Collections Specialist

At PDI Technologies, we empower some of the world's leading convenience retail and petroleum brands with cutting-edge technology solutions that drive growth and operational efficiency. By “Connecting Convenience” across the globe, we empower businesses to increase productivity, make more informed decisions, and engage faster with customers through loyalty programs, shopper insights, and unmatched real-time market intelligence via mobile applications, such as GasBuddy.  We’re a global team committed to excellence, collaboration, and driving real impact. Explore our opportunities and become part of a company that values diversity, integrity, and growth.
Role Overview
The Collections Specialist plays a key role in managing and optimizing the company’s accounts receivable process. This position is responsible for collecting outstanding payments, resolving billing discrepancies, and maintaining positive relationships with internal teams and external customers. The ideal candidate is detail-oriented, proactive, and skilled in balancing persistence with professionalism to ensure timely collections and accurate financial records.

Key Responsibilities

• Initiate collection calls and follow-ups on all assigned past-due accounts.
• Review and analyze aging reports to prioritize collection efforts effectively.
• Collaborate closely with Customer Success Managers to address collections for key accounts.
• Research and resolve customer disputes in a timely manner.
• Investigate outstanding invoice balances and reconcile payment records.
• Escalate complex collection issues to sales, senior management, or service teams as appropriate to expedite resolution.
• Maintain accurate documentation of collection activities and communication in NetSuite.
• Recommend process improvements to enhance the efficiency of the collections workflow. 

Qualifications

• Associate or bachelor’s degree in accounting, Finance, related field, or equivalent experience preferred
• 1-2 years of collections, accounts receivable, or related finance experience preferred
• 1 year of NetSuite experience preferred
• Proficient in Microsoft Excel (v-lookups, pivot tables, data tracking)
• Strong attention to detail, organizational skills, and ability to manage multiple priorities
• Excellent verbal and written communication skills for customer and internal team interactions
• Strong analytical and problem-solving abilities

Behavioral Competencies

• Collaborates
• Ensures Accountability
• Communicates Effectively
• Drives Results
• Manages Ambiguity 

PDI is committed to offering a well-rounded benefits program, designed to support and care for you, and your family throughout your life and career.  This includes a competitive salary, market-competitive benefits, and a quarterly perks program. We encourage a good work-life balance with ample time off [time away] and, where appropriate, hybrid working arrangements.  Employees have access to continuous learning, professional certifications, and leadership development opportunities. Our global culture fosters diversity, inclusion, and values authenticity, trust, curiosity, and diversity of thought, ensuring a supportive environment for all.