AR & Collections Associate - Mexico - Jumpcloud

Manage a high-volume portfolio of B2B accounts, specifically focusing on proactive monitoring and initial outreach for lower-tier past-due accounts.

Contact customers via email and phone regarding overdue invoices while maintaining a professional and helpful demeanor.

Utilize knowledge of payment cycles and customer behavior to assist in cash forecasting and provide predictability on expected weekly/monthly collections.

Embrace an AI-friendly mindset and demonstrate a willingness to learn quickly and successfully integrate new automation tools into daily workflows.

Monitor aging reports and provide regular updates to Finance Leadership on collection status and potential bad debt risks.

Identify and resolve billing discrepancies or customer issues that may be delaying payment by collaborating closely with Sales, Renewals, and Operations.

Ensure all collection activities and customer interactions are accurately recorded in the ERP/CRM systems (NetSuite, Salesforce).

Post daily customer payments by recording cash, checks, and credit card transactions.

Use basic knowledge of contracts to understand customer payment terms and identify any account inconsistencies.

Effectively communicate with the Sales, Operations, and Finance teams.

Participating in Governance calls and handling ad hoc projects as assigned

Bachelor’s degree in accounting/finance or related field.

1-2 years’ experience in accounts receivable and collections can substitute for educational requirements.

Basic knowledge of sales contracts and standard payment terms.

Flexibility to work an early shift schedule to provide coverage and support for European time zones.

Intermediate to Advanced Excel skills.

Strong analytical, organizational, verbal and written communications, and interpersonal skills.

Self-motivated with the ability to multi-task and work in a dynamic fast-paced environment.

Knowledge and experience with automation tools and processes would be an added advantage.

Flexibility and adaptability navigate frequent changes in a fast-growing company