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Collections Specialist II

Role overview

Qualifications

  • 3–5 years of experience in collections, credit, or general accounting
  • Proficiency with an ERP system; Workday Finance strongly preferred
  • Solid working knowledge of the order-to-cash cycle and foundational GAAP concepts
  • Strong written and verbal communication skills

Responsibilities

  • Manage collections activity for an assigned client portfolio
  • Review and analyze Accounts Receivable Aging Reports
  • Perform customer account reconciliations, including procurement portals
  • Resolve billing and contract disputes in coordination with internal stakeholders

Key facts

Other skills

  • Microsoft Excel
  • Microsoft Word
  • Communication
  • Decision Making
  • Teamwork

About the company

Vertex Inc. logo

Vertex Inc.

RegTech (Regulatory & Compliance Technology)

The rapid changes taking place in today’s global business, technology, and regulatory environments are having a compounding effect on the complexity of indirect tax management and putting more pressure on the corporate tax function than ever before. This complexity demands intelligent solutions that enable businesses to satisfy tax obligations and support growth opportunities. The Trusted Leader in Tax Technology We're Vertex (VERX). A pioneer in tax automation for more than 40 years. We proudly serve over 4,000 customers worldwide with distinction and provide comprehensive tax solutions that enable global businesses to transact, comply and grow with confidence. Our software, content and services address the increasing complexities of global commerce and compliance by reducing friction, enhancing transparency and enabling greater confidence in meeting indirect tax obligations. As a result, our software is ubiquitous within our customers’ business systems, touching nearly every line item of every transaction that an enterprise can conduct. Our software is fueled by over 300 million data-driven effective tax rules and supports indirect tax compliance in more than 19,000 jurisdictions worldwide. We partner with the world’s most respected companies and harness their strengths to deliver the best tax technology solution to businesses across the globe. We integrate with key technology partners that span ERP, CRM, procurement, billing, POS and e-commerce platforms. We also work closely with over 50 tax, accounting and consulting firms to provide the integrated tax technology solutions. Our culture is the foundation of everything we do, guided by a common purpose to build trusted relationships at work, in business and in our communities. We strive to be a values-driven employer of choice who attracts, retains and inspires talented professionals to achieve their full potential. We employ over 1,100 full-time professionals today in the US, Europe and Brazil.

Company details

Company typeLarge
IndustryRegTech (Regulatory & Compliance Technology)
Company size1001 - 5000

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Job description

Job Description:

Job Description Summary

  • Manage collections activity for an assigned client portfolio, ensuring timely payment of outstanding invoices and achievement of monthly cash collection targets.
  • Review and analyze Accounts Receivable Aging Reports; contact past-due customers promptly and execute escalation and service hold processes as required.
  • Perform customer account reconciliations, including procurement portals such as Ariba and Coupa, to identify and resolve root causes of non-payment.
  • Resolve billing and contract disputes in coordination with internal stakeholders to remove payment barriers while preserving customer relationships.
  • Maintain accurate, complete account records in Workday; prepare Accounts Receivable and collections reports for the assigned portfolio as directed.
  • Partner with cross-functional teams to improve operational efficiency, accelerate cash flow, and reduce Days Sales Outstanding (DSO).
  • Provide backup support to colleagues and contribute to team projects and continuous improvement initiatives as assigned.

Required Qualifications

  • 3–5 years of experience in collections, credit, or general accounting.
  • Proficiency with an ERP system; Workday Finance strongly preferred.
  • Solid working knowledge of the order-to-cash cycle and foundational GAAP concepts.
  • Ability to review and interpret customer contracts in relation to financial obligations and payment terms.
  • Experience reconciling customer procurement portals, including Ariba and/or Coupa.
  • Strong written and verbal communication skills, with demonstrated ability to engage internal and external stakeholders effectively.
  • Proficiency in Microsoft Office, with emphasis on Excel and Word.

Preferred Qualifications

  • Bachelor's degree in Business, Finance, or Accounting.
  • Equivalent combination of education, training, and relevant professional experience accepted in lieu of a formal degree.
  • 3–5 years of customer-facing or account management experience in a service-oriented environment.
  • Prior experience in the software or professional services industry.
  • Ability to manage competing priorities, work independently, and make sound decisions in a fast-paced environment.


Vertex Values: Together We Win


We're building a team of people who are passionate about making an impact for our customers and committed to how that impact is achieved. Our values define the behaviors, mindset, and culture that make Vertex a great place to grow and do meaningful work.


Play to Win or We Don't Play — If we choose to do something, we're choosing to do it because we plan to win. That mindset raises our bar on product quality, customer outcomes, and how we show up for one another.


Work As a Team, Putting the Customer At the Core — Our customers are our true north. Whatever your role, ask: how will this help a customer succeed today? We earn trust through outcomes, not promises.


Achieve Excellence With Integrity, Speed, and Agility — The market isn't slowing down. We'll move faster, adapt quickly, and never compromise on doing things the right way — for teammates, customers, and partners.


Innovate Boldly With a Growth Mindset — Progress demands smart risk. We'll try new approaches, learn fast, and keep pushing the boundaries — especially where AI can remove friction and unlock value.


Communicate with Care, Candor and Transparency — Honest, constructive conversations make us better. Let's speak plainly about what's working and what isn't and help each other improve.

Pay Transparency Statement:

US Base Salary Range: $47,000.00 - $61,100.00

Base pay offered to new hires may vary based upon factors including relevant industry and job-related skills and experience, geographic location, and business needs.* The range displayed does not encompass the full potential of the role, which allows for further growth and career progression.

In addition, as a part of our total compensation package, this role may be eligible for the Vertex Bonus Plan (VOB), a role-specific sales commission/bonus, and/or equity grants.

Learn more about Life at Vertex and connect with your recruiter for more details regarding Vertex's compensation and benefit programs.

*In no case will your pay fall below applicable local minimum wage requirements.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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