Accounts Receivable & Collections Specialist at Caddy Moving

About Caddy Moving: - Caddy Moving is a nationwide, technology-enabled moving labor company that connects customers with qualified moving professionals. - We are looking for a detail-oriented and persistent Accounts Receivable & Collections Specialist to manage outstanding customer balances and improve our payment collection process. Position Overview: - The Accounts Receivable & Collections Specialist will be responsible for collecting unpaid customer balances after moving services have been completed. - This person will communicate directly with customers, arrange payment plans, resolve basic billing questions, document all collection activity, and escalate disputed accounts when necessary. - This role requires professionalism, persistence, organization, and the ability to have difficult but respectful conversations with customers. Responsibilities: - Contact customers by phone, text, and email regarding unpaid balances. - Collect updated payment information and process authorized payments. - Create and manage customer payment plans. - Send invoices, payment links, past-due notices, and final payment demands. - Track customer promises to pay and follow up on missed payments. - Document all communication and collection activity in the company’s systems. - Separate billing disputes from customers who are unwilling or unable to pay. - Coordinate with Customer Support when a customer reports damages, complaints, or service issues. - Prepare eligible accounts for placement with an outside collection agency. - Maintain accurate accounts receivable records and provide weekly collection reports. - Protect customer payment information and follow all company privacy and compliance policies. Qualifications: - Previous experience in accounts receivable, billing, collections, customer service, or a related role. - Strong phone, email, and written communication skills. - Comfortable discussing unpaid balances and requesting payment. - Organized and able to manage multiple customer accounts and follow-up dates. - Professional, persistent, and calm when dealing with difficult customers. - Strong attention to detail and record keeping. - Experience using a CRM, payment processor, accounting platform, or collection software is preferred. - Experience working with consumer accounts is a plus. Performance Expectations: - Percentage of outstanding balances recovered. - Speed of payment collection. - Payment plans successfully completed. - Accuracy of account documentation. - Reduction in accounts written off. - Professional handling of customer disputes and collection communications. Role Guidelines: - Moving contractors are not involved in the collection process. - All payment discussions, payment arrangements, and collection activity must be handled directly by authorized Caddy Moving employees.

Accounts Receivable & Collections Specialist

Emma

Responsibilities

Skills wanted:

Language(s) required:

Zach Richards

Zach Richards

About Caddy Moving:

mission:

www.caddymoving.com/

Admin access needed