Credit and Collection Specialist

CORE RESPONSIBILITIES

• Regularly call and email customers requesting payment for overdue invoices.
• Process customer payments accurately and promptly in QAD ERP system.
• Generate and send out invoices to customers in a timely manner.
• Monitor accounts receivable aging reports and follow up on overdue accounts.
• Investigate and resolve payment discrepancies and billing errors.
• Communicate with customers to address inquiries and resolve payment issues.
• Collaborate with the sales and customer service teams, as needed, to reconcile discrepancies.
• Reconcile accounts receivable ledger to ensure all payments are accounted for and properly posted.
• Prepare and analyze financial reports related to accounts receivable as needed.
• Assist with month-end and year-end closing procedures.
• Provide sales information to auditors, as requested.
• Maintain trained status for, and comply with, all relevant aspects of the PROCEPT BioRobotics Quality
• Management System to ensure product and support regulatory compliance
• Understand and adhere to the PROCEPT BioRobotics' Quality & EHS policies

QUALIFICATIONS (Education, Experience, Certifications)

• To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• At least 2 years experience working in accounts receivable or a similar role
• Associate/Bachelor's degree is a plus
• Knowledge of billing procedures and collection techniques
• Skilled in negotiation is a plus
• Detail-oriented with a high level of accuracy in data entry and record-keeping.
• Ability to prioritize tasks and manage time effectively in a fast-paced environment
• Excellent communication skills (written and oral)
• Interpersonal skills: Patience and ability to manage stress
• Working knowledge of MS Office and proficiency in Microsoft Excel

PHYSICAL DEMANDS & WORK ENVIRONMENT

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• To perform this duty the employee must have the ability to sit or stand at and operate a computer terminal and walk or travel safely within the facility. The employee may occasionally lift and/or move up to 15 pounds.
• This position is a hybrid role based in our headquarters in San Jose, with the ability to commute into the office as needed.