Collections Specialist

Job Summary:

ITS is seeking a proactive and results-driven Collections Specialist to manage B2B account receivables through strategic, client-facing engagement.
In this role, you will conduct on-site visits to strengthen client relationships, assess payment challenges, and negotiate effective solutions.

You will also handle follow-ups through phone and email to maintain healthy portfolios.
Were looking for a skilled communicator with exceptional in-person negotiation abilities and a deep understanding of B2B credit and collections to drive success in this pivotal role.

Responsibilities:

• Conduct regular on-site visits to B2B clients to address outstanding balances, build trust, and develop customized payment plans collaboratively.
• Manage and oversee an assigned portfolio of B2B accounts, proactively identifying and resolving past-due balances.
• Leverage phone and email for scheduling appointments, following up on agreements, and addressing routine client inquiries.
• Build and maintain strong, professional relationships with key client stakeholders through meaningful in-person interactions.
• Investigate and resolve payment discrepancies and billing issues, often through on-site discussions to ensure clarity and resolution.
• Document all collection activities meticulously, including detailed notes from client visits and payment arrangements, in ITSs system.
• Escalate complex issues to management with clear, actionable insights derived from client interactions.
• Collaborate with Sales and Finance teams to streamline collections processes, incorporating field observations to enhance outcomes.
• Analyze payment trends and on-site feedback to identify potential risks and recommend proactive strategies.
• Generate regular reports on collection activities and aging analysis, showcasing key results from client engagements.
• Ensure compliance with company policies, procedures, and relevant legal standards.
• Propose process improvements based on field experiences and client feedback to optimize efficiency.
• Actively participate in team meetings, contributing to departmental goals and fostering a collaborative environment.

Qualifications:

• Bachelors Degree in any field.
• Minimum of 2 years of experience in a similar B2B collections or client-facing role.
• Exceptional in-person communication, interpersonal, and negotiation skills to build trust and drive results.
• Proven track record of establishing lasting client relationships through face-to-face engagement.
• Strong verbal and written communication skills for effective phone and email correspondence.
• Sharp analytical and problem-solving skills with a keen eye for detail.
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook).
• Self-motivated with excellent time management skills to prioritize and manage on-site visits efficiently.
• Results-oriented mindset with a sense of urgency to meet deadlines and achieve targets.
• Ability to handle sensitive information with professionalism and confidentiality.