Collections Specialist

Forward Financing
United States
Workplace: RemoteFull timeUSD 28.84 - 31.25 hourlyFunction: Finance & AccountingExperience: 5+ yearsEducation: bachelorsSkills: ["Communication","Negotiation","Empathy","Problem-solving","Attention to detail"]

A Collections Specialist at a fintech company who negotiates payment plans with SMB customers, leverages legal processes when needed, and documents account status in Salesforce to recover outstanding balances while meeting monthly targets in a remote-first setting.

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Forward Financing
Forward Financing
4 months ago

Collections Specialist

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live

Job Summary

A Collections Specialist at a fintech company who negotiates payment plans with SMB customers, leverages legal processes when needed, and documents account status in Salesforce to recover outstanding balances while meeting monthly targets in a remote-first setting.
Location: United States
Workplace: Remote
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Service a portfolio of SMB customer accounts using multiple contact methods to collect outstanding balances.
  • •Negotiate with customers to establish sustainable payment plans that meet Forward’s objectives.
  • •Achieve monthly goals of recovered payments from customers and meet incentive targets.
  • •Leverage legal collections processes to drive customer engagement and resolution.
  • •Document the status of accounts and next steps in Salesforce CRM.

Pay and Benefits

Salary: USD 28.84 - 31.25 hourly
Perks:MedicalDentalVisionCommuter BenefitsParental Leave401k MatchWellness StipendVolunteering DaysLearning BudgetDonation Match

Key Requirements

  • •Bachelor’s Degree preferred or equivalent work experience.
  • •5+ years of professional Customer Service/Sales/Collections experience.
  • •Ability to listen to customer needs, communicate effectively, respond empathetically and recover monthly targets of past due customer balances.
  • •Team player who asks questions and takes the initiative to suggest improvements on current processes and systems.
  • •Strong analytical and written communication skills with high attention to detail.
Experience:5+ yearsFintechFinancial services
Education:Bachelor's
Skills:CommunicationNegotiationEmpathyProblem-solvingAttention to detail
Languages:English
Tech Stack:SalesforceCRM

Company Brief

Forward Financing
Forward Financing is a Boston-based fintech lender that provides fast, flexible revenue-based working capital to small businesses nationwide, using proprietary underwriting and capital markets facilities to deliver timely funding solutions.
Industry: Lending
Company Size: Large (251 to 1,000 employees)
Growth: Scaleup
Funding: Private Equity Backed
Headquarters: Boston, United States
Founded: 2012
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