Collections Specialist

We are looking for a Collections Specialist to support our clien'ts billing and receivables operations for a contract position based in Cheshire, Connecticut. This role focuses on maintaining accurate account records, preparing complete invoices, and working directly with customers to resolve billing questions in a timely manner. The ideal candidate is organized, comfortable managing a high volume of transactional data, and able to coordinate documentation and payment-related information with precision.

Responsibilities:

• Maintain thorough and up-to-date collection activity records within QuickBooks customer accounts to support accurate account tracking.
• Prepare customer lists for follow-up collection efforts and share them with accounting team members as needed.
• Review client agreements and payment arrangements to ensure invoices reflect the correct terms, funding structure, and any third-party or subsidiary requirements.
• Gather and verify supporting documents such as contracts, sales orders, field tickets, job logs, summaries, and work orders to enable complete and timely billing.
• Draft, examine, and revise billing materials to confirm accuracy, completeness, and alignment with customer expectations.
• Deliver invoices according to each customer's submission requirements, ensuring all requested formats and processes are followed.
• Confirm that tax treatment is applied correctly on invoices before distribution.
• Respond to customer inquiries related to invoices, payments, and account details while maintaining clear and accurate communication.
• Assist with additional accounting and collections-related tasks assigned by leadership.