If you’re the kind of person who can get invoices paid without burning bridges, this role is built for you. You’ll protect cash flow, reduce delinquencies, and keep client relationships intact through smart follow-up and steady negotiation.
About InfoTrack US
InfoTrack builds technology solutions that help professionals move critical work forward with less friction. They’re known for a people-first culture that values performance, balance, and continuous improvement, with benefits that back it up.
Schedule
• Remote role (listed under San Francisco, CA)
• Full schedule hours and time zone not specified
• Expect a fast-paced environment with a high volume of client accounts
What You’ll Do
• Contact clients daily via phone, email, and written outreach to secure payment and resolve balances
• Analyze A/R aging reports to spot at-risk accounts and build structured follow-up timelines
• Troubleshoot slow-pay issues and resolve short or overpayments and unapplied cash
• Manage workload across multiple tools and systems while keeping records accurate
• Follow up on payment promises, escalating when needed to protect timelines
• Identify and communicate credit risk trends to management
• Recommend accounts for escalation, credit hold, or external collections when appropriate
• Support approved bad-debt write-offs and maintain clean documentation
• Generate and analyze reports to track risk and collections performance
• Partner with Sales, Customer Service, Accounting, and A/R to resolve discrepancies and improve processes
• Maintain detailed notes in CRM/billing systems (Salesforce, NetSuite, Maxio/Chargify)
• Ensure collections work follows internal policy and applicable state and federal regulations
What You Need
• 3+ years of collections experience (B2B preferred)
• In-house collections experience preferred
• Strong written and verbal communication with stakeholders at all levels
• Calm, professional, empathetic approach to tough conversations
• Highly organized, deadline-driven, and comfortable juggling volume
• Microsoft Office proficiency (advanced Excel preferred)
• Experience with NetSuite and/or Maxio (Chargify) is a plus
• Salesforce experience preferred
Benefits
• 401(k) match
• Medical, dental, and vision insurance
• Employer-funded short and long-term disability, life, and AD&D insurance
• 20 days PTO
• 11 paid holidays
• “Be Me Time” for mental health, recharging, or volunteering
• Matching gift program
If you’re ready to own a high-impact book of business and bring in payments the right way, move on this one.
You don’t just collect. You solve.
Happy Hunting,
~Two Chicks…