ABOUT THE TEAM
Basis' Finance team employs our product, Basis, to invoice, reconcile, and recognize revenue—all from one platform. Their use case is a prime example of how dynamic, robust, and transformative Basis truly is. This passionate and highly efficient team embodies Raving Fan service with their customers and colleagues by striving for excellence and accuracy in everything they do.
WAYS YOU’LL CONTRIBUTE
You will be reporting to the Manager, Collections and supporting the department in the processing of the company’s outstanding account receivables while managing an acceptable DSO.
You will provide backup assistance for the collections team when needed, researching payment issues, monthly account reconciliations, reporting, projects, and collections. You will contribute by:
Acting as a team lead for Collections Coordinator roles
Performing collections outreach for a portfolio of at least $40M, while always striving to exceed collection goals, lower DSO, and meet or exceed individual KPIs
Having a sound judgment of industry, market trends, and internal processes to form an intelligent approach towards the escalation of collection issues
Researching and reconciling misapplied or unapplied cash
Completing assigned month-end tasks accurately and timely
Strategically approaching customers to limit Basis' exposure and mitigate risk
Accurately and consistently documenting all collections efforts in Basis' financial system, Netsuite
Performing daily cash application timely and with 100% accuracy
Reviewing customers financial position and credit-worthiness using different tools and resources
Providing backup coverage as needed
Proactively engaging in periodically reviewing and updating existing policies and procedures
Providing Raving Fan service to customers and colleagues
Working with Billing and Sales to resolve customer issues timely
Assisting with special projects for the Manager or Director as needed
WHAT YOU BRING TO THE TABLE
Thoughtful approach to collaboration, design, and decision-making that prioritizes equity, access, and continuous learning.
Commitment to creating inclusive, respectful environments where all voices are valued and supported.
2-3 years of relevant work experience
College degree in Business, Finance, Accounting, or similar
Previous strong cash application and credit card experience, at least 2-3 years of working knowledge
Previous accounts receivable and collection experience, at least 2-3 years
Strong negotiating and problem-solving skills
Excellent written and oral communication skills
Strong knowledge of excel.
BONUS POINTS
- Spanish bilingual skills are a plus, but not required.
