Collections Specialist II

Job Description:

Collections and Accounts Receivable Specialist Job Description Summary Manage an assigned portfolio of client accounts, ensuring timely collection of outstanding invoices and resolution of payment-blocking issues. Review and analyze AR Aging Reports; initiate proactive outreach to past-due customers and execute escalation and service hold protocols as required. Execute daily Oracle invoicing and billing processes, coordinate exceptions, and submit invoices through customer portals to support prompt payment. Build and maintain productive working relationships with internal and external stakeholders to support collections outcomes and customer satisfaction. Maintain accurate customer profiles, collection notes, and account files, including documentation for Key, Major, and Alliance accounts with non-standard contractual terms. Partner cross-functionally to identify process improvements that enhance operational efficiency, accelerate cash flow, and reduce Days Sales Outstanding (DSO). Contribute to team coverage needs and participate in assigned projects and continuous improvement initiatives. Required Qualifications Four or more years of experience in collections, credit, accounts receivable, or general accounting. Minimum three years of direct customer-facing experience in a business-to-business (B2B) environment. Demonstrated proficiency with ERP systems; Oracle experience strongly preferred. Working knowledge of basic GAAP principles and the order-to-cash cycle. Ability to review and interpret contracts governing financial obligations for both the customer and the organization. Strong written and verbal communication skills; capable of managing complex billing and collections conversations with professionalism. Proficient in Microsoft Office, with applied expertise in Excel and Word. Preferred Qualifications Experience in the software or professional services industry. Familiarity with customer payment portals and multi-channel billing workflows. Demonstrated ability to identify process gaps and collaborate across departments to implement operational improvements. Equivalent combination of education, training, and relevant professional experience accepted in lieu of a formal degree.

COMMENTS

The above statements are intended to describe the general nature and level of work being performed by individuals in this position. Other functions may be assigned, and management retains the right to add or change the duties at any time.

Pay Transparency Statement:

US Base Salary Range:

$47,000.00 - $61,100.00 Base pay offered to new hires may vary based upon factors including relevant industry and job-related skills and experience, geographic location, and business needs.• The range displayed does not encompass the full potential of the role, which allows for further growth and career progression. In addition, as a part of our total compensation package, this role may be eligible for the Vertex Bonus Plan (VOB), a role-specific sales commission/bonus, and/or equity grants. Learn more about Life at Vertex and connect with your recruiter for more details regarding Vertex's compensation and benefit programs. •In no case will your pay fall below applicable local minimum wage requirements. Join our Talent Community to stay updated on the latest job opportunities, news, and events tailored to your career interests. Vertex is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. If you'd like to view a copy of the company's affirmative action plan, please email AskHR@vertexinc.com. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact 610-640-4200 or AskHR@vertexinc.com. This telephone line and email address is reserved solely for job seekers with disabilities requesting accessibility assistance or an accommodation in the job application process. Please do not call about the status of your job application if you do not require accessibility assistance or an accommodation. Messages left for other purposes, such as following up on an application or non-disability related technical issues, will not receive a response.