What are the responsibilities and job description for the Credit Controller position at Preqin?
Preqin is looking for an autonomous and experienced Credit Controller to handle complex sales ledgers within a busy and dynamic Finance department. You will be proactive, self-motivated to meet individual and team targets and be confident in learning how to use multiple systems.
This role will mainly focus on the collection of timely payments from the Preqin customer base whilst building and maintaining great relationships with internal and external Stakeholders. As part of this remit, you’ll be working closely with the Sales and Billing teams to ensure that all queries on invoices are resolved, payments are retrieved in a timely manner and customer accounts are accurate and kept up-to-date.
Department
Finance
Employment Type
Permanent - Full Time
Location
Chicago
Workplace type
Hybrid
Reporting To
Head of Credit Control, Finance
What you’ll be doing :
Communicating with customers via telephone, mail and email regarding timely payment.
Responding to customer queries from a group mailbox.
Working with the Sales and Billing teams to resolve any disputes on customer orders.
Using initiative to achieve targeted results, while promoting customer goodwill.
Maintaining customer account information.
Ensuring controls around securing payment are adhered to.
Uploading and applying payments to customer accounts.
Recommending system / process improvements.
Running, formatting and sending weekly debt reports to sales.
Leading regular debt meetings with each sales teams to provide status updates on accounts.
Other ad-hoc duties to meet team objectives.
What you’ll bring to us :
2 / 3 years experience in a similar role.
Proven success in improving collections and processes.
Familiar with MS Office applications (Outlook, Word, Excel).
Experience with Netsuite is advantageous
Why join us?
