Collection Analyst

About the role:

We are looking for a self-starting, motivated and experienced Collections Specialist MX to support the small business globally. The Collection Analyst oversees the accounts receivable efforts of a MX portfolio monthly receivables and acts as the conduit between the sales team, the customer and corporate. This opportunity requires a candidate with a high-volume accounts centric mindset, high attention to detail, excellent problem-solving abilities, and an enthusiastic attitude. Candidates must have the ability to juggle multiple tasks and priorities, thrive in a highly driven environment, enjoy learning new skills, procedures, and systems, and have an overall desire to contribute to company growth. This position plays an essential role in minimizing our financial loss by implementing receivable and collection procedures that reduce the amount of delinquency encountered and reports to our MX Collection Manager.

You should apply if:

• You want to impact the industries that run our world: Your efforts will result in real-world impact—helping to keep the lights on, get food into grocery stores, reduce emissions, and most importantly, ensure workers return home safely.
• You are the architect of your own career: If you put in the work, this role won’t be your last at Samsara. We set up our employees for success and have built a culture that encourages rapid career development, countless opportunities to experiment and master your craft in a hyper growth environment.
• You’re energized by our opportunity: The vision we have to digitize large sectors of the global economy requires your full focus and best efforts to bring forth creative, ambitious ideas for our customers.
• You want to be with the best: At Samsara, we win together, celebrate together and support each other. You will be surrounded by a high-caliber team that will encourage you to do your best. 

In this role, you will: 

• Manage a portfolio of MX customers.
• Be responsible for updating management on customer payment issues.
• Act as primary AR contact for the sales team.
• Perform consistent collections diligence to ensure timely conversion of past due and current accounts receivable.
• Escalate past due accounts for review and approval for account suspension or when account resolution has not occurred within certain timelines.
• Resolve customer issues preventing payment timely and accurately within prescribed SLA commitments.
• Collaborate cross functionally to resolve account issues such as pricing, returns, or defective items.
• Reconcile customer accounts to resolve discrepancies caused by misapplied payments or other account issues as needed.
• Maintain account data as needed for accurate customer information.
• Coordinate support and/or resolution for Account Team (AE or CSM) with questions about billing and contracts or escalate to Invoice Team when necessary.
• Knowledge of MX Tax regulations, such as CDFI 4.0, Complementos de Pago, Credit Memos.
• Champion, role model, and embed Samsara’s cultural principles (Focus on Customer Success, Build for the Long Term, Adopt a Growth Mindset, Be Inclusive, Win as a Team) as we scale globally and across new offices.

Minimum requirements for the role:

• Bachelor's degree, preferably in finance, accounting
• 2+ years business to business collections experience
• Fluency in English and Spanish
• Must have experience supporting over 250 customer accounts.
• Experience with utilizing Mexico Tax Requirements on the job. 
• Must be able to meet or exceed deadlines with a strong attention to detail
• Experience with NetSuite, SFDC, and intermediate Excel skills strongly preferred
• Based in Mexico

An ideal candidate also has:

• Highly organized, self-disciplined and ability to work in a fast-paced environment.
• Critical thinker, able to implement scalable processes.
• Strong organizational skills with exceptional attention to detail and follow-through.
• Must be able to meet or exceed deadlines with a strong attention to detail
• Strong ability to prioritize and organize work effectively
• Strong, effective communication skills