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Account Specialist, Collections - Remote

Posted 3 days ago
Customer Service
Full Time
USA

Overview

The Account Specialist will help small business owners manage their outstanding balances by negotiating payment plans and leveraging legal processes.

In Short

  • Service a portfolio of small and medium sized business (SMB) customer accounts.
  • Negotiate sustainable payment plans with customers.
  • Achieve monthly goals of recovered payments.
  • Leverage legal collections processes for customer engagement.
  • Document account status and next steps in Salesforce CRM.

Requirements

  • Bachelor’s Degree preferred or equivalent work experience.
  • 5+ years of professional Customer Service/Sales/Collections experience.
  • Effective communication and empathetic listening skills.
  • Team player with initiative to suggest improvements.
  • Strong analytical and written communication skills.
  • Competitive nature with ability to focus and complete tasks independently.
  • 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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