AR Credit & Collections Specialist

1 day agoSenior Mexico City, Mexico Hybrid Accounting Jobs by Blumberg Capital

Skills

Fraud Investigation Collections G Suite Customers Salesforce Accounts Receivable Billing Collaboration Reconciliation Credit Policy Dun & Bradstreet Credit Review Customer Focus Communication Risk Assessment Decision-Making Order-To-Cash Excel

About the Role

You will support collection activities and credit review processes tied to Order-to-Cash, working closely with customers, Account Executives, Customer Success Managers, and the Billing team. You'll drive timely payment resolution, assess credit risk, and minimize financial exposure while maintaining positive customer relationships. This is a hybrid role based in Mexico City, and you will report to the Senior Manager, Accounting Operations.

Requirements

Enrolled in Bachelor's Degree program in Accounting or Finance; or equivalent education and experience
At least 2-5 years of relevant experience or equivalent combination of education and/or experience
Understanding of order to cash processes
Basic knowledge of MS Excel
Open communication skills, both written and verbal
Collaboration and teamwork skills
Customer focus
Resilience and tolerance for change/ambiguity
Previous experience managing a credit portfolio in an international context
Experience using SFDC, D&B, G-Suite and Excel

Responsibilities

Serve as the primary reviewer for customer accounts that do not receive automatic credit approval through Dun & Bradstreet (D&B), conducting manual credit assessments
Evaluate the creditworthiness of prospective and existing customers by analyzing credit reports, payment history, and account standing
Make credit decisions within authorized limits, including approving customers, recommending alternative payment terms, or declining credit
Serve as the initial reviewer for non-standard payment term and billing schedule requests, escalating per the approval authority matrix
Apply policy discretion when assessing borderline accounts, balancing revenue enablement with risk tolerance
Communicate decisions and recommendations to Sales, Collections, and other stakeholders
Manage a high-volume portfolio of customer accounts, driving timely payment collection activities
Conduct collections outreach on past-due accounts through email and phone to reduce aged receivables
Resolve billing discrepancies, payment delays, and account-related inquiries
Collaborate with Sales, Customer Success, and Billing teams to address customer concerns
Escalate complex disputes and high-risk accounts to senior team members or management
Maintain accurate documentation of collection activities and customer communications
Reconcile customer accounts and support resolution of unapplied payments, credits, and billing inconsistencies
Review accounts identified as potentially uncollectible and support recommendation processes
Assist with onboarding support for new customer accounts including payment terms communication