Collections Specialist - Salesforce.org

Salesforce.com, Inc. San Francisco, CA
Everyone who wants to change the world should have the tools and technology to do so. Technology is the most powerful equalizer of our time, providing access to data, knowledge, and--above all--connections. Salesforce.org gets our technology in the hands of nonprofits and educators so they can connect with others and do more good. As a social enterprise, the more missions our technology supports, the more we invest back into technology and communities, creating an endless circle of good. We're here to help; visit us at Salesforce.org.

Job CategorySalesforce.org - General and Administrative and Programs

Job Details

About Salesforce.org:

Everyone who wants to change the world should have the tools and technology to do so. Technology is the most powerful equalizer of our time, providing access to data, knowledge, and--above all--connections. Salesforce.org gets our technology in the hands of nonprofits and education institutions so they can connect with others and do more good. As a social enterprise, the more missions our technology supports, the more we invest back into technology and communities, creating an endless circle of good.

Description:

Collections Specialists are responsible for working with our end user customers to receive payments for products and services. The position's contribution is ensuring that the accounts receivable portfolio turns into cash as the organization's cash flow performance continues to grow each year. Consistent cash flow performance funds not only operating expenses, but also our grants and enables us to continue to grow. This position will be assigned an individual Accounts Receivable portfolio of invoices in which they will be accountable for its performance. This position will be reporting to the Senior Manager, Accounts Receivable based in SF.

Responsibilities:

* Works with customers in assigned customer portfolio to receive payments. Resolves customer A/R differences to the satisfaction of both SFDO and our customers.

* Initiates contact on assigned customer base and effectively manages the customer relationship in order to drive resolution of outstanding receivables.

* Facilitates customer payments by providing necessary documentation to customer in a timely manner.

* Uses good business judgment in partnering with other Salesforce.org employees including Sales, Renewals, and Sales Operations to achieve results.

* Employs sound judgment in balancing the ability to resolve issues independently while recognizing when escalation is appropriate.

* Participates on process improvement projects as assigned.

* Manages customer unidentified payments and refund requests timely.

* Researches issues thoughtfully and thoroughly before responding or escalating.

* Provides reports and data on assigned portfolio as requested to A/R Operations management.

* Ensures compliance with all organization's policies, procedures, and guidelines.

* Provides training as requested.

Experience/Skills Required:

* 2+ Years of Collections Experience preferred

* Excellent communication (written and verbal) in English

* Secondary language in Spanish or French a plus

* Workday Financials or any major ERP and/or Salesforce experience a plus

* Excel basic knowledge (intermediate preferred)

* Bachelor's degree or equivalent combination of education and experience

* Good customer relationship skills to manage a variety of customer interactions

* Demonstrated initiative

* Ability to excel in a fast growing/fast paced environment delivering accuracy while managing to deadlines and monthly KPI's

* Thrives in a team environment

* Past participation in process improvement initiatives and/or business improvement projects a plus

Posting Statement

Salesforce.com and Salesforce.org are Equal Employment Opportunity and Affirmative Action Employers. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. Headhunters and recruitment agencies may not submit resumes/CVs through this Web site or directly to managers. Salesforce.com and Salesforce.org do not accept unsolicited headhunter and agency resumes. Salesforce.com and Salesforce.org will not pay fees to any third-party agency or company that does not have a signed agreement with Salesforce.com or Salesforce.org.

Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Salesforce will consider for employment qualified applicants with arrest and conviction records.