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Tableau Software
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Credit & Collections Senior Specialist

Credit & Collections Senior Specialist

Tableau Software

3 - 7 years

5 - 9 Lacs

Hyderabad

Posted:1 hour ago| Platform:

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Skills Required

ERP Payment processing Excel Financial reporting Billing GAAP Customer service Oracle Accounts receivable Salesforce

Work Mode

Work from Office

Job Type

Full Time

Job Description

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.

About Futureforce University Recruiting

Job Category

Finance

Job Details

About Salesforce

We re Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good you ve come to the right place.

Job Title: Collections, Cash Application, and Customer Service Specialist

Location: Hyderabad, India
Job Type: Full-time
Reports To: [Hiring Manager/Supervisor]

Job Summary:

We are seeking a detail-oriented and customer-focused professional to join our team as a Collections, Cash Application, and Customer Service Specialist . This role is responsible for managing accounts receivable functions, including collections, cash application, and resolving customer inquiries. The ideal candidate will have strong analytical skills, excellent communication abilities, and a proactive approach to problem-solving. This role will require supporting our Americas region 9am to 5pm EST/6:30pm - 2:30 am IST

Key Responsibilities:

Collections & Accounts Receivable:

Monitor and manage assigned accounts to ensure timely collection of outstanding balances.
Contact customers via phone, email, and written communication to follow up on past-due invoices.
Negotiate payment plans and resolve disputes to minimize bad debt.
Research and resolve billing discrepancies, chargebacks, and short payments.
Maintain accurate records of collection activities and update customer accounts accordingly.
Work closely with the sales and finance teams to address payment issues.

Cash Application & Payment Processing:

Apply incoming payments (checks, ACH, wire transfers, credit card payments) to customer accounts accurately and timely.
Investigate and resolve unidentified or misapplied payments.
Reconcile customer accounts and research discrepancies to ensure proper allocation of funds.
Collaborate with the accounting team to ensure accurate financial reporting.

Customer Service & Account Support:

Respond to customer inquiries regarding invoices, payments, and account balances.
Provide excellent customer service by addressing concerns and resolving issues promptly.
Assist with account reconciliations and provide statements upon request.
Work with internal teams to improve processes and enhance the customer experience.

Qualifications & Skills:

Bachelor s/Masters degree in Accounting, Finance, Business Administration, or a related field (preferred).
Upto 36 months of experience in collections, accounts receivable, cash application, or a related role.
Strong communication and negotiation skills.
Proficiency in accounting software (Oracle, Workday, or similar) and Microsoft Excel.
Detail-oriented with strong organizational and problem-solving abilities.
Ability to work independently and as part of a team.
Customer-focused mindset with a professional and courteous attitude.

Preferred Qualifications:

Experience in a high-volume accounts receivable environment.
Knowledge of GAAP principles and financial reconciliation.
Familiarity with ERP systems and payment portals.

If you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form .

Posting Statement

Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey.

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Credit & Collections Senior Specialist