Job Purpose
The Credit & Collections Specialist is responsible for managing an assigned portfolio of customers and ensuring timely and accurate billing, documentation submission, collections follow-up, and dispute resolution. The role requires strong attention to detail, adherence to established procedures, and effective coordination with internal and external stakeholders.
Key Responsibilities
Customer Account Management
- Manage a designated portfolio of customer accounts and maintain accurate and up-to-date records.
- Download weekly customer statements and review outstanding balances.
- Prepare invoices and required supporting documents, including delivery notes, purchase orders, and proof of service.
- Submit invoices through the appropriate channels, including email, online customer portals, or in-person delivery as required.
Collections Activities
- Follow up on outstanding receivables in accordance with credit terms.
- Monitor aging reports and initiate reminders, follow-ups, and escalation procedures.
- Record all interactions and maintain detailed documentation of follow-up actions and customer commitments.
Dispute Management
- Identify and escalate disputes related to pricing, quantity, delivery, or documentation.
- Coordinate with Sales, Supply Chain, Customer Service, and Finance teams to resolve issues promptly.
- Track open disputes and ensure timely closure.
ERP and Reporting
- Utilize SAP (or similar ERP systems) for invoice retrieval, documentation, reporting, and account inquiries.
- Prepare required weekly and monthly reports for management review.
- Maintain accuracy of financial data and support reconciliation activities when required.
Process Knowledge
- Demonstrate a clear understanding of the order-to-cash (O2C) process and product delivery workflows.
- Ensure compliance with internal controls, company policies, and documentation standards.
Qualifications & Requirements
- Bachelor's degree in Accounting, Finance, Business Administration, or related field preferred.
- 1–3 years of experience in credit, collections, accounts receivable, or related finance roles.
- Strong proficiency in SAP or an equivalent ERP system.
- Advanced Excel skills, including VLOOKUP, SUMIFS, pivot tables, and data validation.
- Strong organizational, communication, and follow-up skills.
- High level of accuracy, professionalism, and reliability.
- Valid Saudi driving license required.
- Ability to work independently while managing multiple accounts and deadlines.
