Collection Specialist

Thermon - San Marcos, TX

Full-time

San Marcos, TX

Electrical Equipment, Appliance, and Component Manufacturing

About the position

The Collection Specialist at Thermon Inc. is responsible for managing customer accounts, reducing delinquency, and resolving payment issues. This role requires strong relationship-building skills, critical thinking, and the ability to work collaboratively with various stakeholders to improve operational effectiveness and customer management.

Responsibilities

• Proactively manage customer accounts based on policy guidelines and collaborate with leadership, sales, project managers, or customers as appropriate.
• Accountable for reducing delinquency for assigned accounts to achieve individual and department goals.
• Proactively monitor and manage daily customer collection needs and effectively create and send out communication to customers to collect on delinquent accounts.
• Document all interaction with customers to ensure reporting accuracy according to established Sox Controls.
• Actively participate in projects or process improvements to drive operational effectiveness and performance improvement that lead to a positive and measurable impact on the business.
• Responsible for critical review, analysis, communication, and collaboration with others to resolve customer deductions, short-payments, and unapplied payments driving delinquency.
• Responsible for contacting delinquent account holders to collect payment.
• Analyze customer account information including customer's purchases, payments, history, ability to pay to identify trends and make recommendations to leadership regarding relationship and customer management improvement opportunities.
• Support as backup to the AR Clerk by posting cash receipts and withdrawals into our internal ERP system, preparing, posting, verifying, and recording customer payments and transactions related to accounts receivable.
• Collaborates with Accounting Manager to reconcile accounts receivable.
• Other duties and special projects as requested by management.

Requirements

• 3+ years work experience in a construction or project accounting-finance related field.
• Working knowledge with General Ledger package and reporting (AX12 is a plus).
• Customer portal experience preferred.
• Ability to research, understand and apply accounting guidance and regulations.
• Strong competency in Microsoft applications including Word, Excel, and Outlook.
• Organizational and time management skills.
• Attention to detail and ability to multi-task is an asset.