Collections Associate


March 23, 2021

San Francisco, CA, US

We have an exciting role open for a person interested in developing their career in Accounts Receivables! This role will support our Cash Applications team posting cash daily then will lead into a full-time role as a Collections Associate.
  • Daily cash application from various payment sources
  • Monitor and manage the unapplied payment account
  • Partner with internal and external teams to resolve discrepancies
  • Act as first point of contact for assigned accounts
  • Contact customer via phone and/or email regarding past due invoice(s)
  • Research and resolve account discrepancies as needed with Instacart teams
  • Reduce financial losses by increasing cash collections with due diligence
  • Maintain accurate records of customer communications (i.e. promise to pay, payment arrangements)
  • Identify and suggest process improvements
  • Proven track record of reducing DSO
  • Respond to customer inquiries in a timely manner
  • Provide collections team with weekly accounts update
  • Perform ad hoc duties as needed

  • 2+ years of B2B collections experience
  • Understanding of the quote-to-cash process
  • Experience with Purchase Order and Customer Payment Portals
  • Strong interpersonal and communication skills
  • Detailed oriented with strong analytical & problem-solving skills
  • Intermediate Excel experience
  • Ability and willingness to handle multiple tasks under a tight deadline in a fast-paced and dynamic environment
  • Experience with Oracle is a plus
  • Effectively works independently and as a team
  • Excellent customer service skills

This role is based in San Francisco