What you’ll do:
• Lead in the role of driving up our success with collection efforts on past due subscription accounts receivables and invoices.
• Post customer payments by recording cash, checks, wires, and credit card transactions.
• Apply customer payments to invoices in Salesforce CRM system.
• Manage Politico customer vendor forms and online vendor portal submissions with full and complete accuracy.
• Complete business required compliance forms and documentation promptly to ease business transactions.
• Enter all specific client and sales data into Salesforce and invoice clients in accordance with the contract terms and requirements to receive timely payments.
• Ability to write professional business emails and communicates clearly with customers.
• Verifies and resolves validity of account discrepancies by obtaining and investigating information from Sales, Invoicing, Collections records, and through Customers outreach, when necessary.
• Protect organization’s value by keeping information confidential.
• Respond to complex invoice inquiries, customer complaints and process transactions of payment as required to meet customer expectations.
• Ability to communicate technical issues and requirements to the technology team for updating and improving CRM workflows and workstreams. Example: creating tickets in JIRA task manager.
• Fluency in ability to interact with Generative AI LLM tools and writing effective prompts to find business solutions is a plus.