Collections Specialist

Posted:
10/8/2024, 11:13:07 AM

Location(s):
California, United States

Experience Level(s):
Junior

Field(s):
Customer Success & Support

The Trade Desk is changing the way global brands and their agencies advertise to audiences around the world. How? With a media buying platform that helps brands deliver a more insightful and relevant ad experience for consumers –– and sets a new standard for global reach, accuracy, and transparency. We are proud of the culture we have built. We value the unique experiences and perspectives that each person brings to The Trade Desk, and we are committed to fostering inclusive spaces where everyone can bring their authentic selves to work every day.

So, if you are talented, driven, creative, and eager to join a dynamic, globally-connected team, then we want to talk!

What you'll do:

  • The duties of a Collections Specialist include collection calls and/or correspondence in a fast-paced goal-oriented collections department.
  • Responsible for collections on assigned accounts – proactively contacting clients via telephone, email and written correspondence to achieve collection targets.
  • Issue statements and copy invoices to clients when requested.
  • Maintain a high level of understanding of the status of all accounts receivable ledger for each and every customer; this includes identifying any potential issues that would prevent/delay payment for services.
  • Establish and maintain effective and cooperative working relationships with internal and external customers. Weekly and monthly reporting to Corporate Credit and Collections Manager.
  • Work closely with the Associate Manager and Credit & Collections Manager providing timely updates on a weekly basis.
  • Proactively resolve issues within assigned accounts in a timely manner working with other departments including billing, revenue team, order management, business development and account managers when required.
  • Escalation to management team when needed to accelerate the collection process.
  • Preparation and processing of payment proposals, manual payments, customer refunds – ensuring that all payments are approved, uploaded and signed on time and anything else needed.
  • Maintenance of client receivable ledgers processing account adjustments, small balance write-offs, customer reconciliations and credit memos (after proper approval is obtained).
  • Ensure audit queries are answered in a timely manner.
  • Support cash allocation by obtaining remittance advice to support the allocation of the clients payment.
  • Participate in team planning meetings.
  • Meet defined department goals and activity metrics.
  • Provide department cover when required.

Who you are: 

  • Bring 1-2 years’ experience in a high volume, high-pressure, credit and collections role preferably within the ad-tech, tech and/or media industries;
  • You may be studying towards a NCM or CICM qualification;
  • Experience of working in a global collections team across different regions and currencies;
  • Experience working with ERP systems, preferably Oracle Cloud;
  • Previous experience working with debt management and collections software would be advantageous (e.g. FIS GetPaid)
  • Strong interpersonal and communication skills and the capacity to build positive working relationships across the department, within different teams and at every level in the organization;
  • Demonstrate good judgment and ability to prioritize and manage multiple responsibilities;
  • Self-motivated with an analytical mindset and good numerical skills;
  • Able to work in a highly effective manner with a wide variety of stakeholders to deliver exceptional, high-quality results;
  • Able to manage a busy workload with conflicting priorities;
  • Personable and approachable with a hands-on and can-do attitude with no place for egos;
  • Strong customer service skills and the ability to liaise across multiple international locations;
  • You share our corporate values of Openness, Grit, Agility, Vision, Generosity, and Full-Heartedness in everything that you do.

 

 

The Trade Desk does not accept unsolicited resumes from search firm recruiters. Fees will not be paid in the event a candidate submitted by a recruiter without an agreement in place is hired; such resumes will be deemed the sole property of The Trade Desk. The Trade Desk is an equal opportunity employer. All aspects of employment will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

 

 

#LI-CQ1

NY, CO, CA, and WA residents only: In accordance with NY, CO, CA, and WA law, the range provided is The Trade Desk's reasonable estimate of the base compensation for this role. The actual amount may differ based on non-discriminatory factors such as experience, knowledge, skills, abilities, and location. All employees may be eligible to become The Trade Desk shareholders through eligibility for stock-based compensation grants, which are awarded to employees based on company and individual performance. The Trade Desk also offers other compensation depending on the role such as sales-based incentives and commissions. Plus, expected benefits for this role include comprehensive healthcare (medical, dental, and vision) with premiums paid in full for employees and dependents, retirement benefits such as a 401k plan and company match, short and long-term disability coverage, basic life insurance, well-being benefits, reimbursement for certain tuition expenses, parental leave, sick time of 1 hour per 30 hours worked, vacation time for full-time employees up to 120 hours thru the first year and 160 hours thereafter, and around 13 paid holidays per year.  Employees can also purchase The Trade Desk stock at a discount through The Trade Desk’s Employee Stock Purchase Plan. 

The Trade Desk also offers a competitive benefits package. Click here to learn more.

Note: Interns are not eligible for variable incentive awards such as stock-based compensation, retirement plan, vacation, tuition reimbursement or parental leave

At the Trade Desk, Base Salary is one part of our competitive total compensation and benefits package and is determined using a salary range. The base salary range for this role is
$18.94$34.76 USD