Collections Specialist

About Apptegy

Since our start in 2015, we've gone from a group of individuals to a community pushing toward the same goal of building a fantastic company with great people, great products, and, most importantly, a great culture.

Apptegy is building products to empower school leaders to run better schools. We have the opportunity to help schools as they go through a radical shift in how they operate and to provide great technology to make that transition.

We are focused on bringing thoughtful, high-performers together to craft an experience for our clients and to make Apptegy a better place than it already is.

As a Collections Specialist...

You will join our accounting team to help scale our quickly growing organization. You will be involved in and responsible for:

• Customer invoice calls for all new invoices and aged invoices after 60 days.

• Additional follow-up with customers as needed to include revising invoices for purchase order references or other customer requests.

• Manage communication with customers that come in through email, phone calls, and communications from internal teams.

• Assist with invoice generation, email delivery and follow-ups to ensure receipt acknowledgment by customers.

• Record deposits and manage reconciliation for check and credit card payments.

• Manage and maintain relationships with Boards of Cooperative Educational Services.

What you should bring to the table:

• You have a minimum of 1-2 years of collections experience in a professional work environment.

• You are detail-oriented, highly organized, and able to focus to finish work.

• Comfortable working in Microsoft Excel.

• A desire to be part of a fast-growing company.

What we expect from you:

1.To work with urgency: In this role, you must be incredibly organized, but also efficient and fast. You should be able to point to specific examples and experiences when you had to do great work, quickly.

2.Strong technical skills: You enjoy making Excel work smarter for you. You have some experience with pivot tables, advanced formulas (SUMIFS, SUMPRODUCT, VLOOKUP, etc), and can access many of the powerful, advanced functions.

3.Thoughtful intensity: You are intense in your work and can manage on your own, but you also know how to look up and help others. You know that Finance is a team that helps Apptegy's teams, clients, and investors. Working diligently gives you the opportunity to help others and take things off their plate when needed.

4.Growth mindset: You are mastering the skill of self-improvement and see every obstacle as an opportunity to learn and grow. While you take pride in everyday work, you also take pride in overcoming new challenges -whether technical or personal in nature.

5.To learn how we think & be coachable: In this position, you'll have an opportunity to work with a number of people. We want you to be open and coachable to how we craft experiences for our clients. Our aim (and your aim) must be to take an Apptegy approach to every interaction and look for ways to surprise our clients.

What else should I know?

We take our responsibility as a company seriously and aim to make this the best job that you've had (and one that sets you up for future success).

We want your day at work and your time at home to be a joyful experience, that's why we provide:

• Medical, dental, and vision insurance for you and your dependents

• Matching 401(k) retirement plan

• Discretionary/flexible paid time off policy

• Parental leave

• Dependent Care FSA

If the challenge of building a rapidly growing company excites you as much as it does us, we hope that you'll consider joining us.