Namely: Collections & Revenue Analyst
195 Broadway, 15th Floor
New York, NY 10007

Employee Testimonials

Pearl Shu
Stephen Chapman
Rhiannon Lococo

Video

About the Role

The Collections and Revenue Analyst provides revenue and billing support, drives high collections performance on the technology and professional services side of the business and pursues insurance carriers for collections on the company's brokerage business.

Responsibilities

  • Member of team that supports sales tax compliance from invoicing data
  • Assist processing of customer transactions in billing software (Zuora) and create bill runs
  • Assist in recording deal transactions in Salesforce.com for clients that auto-renewed
  • Action brokerage commission collections based on reconciliation of ARR to Cash
  • Support billings and collections queue to help answer customer questions
  • Manage tech collections cases as assigned by management
  • Conduct collection calls with customers in order to drive high collections success
  • Coordinate and update collections cases when assigned to other teams at Namely
  • Coordinate review with all stakeholders on disputed items
  • Escalate and manage accounts that move through legal and/or collections agency process
  • Support record keeping system for collections including application of customer payments
  • Support allowance for doubtful accounts assessment and other monthly close tasks
  • Research as requested by customer or internal department
  • Audit support
  • Other project / responsibilities as requested

Requirements

  • 2-4 years of related experience in a collections role
  • Advanced Excel skills (VLOOKUP, Pivot Tables, etc.)
  • Bachelors Degree in Accounting/Finance preferred
  • Professional demeanor and strong motivation to meet deadlines
  • Extremely Detail Oriented, strong time management skills, ability to work independently
  • Strong communication skills - both written and verbal

Nice to Have

  • Zuora Billing System
  • Salesforce/CRM Software
  • NetSuite ERP System

About Namely

Namely is the first HR, payroll, and benefits platform employees actually love to use. People are at the center of everything we dofrom our platform to our staff. Why join us? We believe every company and every employee deserves a great workplace, supported by HR technology they use and love. Most importantly, we believe in giving you the tools you need to do the best work of your career.

We invite you to fill out the EEO survey below as part of our ongoing diversity initiatives at Namely. Your participation in the survey is completely optional and voluntary, and none of the information you provide will be considered in the hiring process or with respect to any employment decision made by Namely. Namely will have access only to anonymized data submitted through these surveys.

Full-time

Employee Testimonials

Pearl Shu
Pearl Shu
Sr. Director, Business Operations

I would say the best part about working at Namely is the culture. I came from a very corporate environment where people weren’t as open and friendly. From my first day at Namely, people were so welcoming and helpful. People are always willing to sit down and teach you something new. 

Stephen Chapman
Stephen Chapman
Account Executive

Sales runs in my family and I always knew it interested me, so I thought I’d give it a try. Now, I get to talk to so many different people across different industries and learn all their outlooks on the HR space. 

Rhiannon Lococo
Rhiannon Lococo
Sr. Product Manager

I never thought about how much SQL I would learn in my role! Going into the role, I thought it was a lot more about qualitative conversations, but every product decision we make needs to be backed by data. I need to be able to show exactly why we’re doing what we’re doing

Jeremy Cosme
Jeremy Cosme
People Generalist

My favorite part about working on the people team is feeling like I know every single employee. I think besides your health and your family, your job is one of the most important things in your life. Being able to be a resource is really important to me.