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Collections Analyst

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Okta

2mo ago

  • Job
    Full-time
    Mid Level
  • Accounting & Tax
    Business, Operations & Strategy
  • Manila

AI generated summary

  • You have 3+ years in Collections, preferably in Tech/SaaS; strong problem-solving skills; solid ERP (NetSuite preferred) and MS Office experience; and a Bachelor’s Degree or equivalent.
  • You will monitor accounts, send reminders, resolve disputes, manage records, log collections, reconcile accounts, and collaborate with teams while handling special projects as needed.

Requirements

  • 3+ years of experience in Collections, with a majority in the Technology Industry
  • Experience in the tech and SaaS experience (highly preferred)
  • Strong problem-solving skills, high level of curiosity, find solutions and deliver results
  • Solid experience with key financial tools and ERP systems (NetSuite preferred) as well as Microsoft Office skills including Excel and PowerPoint
  • Bachelor's Degree or equivalent work experience

Responsibilities

  • Monitor portfolio of accounts, ensuring timely follow-up on outstanding invoices
  • Send reminders and collections notices on past due invoices
  • Recommend deactivations for past due accounts and/or work stoppage on past due implementations
  • Drive resolution of disputes including tax, POs, billing and other issues, while monitoring trends of disputes
  • AR refund requests
  • Escalate payment plan requests to Senior or above in accordance with department policy
  • Maintain customer records including contacts, payment trends, and payment runs
  • Log daily collections activity
  • Reconcile customer accounts
  • Escalate bankruptcy filings to lead and manager
  • Collaborate with internal and external representatives to address issues
  • Build and maintain relationships with internal parties
  • Internal projects, as required

FAQs

What responsibilities will the Collections Analyst have?

The Collections Analyst will monitor a portfolio of accounts, send reminders for outstanding invoices, drive resolution of disputes, maintain customer records, log daily collections activity, reconcile accounts, and collaborate with internal and external representatives to address issues.

What qualifications are required for this position?

The position requires 3+ years of experience in Collections, preferably in the Technology Industry, experience in tech and SaaS, strong problem-solving skills, solid experience with financial tools and ERP systems (NetSuite preferred), and a Bachelor's Degree or equivalent work experience.

Are there any specific software skills required for this role?

Yes, solid experience with key financial tools and ERP systems, particularly NetSuite, as well as proficiency in Microsoft Office skills, including Excel and PowerPoint, are required.

Will I need to manage any disputes as a Collections Analyst?

Yes, the Collections Analyst will be responsible for driving the resolution of disputes including tax issues, purchase orders, billing, and monitoring trends of disputes.

What types of accounts will I be working with?

The Collections Analyst will work with a portfolio of accounts, focusing on managing outstanding invoices and ensuring timely follow-up.

What is the company's stance on diversity and inclusion?

Okta is committed to fostering Diversity, Equity, Inclusion, and Belonging, and celebrates a variety of perspectives and experiences among its employees.

How does Okta support employee benefits?

Okta offers amazing benefits, supports social impact initiatives, and cultivates a dynamic work environment with tools and technology that empower employees.

Is there an opportunity for career growth within Okta?

Yes, Okta encourages lifelong learning and personal growth, allowing employees to advance and develop their careers within the company.

Where is the Collections Analyst position located?

The Collections Analyst position is located in Manila, Philippines.

How can I apply for this position?

You can find more information and apply for the Collections Analyst position on the Okta careers page at https://www.okta.com/company/careers/.

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Okta

The World's Identity Company

Technology
Industry
1001-5000
Employees
2009
Founded Year

Mission & Purpose

Okta is the leading independent identity provider. The Okta Identity Cloud enables organizations to securely connect the right people to the right technologies at the right time. With more than 7,000 pre-built integrations to applications and infrastructure providers, Okta provides simple and secure access to people and organizations everywhere, giving them the confidence to reach their full potential. More than 10,000 organizations, including JetBlue, Nordstrom, Siemens, Slack, T-Mobile, Takeda, Teach for America, and Twilio, trust Okta to help protect the identities of their workforces and customers.

Benefits

  • Healthcare

  • Sick pay insurance

  • Pension scheme

  • Dental