Cash Apps and Collection Specialist

ABOUT SOURCEPASS

We are Sourcepass, an IT consulting company (MSP) that has been providing network support and solutions for our clients since 2001. We create and deliver innovative IT services, cloud computing, and security solutions that match the right technologies to specific industries and business strategies. We strive to provide top quality IT services to our clients so they can focus on the productivity and profitability of their business.

We have been named by Channel Futures as one of the world's 501 most strategic and innovative MSP's for the past 6 years and awarded Top Workplaces in 2020 and 2021 by Newsday! Pretty cool right? We like to think so!

WHY JOIN US?

At Sourcepass we are focused on growing our team members and giving the proper tools for success. We support and highly encourage professional development. We seek to be a cultivating environment for new ideas and suggestions with an opportunity to collaborate with world class team members.

We have an exciting opportunity to join our amazing team of 500+ staff as a Cash Apps and Collection Specialist.

Feel free to check out our website at www.sourcepass.com to learn more about us!

POSITION SUMMARY

As Cash Apps and Collection Specialist, you will be responsible for maximizing cash flow and improving DSO. In order to be successful in this role, you should have excellent communication and negotiation skills, and a proven ability to work independently. The Collections Specialist will be expected to act as a liaison between our customers and the organization in a way that supports our mission to deliver an IT experience that clients love, making someone with a combination of collections and customer service experience an ideal candidate. We are looking for a motivated and reliable team player who can work efficiently and effectively, while maintaining accuracy, in a fast-paced environment.

This position requires you to be on-site at our Melville, NY office at least 4x/week and 1 day remote from home.

The salary for this position is $60,000.

RESPONSIBILITIES

• Proven success meeting collection and DSO targets
• Maintain ownership of the AR Aging with respect to your assigned accounts
• Responsible for inbound and daily outbound collection calls and communications with clients
• Facilitate cross functional communication across the organization to resolve customer disputes
• Identify root causes and make recommendations for process improvements
• Negotiate payment plans, when necessary
• Prioritize proactive communications with customers to minimize losses associated with bad debt
• Demonstrate strong customer service skills when handling customer complaints and supporting issue resolution
• Notify management of any financial risk identified
• Make recommendations to put customers on credit hold
• Make recommendations for bad debt write offs
• Assist with cash flow forecasting
• Maintain knowledge of applicable laws, regulations, and compliance standards

DESIRED SKILLSET/EXPERIENCE

• Associate's Degree preferred
• 5+ years with cash apps and collections experience required (job is current >50% cash applications)
• Microsoft Office application experience required
• Intermediate to Proficient Excel skills required
• NetSuite experience a plus
• ConnectWise Manage experience a plus
• Stripe experience a plus
• Strong verbal and written communication skills and interpersonal skills required
• Demonstrated ability to prioritize work and manage multiple projects concurrently
• Attention to detail
• Maintain strict confidentiality of sensitive client and company information.
• Ability to work independently