PURPOSE The Revenue Specialist I serves as the first point of contact for customer billing inquiries, payment disputes, and past-due balances within a Business-to-Business (B2B) environment. This role is responsible for managing commercial customer accounts, minimizing revenue loss through effective collection efforts, and ensuring timely resolution of billing and payment issues.

Essential Duties & Responsibilities

- Perform B2B collections activities associated with outstanding balances and delinquent commercial customer accounts.
- Contact customers through outbound calls, emails, and other communication channels to collect overdue balances and secure payment commitments.
- Respond to incoming customer inquiries regarding invoices, payments, account balances, and billing disputes.
- Maintain detailed account notes and documentation to ensure proper follow-up and account resolution.
- Meet and exceed departmental KPI standards and productivity goals.
- Investigate and resolve billing discrepancies, invoice disputes, and payment-related concerns.
- Coordinate with Billing, Sales, Customer Service, and other internal departments to resolve account issues and facilitate payment.
- Escalate complex account concerns, high-balance delinquencies, or unresolved disputes to senior team members when appropriate.
- Convert customers to electronic payment methods and ACH/AutoPay programs whenever possible.
- Communicate account status, payment concerns, and collection activities with internal stakeholders, including Sales and Operations teams.




- Research and resolve returned, declined, disputed, or potentially fraudulent payments.
- Investigate unapplied, misapplied, or missing payments and ensure proper account reconciliation.
- Negotiate and establish payment plans with customers to avoid account escalation to external collection agencies.
- Suspend and reactivate customer accounts as necessary in accordance with company policies and payment status.
- Monitor customer payment trends and proactively identify collection risks or potential account issues.
- Develop and maintain a working knowledge of company products, services, processes, and systems to effectively support customers.
- Build professional relationships with business customers while balancing customer satisfaction and company revenue objectives.
- Work closely with Collections, Billing, Finance, Sales, and Corporate teams to resolve day-to-day account and payment issues.

Required Knowledge/Skills/Abilities

- Customer service.
- Communication in English language, both written and verbal
- Critical thinking.
- Efficient.
- Organization.
- Persuasion.
- Resourceful.
- Time management.
- Analytical.
- Basic knowledge of industry.
- Basic knowledge of red flags.
- ACH autopay.

Qualifications

- Bachelor’s degree in finance, accounting or equivalent preferred.
- Minimum of 1 year experience in Collections, Finance or Customer Service.
- Multicurrency experience a plus.

PHYSICAL DEMANDS & WORK ENVIRONMENT

Work Environment: Job is typically performed in a general office environment.

📌 Revenue Specialist (Monterrey)
🏢 ShipStation Global
📍 Monterrey