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Vertexinc logo

Collections Specialist II

Vertexinc
Posted Jul 2, 2026, 7:46 AM UTC
🇺🇸United States🏠Remote📁Finance
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Job Description: Job Description Summary Manage collections activity for an assigned client portfolio, ensuring timely payment of outstanding invoices and achievement of monthly cash collection targets. Review and analyze Accounts Receivable Aging Reports; contact past-due customers promptly and execute escalation and service hold processes as required. Perform customer account reconciliations, including procurement portals such as Ariba and Coupa, to identify and resolve root causes of non-payment. Resolve billing and contract disputes in coordination with internal stakeholders to remove payment barriers while preserving customer relationships. Maintain accurate, complete account records in Workday; prepare Accounts Receivable and collections reports for the assigned portfolio as directed. Partner with cross-functional teams to improve operational efficiency, accelerate cash flow, and reduce Days Sales Outstanding (DSO). Provide backup support to colleagues and contribute to team projects and continuous improvement initiatives as assigned. Required Qualifications 3–5 years of experience in collections, credit, or general accounting. Proficiency with an ERP system; Workday Finance strongly preferred. Solid working knowledge of the order-to-cash cycle and foundational GAAP concepts. Ability to review and interpret customer contracts in relation to financial obligations and payment terms. Experience reconciling customer procurement portals, including Ariba and/or Coupa. Strong written and verbal communication skills, with demonstrated ability to engage internal and external stakeholders effectively. Proficiency in Microsoft Office, with emphasis on Excel and Word. Preferred Qualifications Bachelor's degree in Business, Finance, or Accounting. Equivalent combination of education, training, and relevant professional experience accepted in lieu of a formal degree. 3–5 years of customer-facing or account management experience in a service-oriented environment. Prior experience in the software or professional services industry. Ability to manage competing priorities, work independently, and make sound decisions in a fast-paced environment. 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 .

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