Collection Analyst

As a Collection Analyst at Samsara, your primary responsibilities will include managing a portfolio of customers, overseeing accounts receivable efforts, and acting as the key point of contact for the sales team. You'll be responsible for ensuring timely collection of payments, resolving payment-related issues, escalating past due accounts as needed, and collaborating with other departments to address discrepancies. This role is crucial in minimizing financial loss and requires a candidate with strong organizational skills and a proactive mindset.

To qualify for the Collection Analyst position at Samsara, candidates should possess a Bachelor’s degree, preferably in finance or accounting. A minimum of 2 years of business-to-business collections experience is also required, along with fluency in English and Spanish. Additionally, experience handling over 250 customer accounts and knowledge of Mexico tax regulations will be beneficial. Strong attention to detail, organizational skills, and experience with tools like NetSuite and Excel are preferred.

At Samsara, we strongly believe in building a culture that encourages rapid career development. As a Collection Analyst, you’ll have ample opportunities to expand your skills and take on new challenges. We reward hard work and dedication, enabling our employees to shape their careers as they grow with the company. Whether through mentorship programs or exposure to cross-functional projects, we'll support you in mastering your craft and reaching your career goals.

As a Collection Analyst at Samsara, you’ll enjoy a flexible working environment that caters to your needs, whether you prefer to work remotely or in-person. We foster a collaborative and inclusive culture, where team members support each other to achieve shared goals. You'll be part of a highly motivated and skilled team focused on driving impact in industries worldwide—making your work both challenging and rewarding.

Collection Analysts at Samsara receive a competitive total compensation package that includes remote and flexible working options, health benefits, and access to our Samsara for Good charity fund. Additionally, we focus on creating a supportive environment that encourages diversity, equity, and inclusion. Our commitment to employee growth and well-being ensures that you have the resources needed to succeed and thrive in your role.

When answering this question, highlight specific experiences you have had in managing accounts receivable and the steps you took to ensure timely payments. Discuss the size of the portfolio you managed, the collection techniques used, and any metrics that demonstrate your success in minimizing overdue accounts. Emphasize your attention to detail and critical thinking skills.

In your response, outline a systematic approach to prioritizing tasks. Discuss time-management skills, tools or software you use to keep track of deadlines, and how you assess the urgency of accounts. Share a scenario where your prioritization made a difference in effectively resolving payment issues.

When addressing this question, provide examples of techniques such as active listening, patience, and empathy to understand customer concerns. Share an instance where you successfully resolved a complex payment issue and how your approach helped maintain a positive relationship with the customer.

This question invites you to share your knowledge of Mexico’s tax regulations like CDFI 4.0 and how they impact the collections process. Discuss any practical experience you've had applying these regulations in previous roles and the importance of compliance when managing customers' accounts.

In your answer, emphasize your attention to detail and organizational skills. Discuss the methods you use to regularly review and update customer accounts, reconcile discrepancies, and maintain clean records. Mention any specific tools or software that facilitate accurate information management.

Here, showcase your communication skills by explaining how you would maintain a collaborative relationship with the sales team. Share how you would provide updates on account issues, seek their input when issues arise, and work together on customer-related challenges.

Discuss your coping strategies when facing stressful situations, such as balanced workload management, effective time management, and the importance of seeking support from your team. Provide examples where your approach helped you remain productive and focused under pressure.

This is your chance to narrate a real story. Share the background of the case, the challenges it presented, the steps you took to resolve it, and the eventual outcome. Highlight the lessons learned and how they improved your collections approach in future scenarios.

Share your reasons sincerely and focus on how Samsara's mission, culture, and growth opportunities align with your professional aspirations. Discuss your passion for contributing to industries that play a vital role in the global economy, and express your enthusiasm for being part of a collaborative and innovative team.

When answering this, provide insights into your communication style, such as being transparent, friendly, and solution-oriented. Share examples where you effectively navigated tough conversations and successfully reached resolutions, which will show your interpersonal skills and commitment to customer service.