Credit And Collections Specialist

About K12 Coalition

K12 Coalition provides products and services that help K-12 schools and teachers achieve transformational learning outcomes. We tackle many of today’s toughest education obstacles, including teacher recruitment and retention, student learning acceleration, ongoing teacher coaching and development, long-range strategic planning, and school equity audits. K12 Coalition came together when educators with deep experience as teachers, school leaders and high-level district administrators observed a genuine need for something better. Our divisions include iTeach, Teaching Channel, Insight Education Group and Lavinia Group.

Location: Remote

Office Hours: Monday - Friday between the hours of 8am - 5pm in your time zone

The Opportunity

We are seeking a highly organized and detail-oriented individual to join our team as a Credit and Collections Specialist. The ideal candidate will have high-volume collections experience working with both B2C and B2B collections. The primary responsibility of this role is to manage accounts receivable (AR) collections, including invoicing, following up on overdue payments, and reconciling accounts. Additionally, the successful candidate will be responsible for handling credit card collections, including monitoring for failed transactions, chargebacks, and other payment discrepancies. This role requires strong communication skills, attention to detail, and the ability to work efficiently in a fast-paced environment.

What You’ll Do

• Oversee the entire accounts receivable process, ensuring accuracy and efficiency.
• Process sales order-related invoices promptly, ensuring compliance with company policies and customer expectations.
• Conduct day-to-day financial transactions, including verifying, classifying, computing, posting, and recording accounts receivable data.
• Post incoming payments, such as checks, credit cards, ACH, wires, and EFTs, in line with financial policies and procedures.
• Identify and resolve discrepancies between payments and invoices.
• Manage collections, examining customer payment plans, history, and conducting collection calls/emails.
• Assist with credit card collections, investigating disputes, processing chargebacks, and addressing failed transactions.
• Attend scheduled collection meetings with customers and send monthly customer statements.
• Prepare consolidated AR aging reports and provide collection information to divisional management biweekly.
• Collaborate with internal teams, including sales and customer service, to coordinate collections efforts and resolve customer issues.
• Maintain current customer records, files, and documentation.
• Cultivate positive vendor relationships, negotiate terms when needed, and resolve issues promptly.
• Proactively identify opportunities for process improvement to enhance collections efficiency.
• Collaborate with and support other members of the accounting department as needed.
• Perform any other assigned job-related duties.

Who You Are

You excel at meeting the needs of customers and the business - You have an ability to think and act strategically and adjust to meet the needs of the business, a high attention to detail and the ability to multitask, and you are highly organized with strong time management skills.

You leave no detail untouched - You are extremely organized, able to manage projects with multiple moving pieces, priorities and people, and maintain your attention to detail.

You are an expert communicator and relationship builder - You are dynamic and engaging, with the ability to clearly and concisely communicate both verbally and in writing.

You value and utilize feedback - You are eager for the opportunity to improve, make adjustments and re-engage.

Qualifications

• Associate’s degree or equivalent experience in accounting, finance, or related discipline. (Bachelor's degree may be preferred)
• 3+ years’ experience in accounts receivable, Credit and Collections, or related financial role preferred.
• Strong understanding of standard AR collections procedures and credit card processing systems.
• Excellent communication and interpersonal skills, with the ability to interact professionally with customers and internal stakeholders.
• Ability to work independently and collaboratively within a team.
• Proven ability to multitask, prioritize workload, and meet deadlines in a fast-paced environment.
• Attention to detail and accuracy in data entry and record-keeping.
• Intermediate skills in Excel (required).
• Knowledge of ERP System (Sage Intacct) preferred.
• Adaptability to changes in accounting regulations, company policies, and technology.
• Ability to deal with difficult situations professionally.
• Strong interpersonal and oral/written communication skills.

Why Work with Us

We offer a wide variety of benefits, including flexible time off, parental leave, medical/dental/vision insurance, and 401K.

Compensation range for this position: $21-$29 per hour based on qualifications and experience

As part of our commitment to pay equity, new hires are typically brought into the organization at a salary between the salary band minimum and the salary band midpoint depending on qualifications, location, internal equity, and the budgeted amount for the role.

Our Selection Process

Our selection process typically includes an online application, short phone interview, brief candidate exercise, hiring manager interview, final interview and reference check.

Equal Employment Opportunity and Commitment to Diversity

At K12 Coalition, we are driven to build and sustain a culture of respect, belonging and inclusion. Our DEI committee includes team members across the company that drive grassroots change through affiliated team resource groups, unconscious bias training, and Equity Triads for continuous dialogue.

We operate with the deep belief that our world, our schools, and our team are made stronger by respecting, listening to, and amplifying the voices of the communities we serve and the world around us. Therefore, our curricular offerings, our work as a team, and our work with schools, reflect a diversity of perspectives, backgrounds, and experiences. We aspire to deliver services, products, and practices that are deeply rooted in equity for all children. We are committed to building a diverse team to contribute to this work.

We will extend equal employment opportunity to all applicants without regard to age, race, ethnicity, sex, religion, sexual orientation, gender identity, socioeconomic background, disability status, military affiliation, pregnancy or any other status protected under federal, state and local laws. We encourage all who share our mission to apply.

K12 Coalition will provide reasonable accommodations during the recruitment process. If you need additional accommodations or assistance, do not hesitate to contact our HR team directly at hr@k12coalition.com.