Credit Control Generalist
Department: Finance & Data
Employment Type: Permanent - Full Time
Location: US - Boston
Reporting To: Andra Mateiescu
Description
About Exclaimer
We’re a fast-paced, high growth B2B SaaS business with over 65,000 customers located globally and a focus on delivering exceptional service to our customers. We’re looking for someone who thrives in a dynamic environment, loves solving problems, and brings structure and rigour to our credit control and finance operations.
Role and responsibilities
This is a hybrid role and the first finance position in the new Boston office, for someone who’s a credit control expert with an understanding of finance. You’ll take ownership of the end-to-end collections process, helping reduce debt, improve cash flow and deliver a smooth customer experience. You’ll also support the wider finance and customer operations function such as account reconciliation and reporting support. Alongside this, you’ll be the 1st point of contact for finance related queries in the US.
Key Responsibilities
- Manage the end-to-end accounts receivable process, including issuing statements, chasing overdue payments, and resolving billing queries.
- Implement structured and prioritized dunning workflows and follow up with customers in a timely and professional manner.
- Maintain accurate customer records, monitor ageing reports, and proactively flag at risk accounts.
- Partner with Sales, Channel, and Customer Success to manage disputes and unblock payment issues.
- Recommend accounts for escalation, legal action, or write offs as needed.
- Encourage customers to register for automatic payment by credit card/direct debit
- Reconcile customer accounts to ensure statements and postings are accurate and match unallocated cash and credit notes to ensure correct transactions are being chased.
- Track and report on collection KPIs (DSO, ageing buckets, recovery rates, etc.).
- Assist with ad-hoc finance projects or process improvements.
- Experience completing and reviewing US sales tax, customer tax forms, and customer supplier forms, ensuring compliance with state and federal tax.
Additional notes
At times you will also be asked to support your wider Customer Ops team in areas such as:
- Renewals
- Cancellations
- Sales Order Processing
Skills, Knowledge and Expertise
- At least 2 years of accounts receivable collections experience (B2B)
- Strong attention to detail
- Organised and comfortable managing multiple priorities
- Excellent interpersonal skills, comfortable to use the phone to contact customers
- Handles problems with a positive attitude.
- Confidence and the ability to place pressure tactfully on companies who owe money
- Experience of collecting international and high volume of low value debt
- Organised and detailed oriented with a strong numeric capability
- Experience with finance systems and CRMs (NetSuite and Salesforce)
Benefits
We offer you a challenging job in a growing and truly global SaaS company with a competitive compensation structure. Ah, and you will be part of a fun and hardworking team :)
- Hybrid working
- Healthcare
- Life insurance
- 6 weeks - work anywhere option per year
- Employee Assistance program
- Contributory retirement savings plan
- Opportunities for training & development
- Great team and culture
- Discounts portal
- Income protection Insurance
- Online GP services
Exclaimer is an equal opportunity employer and people seeking employment with us are considered without regards to race, colour, religion, national origin, age, sex, marital status, physical or mental disability, veteran status, gender identity, sexual orientation, or any other characteristic protected by law.
