Highly skilled Senior Collections Specialist with background in debt recovery. Demonstrated success in negotiating payment plans, reducing delinquency rates and improving overall financial health of companies. Strengths lie in customer service, problem-solving, and assertive communication skills. Proven ability to make a significant impact on business operations through effective account management strategies and consistent performance improvement initiatives.
Overview
8
8
years of professional experience
Work History
Senior Collections Specialist
Vanta, Inc.
Austin, Texas
10.2022 - Current
Manage the daily entry and distribution of customer invoices, ensuring accuracy and timely billing.
Apply cash receipts and resolve billing inquiries to enhance customer satisfaction and ensure accurate account balances.
Assist in the full order-to-cash process, collaborating with sales teams and improving cash flow through consistent communication.
Implement collections processes and procedures that drive efficiency, reduce outstanding balances, and optimize cash collection efforts.
Generate weekly accounts receivable aging reports, providing detailed analytical feedback and recommendations to leadership.
Contribute to the successful implementation of automated AR and billing solutions (Tesorio and NetSuite), enhancing operational efficiency.
Review delinquent accounts and initiate contact with customers to collect payment.
Negotiate repayment plans with customers, as needed.
Assist with legal action against non-paying customers, when necessary.
Manage the chargeback and refunds process, ensuring accurate and timely application of credit memos and refunds.
Senior Collections Specialist
Box Inc.
Austin, Texas
12.2019 - 10.2022
Maintained strategic relationships with customers and partners to ensure timely payment of invoices, emphasizing high-level customer service.
Analyzed customer payment patterns and trends to identify potential issues.
Managed accounts receivable aging and worked to improve collection rates, reducing days sales outstanding (DSO).
Led a team of four offshore professionals, overseeing cash and refund application processes, ensuring timely allocation of payments.
Utilized BlackLine Recon software to automate the reconciliation of bank accounts, general ledger accounts, and intercompany transactions, ensuring compliance and accuracy.
Prepared reports and documentation for internal and external audits, ensuring adherence to SOX compliance standards.
Managed chargebacks and refund processes, ensuring proper documentation and resolution in alignment with company policies.
Senior Client Coordinator Supervisor
Ketterman Rowland & Westlund
Austin, Texas
07.2016 - 05.2019
Led and trained a team of 6 professionals, providing comprehensive support for over 1,000 leads across Texas and Louisiana, demonstrating exceptional time management and organizational skills.
Achieved and maintained a 100% client retention rate, securing 600 clients per month and driving revenue growth from $60M to $72M in FY16 to $120M to $132M in FY18.
Coordinated and led sales strategy calls with team members, setting inventory, client retention targets, and forecasting client commitments for upcoming clinics.
Improved employee and customer retention by implementing proactive communication strategies and delivering effective problem-solving solutions.
Provided accurate sales forecasting and administrative support to 5 remote attorneys, ensuring smooth operations and timely decision-making.
Collaborated with fellow supervisors to prepare and present performance updates and monthly business reviews, offering key insights and actionable recommendations to upper management.