Collection & Dispute Specialist
Core
Manage manual collection tasks, investigate payment disputes, and coordinate between Customer Success and Finance teams to ensure data accuracy and smooth collection processes.
Role type
Collection & Dispute Specialist (Finance Operations)
Builds
Collection processes and billing accuracy for hospitality property managers
Domain
SaaS / Hospitality Technology (via careerplan.io/jobs/10-000-DD-A63-B8-402-collection-dispute-specialist)
Required skills
Collections, Accounts Receivable, Finance Operations, Billing Operations, Excel, written English, verbal English, data accuracy, operational task management
Preferred skills
SaaS or subscription-based business experience, Salesforce, Zuora
Responsibilities
Manage weekly follow-ups for overdue accounts via written communication; Monitor outstanding balances and ensure timely action; Investigate billing issues and payment discrepancies; Support preparation of documentation for escalations and legal review; Partner with Customer Success and Billing Operations to resolve account issues; Maintain accurate Salesforce records; Ensure data consistency across Salesforce and Zuora.
Seniority
Junior to Mid-level, hands-on IC