Job Description
ABOUT SOURCEPASS
At Sourcepass, we’re redefining what it means to be an IT partner. We deliver more than support to our clients; we deliver transformation. By combining excellent service, strategic guidance, and proprietary innovation, our award-winning team helps to simplify technology and amplify results for our clients. Empowered by Quest®, our intelligent IT management platform, we ensure our clients have complete visibility, proactive security, and smarter decision-making to maximize their IT function. Sourcepass is honored to have been recognized by various industry leaders, including Channel Futures, Inc., The Channel Co., Channel Insider, Acronis, and more. We have been named to the CRN Tech Elite 250 and CRN MSP 500 in 2026 and were named the Acronis Service Provider of the Year, Pax8 Global Partner of the Year, and were among the Forbes Best Startup Employers in 2025 & 2026, among other recent awards. With local roots and national reach, Sourcepass empowers businesses across industries to focus on what matters most: their people, their mission, and their growth. If this matters to you as well, let’s work together on empowering our client’s teams, protecting their data, and enabling their growth.
Join us and be part of our journey toward even greater accomplishments.
POSITION SUMMARY
As a Collections Specialist, you will be responsible formaximizing cash flow and improving DSO.In order to be successful in this role, you should have excellent communication and negotiation skills, and a proven ability to work independently. The Collections Specialist will be expected to act as a liaison between our customers and the organization in a way that supports our mission to deliver an IT experience that clients love, making someone with a combination of collections and customer service experience an ideal candidate. We are looking for a motivated and reliableteam player who can work efficiently and effectively, while maintaining accuracy,in a fast-paced environment.
The salary for this position is $60,000-$75,000.
RESPONSIBILITIES
- Maintain ownership of the AR Aging with respect to your assigned accounts
- Responsible for inbound and daily outbound collection calls and communications with clients
- Serve as a primary point of contact for clients regarding billing questions, account status, and payment-related inquiries
- Build and maintain professional, collaborative relationships with clients to encourage open communication and timely resolution of account matters
- Responsible meeting established performance metrics related to client outreach activity, including call and communication volume
- Drive measurable improvement in AR aging and past due balances through effective collections and issue resolution efforts
- Collaborate cross functionallyto resolve customer disputes
- Assist with payment reconciliation and follow up on unapplied cash, discrepancies and bounced/failed payments
- Assist clients in navigating our customer billing portal, including guiding them through payment processing, autopay setup, and resolving related questions or issues
- Identify root causes and make recommendations for continuous improvement of AR and collections processes
- Negotiate payment plans, when necessary
- Prioritize proactive communications with customers to minimize losses associated with bad debt
- Demonstrate strong customer service skills when handling customer complaints and supporting issue resolution
- Notify management of any financial risk identified
- Make recommendations to put customers on credit hold
- Make recommendations for bad debt write offs
- Assist with cash flow forecasting
- Maintain knowledge of applicable laws, regulations, and compliance standards
- Meet deadlines communicated by management
- Maintainaccurate and detailed account notes and collection activity logs
- Maintenance of records for auditing purposes
- Assist with yearly audits
- Additionalprojects and reporting, as needed
DESIRED SKILLSET/EXPERIENCE
- Associate’s Degreepreferred
- 5+ years with cash apps and collections experience required
- Microsoft Office application experience required
- Intermediate to Proficient Excel skills required
- NetSuite experience a plus
- ConnectWise Manage experience a plus
- Stripe experience a plus
- Strong verbal and written communication skills and interpersonal skills required
- Demonstrated ability to prioritize work and manage multiple projects concurrently
- Attention to detail
- Maintain strict confidentiality of sensitive client and company information.
- Ability to work independently
Sourcepass participates in the E-Verify program. As required by federal law, employees must complete an Employment Eligibility Verification (Form I-9) upon hire. Through the E-Verify program, Sourcepass will verify the identity and employment eligibility of all individuals hired to work in the United States.Sourcepass is also proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for everyone. All qualified applicants will receive consideration for employment regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other legally protected status. We can’t wait to see what unique perspectives you’ll bring to our team!
