Sage Jobs

OTC Analyst

Job Description:

In this full-time role, you'll be part of our Credit and Collections team in North America. You'll manage customer accounts by analyzing details accurately and resolving queries efficiently. We're looking for proactive individuals who can work quickly and effectively, balancing risk management with optimizing cash flow.

Key Responsibilities:

Join our team with these key responsibilities and opportunities for decision-making:

• Relationship Building: Cultivate strong relationships with key customers and internal Sales teams to manage risk, make credit decisions, and optimize cash flow effectively.

• Financial Management: Handle customer credits, refunds, and discounts efficiently, and address payment/collection issues to meet targets and quality standards.

• Debt Collection: Proactively pursue debt collection following established policies, ensuring timely payments for optimized cash flow.

• Financial Analysis: Regularly review ledger balances, reduce bad debt, and escalate cases for legal action as needed.

• Learning & Development: Engage in learning activities and create a personal development plan.

• Service Delivery: Deliver services as outlined in SLAs and provide customer-focused financial support.

• Compliance: Adhere to internal and external regulations, ensuring compliance with industry standards.

• Process Improvement: Document and standardize work processes, actively engage in improvement projects, and contribute to reporting on team KPIs.

• Key Performance Indicators: Your performance will be evaluated based on volume, debt management, timeliness, and stakeholder engagement.

• Skills & Experience: We seek candidates with at least 2 years of Credit & Collections experience, familiarity with a service-oriented culture, and active participation in systems improvement programs. ERP and CRM experience is preferred, and credit control qualifications are desirable.

• Join us to make an impact and grow in a dynamic environment!

• This is a hybrid position, 2-3 days on-site in our Lawrenceville office location.

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Function:

Finance Operations

Country:

United States

Office Location:

Lawrenceville

Work Place type:

Hybrid

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