About the Role:

As a Partner Collections Specialist, you will serve as the main point of contact for all billing and collections-related inquiries.  Communicate with internal and external contacts, customers, and Motive Partner to address issues and concerns to meet Motive’s financial goals.  Obtain expert knowledge of Motive’s internal financial systems and adequately execute and enforce Motive’s policies and processes.  Motive is seeking an ambitious individual with strong organizational skills and a high level of attention to detail and accuracy to join our focused and motivated team.     

What You'll Do:

• Oversee the Billing/Collections status of accounts by researching and resolving any billing inconsistencies, errors, and concerns
• Analyze billing/account documents and other data for accuracy and completeness, acquiring missing or correct data when necessary
• Ability to enter data into various electronic systems while maintaining the integrity and accuracy of the data
• Review and validate credits/refunds, review payment disputes, and chargebacks
• Create and deliver customized documents to customers
• Ensure proper period cut-off for month-end close procedures
• Be the point person to answer billing and collections-related support cases
• Provide accurate and timely reporting/forecasting
• Work closely with other functional teams to ensure data quality and consistency
• Communicate and follow up effectively with customers regarding their accounts
• Proactively and reactively provide support to Motive Partners and customers struggling with billing-related inquiries and payment declines/failures
• Investigate historical data of invoices/payments/refunds/credits/write-offs and assist with Motive Partner /Customer account reconciliations
• Follow established SOPs, review process documentation, and recommend improvements where possible - including cash applications, incremental billings, and customer/Partner data entry
• Interface with Sales, Customer Success, and Fulfillment teams to ensure proper follow-up is being taken for rapid issue resolution
• Comfortable working with spreadsheets, Internet applications, and ERP systems
• Use Salesforce and Zuora to solve billing and payment issues

Your Background That Likely Makes You A Match:

• 1-2 years of experience in an Accounts Receivable-related role
• Having prior experience with phone calls is advantageous
• Expertise in engaging with external stakeholders
• Independent self-starter and adaptable in a fast-paced and changing environment
• Excellent communication skills (written and verbal)
• High level of attention to detail
• Ability to work well with ambiguity, solve problems, and think on your feet
• A good command of Excel and Google Sheets
• Comprehensive knowledge of Zuora is a plus
• Expertise in Salesforce.com is a plus
• Bachelor's (BA/BS) degree in accounting or finance is a plus