledge a plus. (Salesforce)

• Above average proficiency in Microsoft Excel (Creation of formulas, sorting, filtering and general spreadsheet manipulation)

• Excellent oral and written communication skills.

• Ability to communicate with a diverse audience at various levels and all countries and cultures within the organization.

• Effective listening skills.

• Excellent customer service skills.

• Strong initiative.

• Ability to work in a fast-paced, high-pressure environment.

• Excellent time management skills and ability to meet tight deadlines.

• Strong analytical and problem-solving skills.

• Attention to detail.

• Ability to adapt to a constantly changing environment.

• Strong interpersonal skills.

• Strong team player.

• Ability to build strong internal/external business partnerships.

Who you are:

• Motivated, high-potential performer, with demonstrated ability to influence and lead.

• Strong communicator with excellent interpersonal skills.

• Able to solve complex problems and successfully manage ambiguity and unexpected change.

• Teachable and embracing of best practices and feedback as a means of continuous improvement.

• Consistently high achiever marked by perseverance, humility and a positive outlook in the face of challenges.

What we offer:

In addition to an outstanding work environment with rapid advancement potential, Gartner associates enjoy exceptional compensation and benefits, including:

• An upbeat, positive culture. Integrity, objectivity, collaboration, results and a no-limits mindset are central to our values.

• Limitless growth. We work with you to help you meet your goals and advance within the company.

• Encouragement to be innovative and challenge status-quo.

• Exposure to industry-leading training and development.

• Performance-based recognition and rewards.

Who are we? 

At Gartner, Inc. (NYSE:IT), we guide the leaders who shape the world.

Our mission relies on expert analysis and bold ideas to deliver actionable, objective insight, helping enterprise leaders and their teams succeed with their mission-critical priorities.

Since our founding in 1979, we've grown to more than 21,000 associates globally who support ~14,000 client enterprises in ~90 countries and territories. We do important, interesting and substantive work that matters. That's why we hire associates with the intellectual curiosity, energy and drive to want to make a difference. The bar is unapologetically high. So is the impact you can have here.

What makes Gartner a great place to work? 

Our sustained success creates limitless opportunities for you to grow professionally and flourish personally. We have a vast, virtually untapped market potential ahead of us, providing you with an exciting trajectory long into the future. How far you go is driven by your passion and performance.

We hire remarkable people who collaborate and win as a team. Together, our singular, unifying goal is to deliver results for our clients.

Our teams are inclusive and composed of individuals from different geographies, cultures, religions, ethnicities, races, genders, sexual orientations, abilities and generations.

We invest in great leaders who bring out the best in you and the company, enabling us to multiply our impact and results. This is why, year after year, we are recognized worldwide as a great place to work.

What do we offer? 

Gartner offers world-class benefits, highly competitive compensation and disproportionate rewards for top performers. 

In our hybrid work environment, we provide the flexibility and support for you to thrive — working virtually when it's productive to do so and getting together with colleagues in a vibrant community that is purposeful, engaging and inspiring.

Ready to grow your career with Gartner? Join us.

The policy of Gartner is to provide equal employment opportunities to all applicants and employees without regard to race, color, creed, religion, sex, sexual orientation, gender identity, marital status, citizenship status, age, national origin, ancestry, disability, veteran status, or any other legally protected status and to seek to advance the principles of equal employment opportunity.

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