Collections Analyst at Dialpad

Dialpad is seeking a Collections Analyst to join their Finance and Accounting team. This role is crucial for managing customer accounts, ensuring timely payments, and minimizing bad debt exposure. The Collections Analyst will work closely with billing, revenue, orders, and customer success teams to optimize collections strategies and achieve company financial goals.

Responsibilities include:

• Monitoring customer accounts for non-payments and irregularities.
• Serving as the technical expert for customer payment queries.
• Providing in-depth collections and cash analysis for the portfolio.
• Partnering with Customer Success, Billing & Management teams to escalate collection issues.
• Creating and implementing new processes to improve collections strategies.
• Providing recommendations for process improvements or system integrations.
• Assisting with the implementation of new software for collection & cash improvements.
• Applying payments initiated through lockbox, ACH, and wire to respective customer accounts.
• Posting adjustments to customer accounts.
• Managing invoice disputes in accounts receivable.

Requirements:

• 2+ years of Collection experience, preferably in a SaaS company.
• Business or accounting related degree or diploma.
• Fast learner with a problem-solving mentality.
• Accounting software experience including the accounts receivables and cash modules.
• Meticulous attention to detail.
• Strong written and verbal communication skills.
• Intermediate Excel skills (lookups, pivots).
• Ability to work independently and prioritize multiple projects.
• Strong work ethic and initiative.
• Able to work US core hours (6am - 5pm Pacific Time) while 100% on-camera in a dedicated, technically enabled remote workspace.
• Excellent internet connectivity.

Dialpad offers:

• Medical, dental, and vision plans.
• Monthly stipend for cell phone and home internet bills.
• Reimbursement for gym membership costs.
• Professional development reimbursement.