What are the responsibilities and job description for the Collections Coordinator position at Boos & Associates A Professional Corporation?
Here's what you will be doing in the role:
The Collections Coordinator will help support and manage the firm’s accounts receivable collections process while maintaining strong client relationships. The ideal candidate will have excellent communication skills, a customer-first mindset, and the ability to handle collections in a professional and empathetic manner. This role requires a proactive approach to follow up on outstanding invoices, resolve payment issues, and ensure the firm’s financial health through effective collections management.
Responsibilities:
- Proactively manage the firm’s accounts receivable, ensuring timely follow-up on outstanding invoices.
- Communicate with clients via phone, email, and written correspondence to discuss outstanding balances and payment arrangements in a professional and courteous manner.
- Collaborate with internal teams, including accounting, client services, and leadership, to resolve billing disputes and payment discrepancies.
- Provide clients with detailed account statements and documentation upon request.
- Implement and refine collection strategies that align with the firm’s customer service philosophy.
- Process payments, issue receipts, and update financial records in accounting software.
- Track and report on collection efforts, identifying trends and opportunities for improvement.
- Ensure compliance with company policies and industry regulations related to collections.
- Assist in preparing reports for management regarding accounts receivable status.
- Offer solutions for clients experiencing financial difficulties, working to establish feasible payment plans when necessary.
What you bring to the role:
Experience: 1-3 years of experience in accounts receivable, collections, or a related role customer service focused role, preferably within a professional services company.
Technical Skills: Proficiency in Microsoft Office Suite (Excel, Word, Outlook), experience with a ERP or CRM tools, is a plus
Communication: Strong verbal and written communication skills with the ability to engage with clients professionally and effectively.
Customer Service: A high level of empathy, patience, and problem-solving skills to maintain positive client relationships while ensuring timely payments.
Detail-Oriented: Strong attention to detail with excellent organizational skills.
Negotiation Skills: Ability to handle difficult conversations while maintaining professionalism and finding solutions.
Team Player: Ability to work independently while collaborating effectively with internal teams.
Software:
- Familiarity with any ERP financial systems (QuickBooks, Sage, NetSuite, Microsoft Dynamics, etc.)
- Proficiency in Microsoft products (e.g., Word, Excel, Outlook)
Other Knowledge, Skills & Abilities:
- Possesses superior customer service skills.
- Team player, collaborative, confident in their skills and present new ideas/solutions
- Excellent communication, interpersonal, and leadership skills, with the ability to effectively collaborate with cross-functional teams.
- Proven analytical and problem-solving abilities, with a keen attention to detail.
- Ability to thrive in a fast-paced environment and manage competing priorities effectively.
- Ability to maintain strict confidentiality.
- Experience in the professional services industry preferred.
Compensation Information: Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.
More about Boos & Associates
About Boos & Associates, a Professional Corporation is a Certified Public Accountant and Consulting firm established in February 2004. Prior to founding the firm our Managing Director was a Tax Director with a Big 4 accounting firm with over 30 years public accounting experience. We currently have a staff of approximately 90 and anticipate significant expansion opportunities in the near and long term. Our greatest strength is our people. We foster and support innovative, strategic ideas that can transform developments in accounting, tax, and consulting into practical solutions for our clients. Our Fresno office is a first-class facility located in the Fig Garden Financial Center. The firm is paperless and uses the latest in technology to assist our associates in performing in a more efficient and effective manner. The firm provides above market performance-based compensation and provides competitive employer paid employee benefits and a generous personal time off policy. We continually invest in our people by providing extensive training and career advisor programs.
We recognize our unique opportunity to embrace the cultural and ethnic opportunity our clients and people have to offer. We are committed to optimizing this opportunity to hire outstanding individuals of diverse backgrounds, and to offer them a dynamic, challenging environment to develop their skills as trusted advisors to our clients. Our commitment to diversity encompasses all people within our firm, professionals, and administrative support alike, including people of different races, religions, cultural backgrounds, national origins, disabilities or medical conditions, sexual orientation, gender, gender identity and ages.
We are an independent member of the BDO Alliance USA.
As an independent member of BDO Alliance USA, our shared Core Purpose is Helping People Thrive Every Day. Our Core Values reflect how we manage our work, our relationships and ourselves. As an employee of the firm, you will live true to our Core Values of people first, being exceptional every day in every way, embracing change, feeling empowered through knowledge, and choosing accountability. Our Core Values are the standards by which we conduct ourselves day in and day out, both internally and externally.
