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Namely is the leading HR, payroll & benefits platform for growing companies.
New York    Posted: Friday, March 08, 2019
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The Credit & Collections Analyst handles drives high collections performance on the technology & professional services side of the business.


  • Conduct collection calls in order to drive high collections success
  • Coordinate & update collections cases when assigned to other teams at Namely
  • Maintain accurate credit & collection files & notes on each customer including accurate contact information on customers with escalation pathways
  • Coordinate review with all stakeholders on disputed items
  • Review & rank customers by risk of collectability & monitor high risk accounts
  • Escalate & manage accounts that move through legal and/or collections agency process
  • Monthly KPI report on key accounts receivable metrics such as DBT, DSO & develop strategic plans to optimize performance; weekly report of work plan for success
  • Support record keeping system for collections including application of customer payments
  • Support allowance for doubtful accounts assessment & other monthly close tasks
  • Research as requested by customer or internal department
  • Audit support
  • Collaborate with Treasury team on KYC & assess credit risk within the client portfolio
  • Collaborate with Treasury to optimize cash collection through various options (e.g. credit card payments, ACH, check, lockbox, etc)
  • Other project / responsibilities as requested


  • 2-4 years of related experience in a billing role
  • Advanced Excel skills (VLOOKUP, Pivot Tables, etc.)
  • Bachelors Degree in Accounting/Finance preferred
  • Professional demeanor & strong motivation to meet deadlines
  • Extremely Detail Oriented, strong time management skills, ability to work independently
  • Strong communication skills - both written & verbal

Nice to Have

  • Zuora Billing System
  • Salesforce/CRM Software
  • NetSuite ERP System

About Namely

Namely is the first HR, payroll, & benefits platform employees actually love to use. People are at the center of everything we dofrom our platform to our staff. Why join us? We believe every company & every employee deserves a great workplace, supported by HR technology they use & love. Most importantly, we believe in giving you the tools you need to do the best work of your career.

We invite you to fill out the EEO survey below as part of our ongoing diversity initiatives at Namely. Your participation in the survey is completely optional & voluntary, & none of the information you provide will be considered in the hiring process or with respect to any employment decision made by Namely. Namely will have access only to anonymized data submitted through these surveys.

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