Salesforce

Credit & Collections Analyst

In short

This role manages an assigned Enterprise collections portfolio, converting accounts receivable into cash and driving process improvement across market segments, including specialty collections for M&A, AWS, Mulesoft and Tableau. It requires negotiating payment plans, resolving billing disputes with Sales teams, and partnering with Credit Analysts on distressed accounts. The posting is from Salesforce, a large AI CRM company, and asks for at least 1 year of credit collections experience in a high-growth environment plus strong organizational and customer relationship skills.

About Salesforce
Salesforce is the #1 AI CRM, where humans with agents drive customer success together.
The Experience
Collectors are directly responsible for converting the accounts receivable portfolio into cash, positively impacting Salesforce's cash flow by collecting payments directly from customers.
Healthy cash flow is viewed by the investment community as both an efficiency and financial measure, and it is a component of our stock price. It also funds operating expenses as well as investments in research and development, enabling us to fuel growth.
In this role, you will manage an assigned Enterprise portfolio and drive process improvement across all market segments within collections. You will also support non-standard collection efforts through M&A, AWS, Mulesoft, Tableau and more, positioning yourself as a go-to expert for both core and specialty collections.
What You'll Actually Be Doing
•Manage an assigned Enterprise portfolio, balancing standard collection efforts and process improvement initiatives with support for M&A, AWS, Tableau, Mulesoft, and other specialty collections.
•Evaluate account solvency and customer willingness to pay, facilitate payments by providing required documentation (e.g., invoices, payment instructions), and negotiate payment plans for distressed accounts per the established approval matrix.
•Resolve billing disputes with Sales Operations, Sales teams, and other internal stakeholders; escalate significant payment issues to Collections and Sales management; and partner with Credit Analysts on financially distressed accounts.
•Perform collection activities in line with Salesforce's policies and processes, including executing account suspensions on delinquent accounts, providing suspended account details to the Write-Off and Bad Debt team, and contributing to process improvement projects as assigned.
You're Our Person If...
•You have a degree or equivalent relevant experience. We evaluate experience against the Values & Behaviors for the role (e.g., extracurricular leadership roles, military experience, volunteer roles, work experience).
•You have at least 1 year of credit collections experience in a high-growth environment (or equivalent), including experience contributing to process improvement initiatives and/or project management.
•You have strong organizational and customer relationship skills and can manage high transaction volumes and a variety of customer interactions.
•You show initiative and curiosity, including actively experimenting with AI tools. You thrive in a team, work independently, manage competing priorities, and deliver accurate results on deadline in a fast-paced, high-growth environment.
Benefits
When you join Salesforce, our benefits and resources support you to find balance and be your best. Benefits include: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program.
Compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits.

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