Senior Collections Analyst

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits. 

Nearly half of all working Americans are not saving enough for their future. Too often it’s because they are employed by a company that doesn’t offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings.

We’re a high-growth tech company changing the retirement industry. We’ve raised $500M and are backed by leading investors. Most recently, by funding from BlackRock as well as many other top investors: TPG (The Rise Fund) with SoftBank led our Series D, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and others.

We’re looking for a fast, creative, forward-thinking professional who has a strong background in customer service, billing, and collections. 

As Collections Lead, you will be responsible for the timely receiving of payments. You may also oversee a team of contractors working on collections. This position reports to the Billing and Collections Manager. Your outcome is to streamline the collections process,  reduce outstanding balances and create a systematic approach for managing the overall collections process on an ongoing basis. You’re the right fit for this role if you are comfortable with figuring things out as you go, default to action, and adapt to additional responsibilities. You will have a proven record of achieving your goals and the goals of your team. As we go 24,791 mph, you should also be comfortable with change.  

What you get to do initially

• Development of payment collection goals and targets for the organization
• Creation and implementation of a strategy to improve the collection of outstanding credit
• Defining a company policy on recoveries and ensure that it is followed in line with state and federal regulations
• Implementing deadlines for payment collection

What you get to do every day

• Be a subject matter expert in the collections processes 
• Monitor A/R aging and customer accounts to minimize past due accounts
• Conduct thorough research and analysis on delinquent accounts, identifying root causes of non-payment
• Prepare monthly feedback reports on payment collections 
• Recommend process improvements to existing processes while developing new processes and procedures to aid in collections effort
• Follow up and own communication with customers on overdue invoices using independent judgment to negotiate payment plans where necessary
• Negotiating with customers in cases where non-payment occurs
• Accountable for data collecting, cleansing, managing, and reporting clearly and accurately to formulate strategies for debt collection
• Maintain accurate records of all billing and collections activity
• Work cross-functionally with internal and external partners, particularly, accounting, legal, compliance, marketing and CS/Account Management 
• Training and mentoring of contractors or other staff members that may fall under this role
• Service a geographically diverse customer base
• Provide best-in-class customer service
• Work in a fast-paced evolving startup environment 
• Manage performance to company-set standards

What you bring to the role

• 3-5  years of experience in collections, preferably a SaaS company
• Salesforce and Netsuite experience preferred 
• Proficient knowledge of Microsoft Excel/Google Sheets
• Passion for serving customers
• The ability to work accurately and independently
• Strong organizational skills; you are able to juggle multiple tasks with varying deadlines and stakeholders without dropping the ball
• Ability to work to strict deadlines
• Ex