Credit and Collection Analyst

Finance San Francisco, California

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Description

Through our leading sales and marketing platform for digital engagement, businesses use our portfolio of webinar, virtual event and content experiences to drive engagement and generate first-party data, delivering revenue growth across the enterprise – from demand generation to customer success to partner enablement.  The ON24 platform enables organizations to reach millions of professionals a month for billions of engagement minutes per year with all the first-party data being captured, generated and integrated from one place. ON24 is headquartered in San Francisco with global offices in North America, EMEA, and APAC. For more information, visit www.ON24.com.   

Role Overview: 

ON24 is seeking a motivated team member for the role of Credit and Collections Analyst. The Credit and Collections Analyst will work well and thrive in a goal-oriented collections department. We are adding customers every day. This group will focus on process and system improvement projects.  

This role is high visibility within ON24. The ideal candidate has experience in Credit and Collections, preferably in the software or high-tech industry. The Credit and Collections Specialist should possess excellent written and verbal communication skills as the position interfaces directly with our customers as well as our sales and customer success teams.

Responsibilities:

  • Communication with customers daily to ensure timely collection of accounts receivable
  • Conduct timely research, analysis and decision making for resolution of disputed items, short/over-payments
     
  • Work with the invoicing team to resolve billing disputes and credit note requests
     
  • Promote strong working relationships between the Credit & Collection functions and all other internal departments
     
  • Initiate and maintain complete, accurate and updated records of contacts, collection activities and account reconciliations
     
  • Ensure new customers are well understood
  • Enlist the efforts of sales and customer support when necessary to accelerate the collection process

Skills & Experience:  

  • 3+ years of relevant Accounts Receivable/Credit & Collections experience, preferably in SaaS companies
     
  • Self-motivated and strong problem-solving skills
     
  • Goal-oriented or results-driven personality
     
  • Passionate on fully resolving customer issues with a focus on ensuring ON24 is easy to deal with
     
  • Excellent written and verbal communication skills – ability to compose effective and accurate correspondence cross-functionally with various internal stakeholders and external customers
     
  • Proficiency in Outlook and Excel required
     
  • Prior experience with ERP tools and systems - Salesforce and NetSuite a plus

Perks & Benefits:  

  • Health benefits designed to fit the needs of you and your family — including medical, dental, and vision plans 
  • Unlimited PTO policy and wellness days to log off and recharge   
  • 11 paid company holidays for US-based employees + 1 Floating Holiday + 2 Floating Wellness days
  • Employee Stock Purchase Plan 
  • 401K Plan with employer match 
  • Reimbursements covering home office expenses with Finance and HR approval, and classes for professional and personal development 
  • Fitness and wellness perks including discounted memberships with 24 Hour Fitness  

The base pay range for this position is $70,000 - $77,000. This range is not a guarantee of actual compensation that may be earned nor a promise of any specific pay for any specific employee, which is always dependent on relevant experience, education, skills, location, and other applicable factors. 

EEOC: 

ON24 is proud to be an equal employment opportunities (EEO) workplace to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, ON24 complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.  

Pursuant to the San Francisco Fair Chance Ordinance, ON24 will consider for employment qualified applicants with arrest and conviction records. 

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