Collections Specialist

Robert Half is partnering with a well-respected organization looking for their next Collections Analyst, managing the Accounts Receivable (AR) portfolio for wine industry fulfillment operations. In this role, you will team up with the Billing Specialist to ensure timely client payments, minimize delinquencies, and evaluate credit risk, all while fostering positive client relationships. Your work will directly influence financial stability and client satisfaction, as you collaborate with Client Success, Sales, and Management to refine AR processes and mitigate financial risks. We’re seeking candidates with expertise in fulfillment and logistics billing, preferably in the wine industry. Familiarity with Direct-to-Consumer (DTC) and Business-to-Business (B2B) shipping models, seasonal sales cycles, and compliance-based payment terms is highly desired.Key Responsibilities:Collections & Accounts Receivable ManagementOversee the AR portfolio to ensure timely collections for fulfillment services, storage fees, and shipping-related charges.Partner with the Billing Specialist to reconcile shipping fees, compliance-related costs, and high-volume invoices.Conduct collection calls and send follow-ups for overdue accounts.Analyze delinquent accounts, proactively resolve payment issues, and escalate where necessary.Engage with third-party collection agencies for escalated matters.Educate clients on payment terms, billing policies, and available payment solutions.Keep meticulous records of collection activities, disputes, and resolutions.Credit Risk AssessmentRun and interpret credit reports for both new and existing clients, identifying risk exposure.Collaborate with the Assistant Controller and Management to recommend client credit limits and terms based on financial data and payment history.Monitor credit risks for active clients, flagging those potentially at risk for late payments.Adjust credit and payment policies based on trends such as seasonal fluctuations and shifting order volumes.Collaboration with Clients & Internal TeamsAct as a key point of contact for Client Success by resolving billing inquiries and disputes.Ensure invoicing accuracy and support Billing Specialist processes for payment application and account adjustments.Regularly review AR reports to highlight and address high-risk accounts.Provide Sales and Management with insights into client payment trends and credit reliability.Reporting & Financial PlanningPrepare AR aging summaries and cash flow reports to highlight collections performance.Recommend strategies to enhance payment timeliness and reduce outstanding balances.Maintain comprehensive documentation on client payment behavior, disputes, and credit evaluations.Systems & ToolsUtilize ERP system to manage invoicing, AR tracking, and reconciliations for wine fulfillment operations.Leverage Excel for detailed analysis of AR trends and client payment data.Conduct collections and credit discussions using tools like Zoom and Teams.

Salary : $65,000 - $75,000