Senior Credit & Collections Analyst, Okta
$84-126k
+ Bonus
More information about location
Management platform securing resources from cloud to ground
Posted today
Management platform securing resources from cloud to ground
1001+ employees
Posted today
$84-126k
+ Bonus
More information about location
1001+ employees
Company mission
To improve the connections between people and tools to make companies more productive and secure.
Role
Who you are
- 5+ years of collections or accounts receivable experience, preferably in a SaaS or technology company
- Advanced analytical skills, including payment trend analysis, forecasting, and reporting
- Strong experience with ERP and collections management tools (e.g., Salesforce, NetSuite, Workday, and Slack)
- Solid understanding of revenue recognition principles and QTC operations
- Experience communicating and collaborating with Sales, Customer Success, Legal, and Finance departments
- Ability to manage multiple tasks effectively with strong prioritization and organizational skills
- Strong organizational mindset and ability to execute quickly against priorities
- Skilled communicator, capable of leading internal and external discussions, presenting updates, and summarizing key points
- Effective at building cross-functional relationships and driving resolution through collaboration
- Intellectual curiosity, with a proactive and creative approach to problem-solving
- Open to feedback and continuous learning; structures career progression with regular manager check-ins
- Ability to coach and mentor peers and junior team members; leads by example
What the job involves
- Manage a portfolio of key strategic accounts and top reseller/partners, ensuring timely outreach, resolution of outstanding invoices, and reconciliation of complex accounts with minimal oversight. Including:
- Payment reminders,
- Collections notices
- Drafting legal demand letters, when necessary
- Provide guidance on escalations of accounts to cross-functional teams and other analysts
- Handle account deactivations or work stoppages due to non-payment, and escalate issues according to policy
- Negotiate payment plans within internal guidelines, escalating sensitive cases appropriately
- Drive dispute resolution (e.g., tax, purchase orders, billing), monitor dispute trends, and recommend operational improvements
- Submit and track refund requests and ensure compliance with customer banking and documentation standards
- Perform financial and credit analysis on new customer opportunities and provide recommendations per company policy
- Forecast incoming payments, supporting FP&A by maintaining up-to-date customer payment trends, notes, and promise-to-pay (PTP) tracking
- Conduct Days Beyond Terms (DBT) analysis for key accounts and escalate payment behavior changes
- Support quarterly business reviews (QBR) preparation, create accounting slides, and present insights to leadership
- Communicate effectively with external legal counsel on bankruptcies, settlements, and disputes, managing approvals and escalations as needed
- Actively engage and lead cross-functional and strategic projects, suggesting and driving change across billing, collections, and QTC operations
- Perform UAT (User Acceptance Testing) on system changes and collaborating with Business Technology and other departments on technical enhancements
- Maintain working knowledge of systems/tools, ensuring understanding of end-to-end collections processes
- Train, coach, and support team members; create and maintain training materials as processes evolve
Our take
Okta started off as an identity company where organisations, large and small, could tap into the company to have a single sign-on interface to access all cloud applications now centralised. Okta has since expanded to provide identity management at the device as well as the server level.
The new approach towards network security is increasingly based on identification and authentication, and Okta is on track to become the go-to vendor in the space. They aim to do so by developing products that enable people to access applications and other tools more smoothly and securely than ever before.
Okta has taken strides towards expansion through significant employee growth and shuffling executive leadership. The company has also made lateral moves such as tackling governance concerns, opening up new paths for revenue.
Freddie
Company Specialist at Welcome to the Jungle
Insights
19% employee growth in 12 months
Company
Funding (last 2 of 7 rounds)
Sep 2015
$75m
SERIES F
Jun 2014
$75m
SERIES E
Total funding: $229.3m
Company benefits
- Work from home opportunities
- Health + Wellness
- Financial Benefits
- Pay + Incentives
- Time Off
- Everyday Living
- Resources
Company HQ
The East Cut, San Francisco, CA
Leadership
Todd McKinnon
(CEO)VP of Development at Salesforce.com and has nearly a decade of experience in various engineering and leadership roles at PeopleSoft.
Frederic Kerrest
(Vice Chairman)Worked in Sales and Business Development at Salesforce.com, and previously co-founded high-tech consulting firm Meridian Global Solutions.
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