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Credit & Collections Analyst

3 months ago

Boston, Massachusetts, United States Klaviyo Full time

At Klaviyo, we value the unique backgrounds, experiences and perspectives each Klaviyo (we call ourselves Klaviyos) brings to our workplace each and every day. We believe everyone deserves a fair shot at success and appreciate the experiences each person brings beyond the traditional job requirements. If you're a close but not exact match with the description, we hope you'll still consider applying. Want to learn more about life at Klaviyo? Visit to see how we empower creators to own their own destiny.
We are seeking a motivated and detail-oriented Business-to-Business Collections Specialist to join our dynamic finance team. The Collections Specialist will be responsible for managing and facilitating the timely collection of outstanding payments from our business clients. This role requires a strong understanding of financial processes, exceptional communication skills, and a proactive approach to resolving payment issues. The successful candidate will play a crucial role in maintaining positive client relationships while ensuring the financial health of the company.
Key Responsibilities:

  1. Collections Management:
  • Contact and communicate with business clients via phone, email, and written correspondence to ensure timely payment of outstanding invoices.
  • Review and analyze accounts receivable aging reports to prioritize collection efforts and follow up on overdue accounts.
  • Negotiate payment plans or arrangements with clients to resolve outstanding balances while adhering to company policies.
Dispute Resolution:
  • Investigate and resolve any billing discrepancies or disputes that may be delaying payment, collaborating with internal departments as needed.
  • Maintain accurate records of communication, actions taken, and resolutions achieved in the collections process.
Client Relationship Management:
  • Establish and maintain strong relationships with business clients, acting as the primary point of contact for all collection-related inquiries.
  • Provide exceptional customer service, address client concerns, and ensure a positive overall experience while effectively managing collections activities.
Collaboration:
  • Collaborate with sales and customer service teams to facilitate effective communication and resolution of payment-related issues.

Qualifications:

  • Bachelor's degree in a related field (Accounting, Finance, Business, Mathematics) or equivalent experience.
  • 3-5 years of experience within a software and/or technology company.
  • Experience in accounts receivable modules: NetSuite ERP, Stripe payment processing, Zendesk, and Salesforce.
  • Basic understanding of accounting principles.
  • SaaS industry experience.
  • Intermediate Excel skills (Pivot Tables, Index Match, Sum If, etc.).

The pay range for this role is listed below. Sales roles are also eligible for variable compensation and hourly non-exempt roles are eligible for overtime in accordance with applicable law. This role is eligible for benefits, including: medical, dental and vision coverage, health savings accounts, flexible spending accounts, 401(k), flexible paid time off and company-paid holidays and a culture of learning that includes a learning allowance and access to a professional coaching service for all employees.
Base Pay Range For US Locations:
$ $41.54 USD
Get to Know Klaviyo
We're Klaviyo (pronounced clay-vee-oh). We empower creators to own their destiny by making first-party data accessible and actionable like never before. We see limitless potential for the technology we're developing to nurture personalized experiences in ecommerce and beyond. To reach our goals, we need our own crew of remarkable creators-ambitious and collaborative teammates who stay focused on our north star: delighting our customers. If you're ready to do the best work of your career, where you'll be welcomed as your whole self from day one and supported with generous benefits, we hope you'll join us.
Klaviyo is committed to a policy of equal opportunity and non-discrimination. We do not discriminate on the basis of race, ethnicity, citizenship, national origin, color, religion or religious creed, age, sex (including pregnancy), gender identity, sexual orientation, physical or mental disability, veteran or active military status, marital status, criminal record, genetics, retaliation, sexual harassment or any other characteristic protected by applicable law.
IMPORTANT NOTICE: Our company takes the security and privacy of job applicants very seriously. We will never ask for payment, bank details, or personal financial information as part of the application process. All our legitimate job postings can be found on our official career site. Please be cautious of job offers that come from non-company email addresses ), instant messaging platforms, or unsolicited calls.