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Account Specialist, Collections - Remote

Posted Yesterday
Customer Service
Full Time
Canada

Overview

As an Account Specialist, you will play a critical role in helping small business owners navigate their outstanding balance on their revenue-based financing by directly negotiating with them.

In Short

  • Service a portfolio of small and medium sized business (SBM) customer accounts.
  • Negotiate with customers to establish sustainable payment plans.
  • Achieve monthly goals of recovered payments from customers.
  • Leverage legal collections processes to drive customer engagement.
  • Document the status of accounts in Salesforce CRM.

Requirements

  • Bachelor’s Degree preferred or equivalent work experience.
  • 5+ years of professional Customer Service/Sales/Collections experience.
  • Ability to listen to customer needs and respond empathetically.
  • Strong analytical and written communication skills.
  • Ability to navigate multiple computer programs simultaneously.

Benefits

  • Comprehensive benefits package including medical, dental, and vision.
  • Flexible time-off policy and paid parental leave.
  • 401k match for US employees.
  • Wellness reimbursement and volunteering days.
  • Annual professional development budget.

F.F

Forward Financing

Forward Financing is a financial technology company that specializes in providing fast and flexible funding solutions to small businesses. With a focus on empowering entrepreneurs, the company leverages data-driven insights to offer tailored financing options that help businesses grow and thrive. Committed to exceptional customer service, Forward Financing aims to simplify the funding process, making it accessible and efficient for business owners.

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