AR & Collections Associate - Mexico (Temporary role)

Team: Business Finance

Location: Mexico City, Mexico - Remote, Guadalajara, Mexico - Remote, Monterrey, Mexico - Remote, Puebla, Mexico - Remote

Commitment: Contract

Workplace Type: remote

Responsibilities:

• Manage a high-volume portfolio of B2B accounts, specifically focusing on proactive monitoring and initial outreach for lower-tier past-due accounts.

• Contact customers via email and phone regarding overdue invoices while maintaining a professional and helpful demeanor.

• Utilize knowledge of payment cycles and customer behavior to assist in cash forecasting and provide predictability on expected weekly/monthly collections.

• Embrace an AI-friendly mindset and demonstrate a willingness to learn quickly and successfully integrate new automation tools into daily workflows.

• Monitor aging reports and provide regular updates to Finance Leadership on collection status and potential bad debt risks.

• Identify and resolve billing discrepancies or customer issues that may be delaying payment by collaborating closely with Sales, Renewals, and Operations.

• Ensure all collection activities and customer interactions are accurately recorded in the ERP/CRM systems (NetSuite, Salesforce).

• Post daily customer payments by recording cash, checks, and credit card transactions.

• Use basic knowledge of contracts to understand customer payment terms and identify any account inconsistencies.

• Effectively communicate with the Sales, Operations, and Finance teams.

• Participating in Governance calls and handling ad hoc projects as assigned

Required Skills:

• Bachelor’s degree in accounting/finance or related field.

• 1-2 years’ experience in accounts receivable and collections can substitute for educational requirements.

• Basic knowledge of sales contracts and standard payment terms.

• Flexibility to work an early shift schedule to provide coverage and support for European time zones.

• Intermediate to Advanced Excel skills.

• Strong analytical, organizational, verbal and written communications, and interpersonal skills.

• Self-motivated with the ability to multi-task and work in a dynamic fast-paced environment.

• Knowledge and experience with automation tools and processes would be an added advantage.

• Flexibility and adaptability navigate frequent changes in a fast-growing company