Logo for Copperleaf

Credit Control Specialist

Role overview

Qualifications

  • 3 years + of experience in Accounts Receivable, Cash Collections, or a related finance role.
  • Experience managing a customer portfolio independently.
  • Exposure to ERP-based AR systems and structured collections processes.
  • Strong understanding of accounts receivable and cash collection principles.

Responsibilities

  • Manage a designated portfolio of customer accounts, owning the end-to-end collection process.
  • Proactively follow up on overdue invoices through written and verbal communication.
  • Identify, log, and actively resolve invoice and payment disputes.
  • Prepare and maintain accurate weekly cash collection forecasts for assigned accounts.

Key facts

Hard skills

Other skills

  • Communication
  • Organizational Skills
  • Teamwork
  • Problem Solving

About the company

Copperleaf logo

Copperleaf

Data Analytics & Business Intelligence

Copperleaf provides enterprise decision analytics software solutions to companies managing critical infrastructure. We leverage operational and financial data to empower our clients to make investment decisions that deliver the highest business value. What sets us apart is our commitment to providing extraordinary experiences, shaped by people who care deeply, products that deliver exceptional value, and partnerships that stand the test of time. Copperleaf is a patron of The Institute of Asset Management and actively participates in shaping the future of asset management standards, including ISO 55000. Headquartered in Vancouver, Canada, our solutions are distributed and supported by regional staff and partners worldwide. Together, we are transforming how the world sees value.

Company details

Company typeSME
IndustryData Analytics & Business Intelligence
Company size501-1000

Your match analysis

See how your profile stacks up against this role.

We compared the job requirements to your profile to show where you're strong and where you fall short.

Job description

Company Description

IFS is a billion-dollar revenue company with 7000+ employees on all continents. Our leading AI technology is the backbone of our award-winning enterprise software solutions, enabling our customers to be their best when it really matters–at the Moment of Service™. Our commitment to internal AI adoption has allowed us to stay at the forefront of technological advancements, ensuring our colleagues can unlock their creativity and productivity, and our solutions are always cutting-edge.

At IFS, we’re flexible, we’re innovative, and we’re focused not only on how we can engage with our customers but on how we can make a real change and have a worldwide impact. We help solve some of society’s greatest challenges, fostering a better future through our agility, collaboration, and trust.

We celebrate diversity and understand our responsibility to reflect the diverse world we work in. We are committed to promoting an inclusive workforce that fully represents the many different cultures, backgrounds, and viewpoints of our customers, our partners, and our communities. As a truly international company serving people from around the globe, we realize that our success is tantamount to the respect we have for those different points of view.

By joining our team, you will have the opportunity to be part of a global, diverse environment; you will be joining a winning team with a commitment to sustainability; and a company where we get things done so that you can make a positive impact on the world.

We’re looking for innovative and original thinkers to work in an environment where you can #MakeYourMoment so that we can help others make theirs. With the power of our AI-driven solutions, we empower our team to change the status quo and make a real difference.

If you want to change the status quo, we’ll help you make your moment. Join Team Purple. Join IFS.

Job Description

Cash Collection & Portfolio Management
Manage a designated portfolio of customer accounts, owning the end-to-end collection process.
Proactively follow up on overdue invoices through written and verbal communication.
Secure, track, and manage promise-to-pay commitments and follow up on missed payments.
Escalate delinquent accounts in line with established escalation guidelines and timelines.


Dispute Management & Resolution
Identify, log, and actively resolve invoice and payment disputes.
Partner with Billing, Sales, Credit, and Operations teams to resolve root causes of non-payment.
Ensure timely and accurate documentation of disputes, agreements, and outcomes in financial
systems.


Forecasting & Reporting
Prepare and maintain accurate weekly cash collection forecasts for assigned accounts.
Maintain up-to-date account notes, reason codes, and status updates to support reporting and visibility.
Support regional AR reviews by providing clear insights into risks, blockers, and expected cash timing.


Customer & Internal Communication
Communicate professionally and confidently with customers regarding payment status and
expectations.
Collaborate with internal stakeholders to align on customer actions, escalations, and next steps.
Support consequence management actions (such as interest application or service suspension) when
required and approved.


Process & Compliance
Adhere to standardized global collections processes, SLAs, and documentation requirements.
Ensure all collection activity is auditable, accurate, and compliant with internal controls.
Contribute to continuous improvement initiatives within the Collections function.

Qualifications

3 years + of experience in Accounts Receivable, Cash Collections, or a related finance role.
Experience managing a customer portfolio independently.
Exposure to ERP-based AR systems and structured collections processes.
 

Skills & Competencies
Strong understanding of accounts receivable and cash collection principles.
Ability to analyze payment behavior and prioritize collection actions.
Strong organizational skills with attention to detail and follow-through.
Confident written and verbal communication skills.
Ability to work effectively with cross-functional teams in a fast-paced environment.
 

Preferred Qualifications
Experience in a global, multi-entity, or B2B environment.
Exposure to dispute-heavy or project-based billing models.
Comfort working with reporting tools, dashboards, or automation-supported workflows.

Additional Information

We embrace flexibility and hybrid work opportunities to support diverse needs and lifestyles, while also valuing inclusive workplace experiences. By fostering a sense of community, we drive innovation, strengthen connections, and nurture belonging. Our commitment ensures you can work in a way that suits you best, while also engaging with colleagues to share ideas and build meaningful relationships.

Apply once. Then go straight to the hiring manager.

After you apply, unlock the direct contact details of the people who actually make the call. A quick follow-up makes you 5x more likely to land an interview.

MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
Unlocked after you apply
·

Credit Controller Related jobs

Other jobs at Copperleaf

Premium

Reach out to the hiring manager directly.

Gain access to the contact details of the hiring managers who actually decide, and reach out to network with them directly. That, plus more when you upgrade:

  • Full match report with fit score and gaps
  • Career diagnostics on how recruiters read you
  • Curated company matches and warm intros
  • 48h early access to new roles

Cancel anytime.