Collections Specialist II

Job Description:

Job Description Summary

• Manage collections activity for an assigned client portfolio, ensuring timely payment of outstanding invoices and achievement of monthly cash collection targets.
• Review and analyze Accounts Receivable Aging Reports; contact past-due customers promptly and execute escalation and service hold processes as required.
• Perform customer account reconciliations, including procurement portals such as Ariba and Coupa, to identify and resolve root causes of non-payment.
• Resolve billing and contract disputes in coordination with internal stakeholders to remove payment barriers while preserving customer relationships.
• Maintain accurate, complete account records in Workday; prepare Accounts Receivable and collections reports for the assigned portfolio as directed.
• Partner with cross-functional teams to improve operational efficiency, accelerate cash flow, and reduce Days Sales Outstanding (DSO).
• Provide backup support to colleagues and contribute to team projects and continuous improvement initiatives as assigned.

Required Qualifications

• 3–5 years of experience in collections, credit, or general accounting.
• Proficiency with an ERP system; Workday Finance strongly preferred.
• Solid working knowledge of the order-to-cash cycle and foundational GAAP concepts.
• Ability to review and interpret customer contracts in relation to financial obligations and payment terms.
• Experience reconciling customer procurement portals, including Ariba and/or Coupa.
• Strong written and verbal communication skills, with demonstrated ability to engage internal and external stakeholders effectively.
• Proficiency in Microsoft Office, with emphasis on Excel and Word.

Preferred Qualifications

• Bachelor's degree in Business, Finance, or Accounting.
• Equivalent combination of education, training, and relevant professional experience accepted in lieu of a formal degree.
• 3–5 years of customer-facing or account management experience in a service-oriented environment.
• Prior experience in the software or professional services industry.
• Ability to manage competing priorities, work independently, and make sound decisions in a fast-paced environment.

Pay Transparency Statement:

Base pay offered to new hires may vary based upon factors including relevant industry and job-related skills and experience, geographic location, and business needs.* The range displayed does not encompass the full potential of the role, which allows for further growth and career progression.

In addition, as a part of our total compensation package, this role may be eligible for the Vertex Bonus Plan (VOB), a role-specific sales commission/bonus, and/or equity grants.

Learn more about Life at Vertex and connect with your recruiter for more details regarding Vertex's compensation and benefit programs.

*In no case will your pay fall below applicable local minimum wage requirements.

Originally posted on Himalayas