Accounts, Credit & Collections Specialist, Order-to-Cash (OTC)

This Order-to-Cash Specialist is responsible for customer/vendor account maintenance, credit review processes, and collection activities for SailPoint's products and services across all business lines. The candidate must have strong attention-to-detail, accuracy, and problem-solving skills, while maintaining the flexibility to adjust to changing business needs in a rapidly growing company. The Associate must have excellent communication skills, both written and verbal, the ability to understand and develop processes, be comfortable working independently with internal customers, external customers, and partners around the world. The ideal candidate understands company billing practices, adherence to contractual requirements, and customer focus in the collections process. This position reports to the Account, Credit, and Collections Manager, Order-to-Cash (OTC).
Responsibilities:
Account maintenance o Create, maintain, and deactivate SailPoint customers, distributors, and partners/resellers

• Create and maintain SailPoint as a vendor for customers, distributors, partners/resellers o Ensure updates to account phases adhere to company policy and processes
• Maintain alignment between the Accounting system's customer card and Salesforce customer record
• Assist with maintaining invoicing/customer procurement portals for transacting with customers, distributors, and partners/resellers, as needed
• Work cross departmentally with Sales, Contracts, Sales Support, and Billing team, as needed, to clarify and properly establish accounts

Credit review

• Perform credit limit reviews of transactions based on SailPoint's policy
• Maintain tracking of credit review status
• Utilize third-party credit rating system
• Assist with monitoring customer credit limits in line with SailPoint's business needs and customer's payment performance

Collections o Perform collection efforts for the company's accounts receivable:

• Be part of best-in-class collections team focused on maintaining strong aging health
• Balance customer satisfaction with adherence to contractual terms and conditions
• Perform periodic Collection campaigns, including:

- Courtesy contact- Initial past-due contact- Suspensions/Breach warnings- Terminations/Breach issuance

• Maintain accounts receivable warning banner on Salesforce for past-due accounts
• Coordinate cross-departmental escalation for collection support
• Coordinate monthly statements of outstanding invoices to select partners/resellers

Secondary Responsibilities:• Cash Application o Backup for cash application team payment and credit memo processing
Required Skills/Experience:• Minimum two years of experience working in an accounts receivable/collections group is required, prior software company experience a plus• College degree preferred• Audit and compliance experience are beneficial• Ability to communicate effectively across all levels of the company while ensuring compliance with set processes and procedures• Strong organizational ability and a demonstrated track record of managing multiple priorities• Detail-oriented and adaptable to change/process improvement• Microsoft office experience required• Experience with enterprise accounting systems, such as Intacct, Salesforce, Smartsheet, and Tesorio systems a plus
SailPoint is an equal opportunity employer and we welcome everyone to our team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.