Senior Credit & Collections Analyst

Candidates must reside in either the Bellevue/Seattle, WA region or the San Francisco Bay Area to be eligible for this role.

Job Responsibilities:

• Manage a portfolio of key strategic accounts and top reseller/partners, ensuring timely outreach, resolution of outstanding invoices, and reconciliation of complex accounts with minimal oversight. Including:
• Payment reminders, 
• Collections notices 
• Drafting legal demand letters, when necessary.
• Provide guidance on escalations of accounts to cross-functional teams and other analysts.
• Handle account deactivations or work stoppages due to non-payment, and escalate issues according to policy.
• Negotiate payment plans within internal guidelines, escalating sensitive cases appropriately.
• Drive dispute resolution (e.g., tax, purchase orders, billing), monitor dispute trends, and recommend operational improvements.
• Submit and track refund requests and ensure compliance with customer banking and documentation standards.
• Perform financial and credit analysis on new customer opportunities and provide recommendations per company policy.
• Forecast incoming payments, supporting FP&A by maintaining up-to-date customer payment trends, notes, and promise-to-pay (PTP) tracking.
• Conduct Days Beyond Terms (DBT) analysis for key accounts and escalate payment behavior changes.
• Support quarterly business reviews (QBR) preparation, create accounting slides, and present insights to leadership.
• Communicate effectively with external legal counsel on bankruptcies, settlements, and disputes, managing approvals and escalations as needed.
• Actively engage and lead cross-functional and strategic projects, suggesting and driving change across billing, collections, and QTC operations.
• Perform UAT (User Acceptance Testing) on system changes and collaborating with Business Technology and other departments on technical enhancements.
• Maintain working knowledge of systems/tools, ensuring understanding of end-to-end collections processes.
• Train, coach, and support team members; create and maintain training materials as processes evolve.

Skills & Qualifications

• 5+ years of collections or accounts receivable experience, preferably in a SaaS or technology company.
• Advanced analytical skills, including payment trend analysis, forecasting, and reporting.
• Strong experience with ERP and collections management tools (e.g., Salesforce, NetSuite, Workday, and Slack).
• Solid understanding of revenue recognition principles and QTC operations.
• Experience communicating and collaborating with Sales, Customer Success, Legal, and Finance departments.
• Ability to manage multiple tasks effectively with strong prioritization and organizational skills.
• Strong organizational mindset and ability to execute quickly against priorities.
• Skilled communicator, capable of leading internal and external discussions, presenting updates, and summarizing key points.
• Effective at building cross-functional relationships and driving resolution through collaboration.
• Intellectual curiosity, with a proactive and creative approach to problem-solving.
• Open to feedback and continuous learning; structures career progression with regular manager check-ins.
• Ability to coach and mentor peers and junior team members; leads by example.

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