Sourcepass
IT
CollectionsSpecialist
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Collections Specialist at Sourcepass. Skills: Collections, AR Aging, Customer service. Maximize cash flow. Improve DSO”
What You'll Achieve.
Maximize cash flow; Improve DSO
Industry & Context.
Issue resolution; Root cause analysis
What They're Looking For.
Must Have
5+ years cash apps and collections experience, Microsoft Office application experience, Intermediate to Proficient Excel skills, Verbal and written communication skills, Interpersonal skills
Nice to Have
Associate's Degree, NetSuite experience, ConnectWise Manage experience, Stripe experience
What You'll Do.
Maintain AR Aging ownership
Make inbound and outbound collection calls
Serve as primary point of contact for clients
Build professional relationships with clients
Drive improvement in AR aging
Resolve account disputes
Assist with payment reconciliation
Follow up on unapplied cash
Assist clients in navigating billing portal
Identify root causes of AR issues
Make recommendations for AR improvement
Negotiate payment plans
Prioritize proactive customer communications
Minimize losses from bad debt
Notify management of financial risk
Make recommendations for credit hold
Make recommendations for bad debt write offs
Assist with cash flow forecasting
Maintain knowledge of laws
Maintain accurate account notes
Maintain collection activity logs
Maintain records for auditing
Assist with yearly audits
Complete additional projects
How You'll Work.
Team & Collaboration
Cross functional collaboration
Communication Scope
Client communication; Customer communication
Full Job Description
ABOUT SOURCEPASS At Sourcepass, we’re redefining what it means to be an IT partner. We deliver more than support to our clients; we deliver transformation. By combining excellent service, strategic guidance, and proprietary innovation, our award-winning team helps to simplify technology and amplify results for our clients. Empowered by Quest®, our intelligent IT management platform, we ensure our clients have complete visibility, proactive security, and smarter decision-making to maximize their IT function. Sourcepass is honored to have been recognized by various industry leaders, including Channel Futures, Inc., The Channel Co., Channel Insider, Acronis, and more. We have been named to the CRN Tech Elite 250 and CRN MSP 500 in 2026 and were named the Acronis Service Provider of the Year, Pax8 Global Partner of the Year, and were among the Forbes Best Startup Employers in 2025 & 2026, among other recent awards. With local roots and national reach, Sourcepass empowers businesses across industries to focus on what matters most: their people, their mission, and their growth. If this matters to you as well, let’s work together on empowering our client's teams, protecting their data, and enabling their growth. Join us and be part of our journey toward even greater accomplishments. POSITION SUMMARY As a Collections Specialist, you will be responsible for maximizing cash flow and improving DSO. In order to be successful in this role, you should have excellent communication and negotiation skills, and a proven ability to work independently. The Collections Specialist will be expected to act as a liaison between our customers and the organization in a way that supports our mission to deliver an IT experience that clients love, making someone with a combination of collections and customer service experience an ideal candidate. We are looking for a motivated and reliable team player who can work efficiently and effectively, while maintaining accuracy, in a fast-paced environme
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