Position: Credit Analyst, Invoice to Cash Location: San Francisco, CA/Seattle, WA /New York City, NY offices to come onsite as needed, but mainly remote Type: 12 months with possible extension Pay Range: $70 - $100/hrAbout the RoleIn this role, you will evaluate B2B customers and make data-driven recommendations on credit limits, payment terms, order approvals, and risk mitigation.
Key Responsibilities:
  • Perform credit reviews for new and existing B2B customers
  • Analyze financial statements, credit reports, payment history, exposure, and other risk indicators
  • Recommend credit limits, payment terms, prepayment, or other risk mitigation
  • Review and make decisions on credit holds and order release requests
  • Identify potential customer/account-opening fraud and escalate concerns
  • Monitor existing customers for changes in payment behavior and credit exposure
  • Document credit decisions and rationale to support ASC 606 collectibility requirements, SOX controls, and audits
  • Partner closely with Sales, Deal Desk, Collections, Revenue Accounting, and LegalTrack credit review volume, turnaround time, exposure, and outcomes
  • Help improve credit policies, procedures, risk thresholds, and automation
  • Identify opportunities to use automation and AI to streamline routine credit reviews
Ideal Background:
  • 6+ years of commercial/B2B credit, credit risk, or related AR experience
  • Experience in B2B software, SaaS, cloud, technology, or telecommunications
  • Strong experience evaluating business customers and making credit recommendations
  • Experience with credit limits, order holds/releases, and payment terms
  • Ability to interpret financial statements and third-party credit reports
  • Strong Salesforce experience — this is a key requirement
  • Experience with Stripe and/or Tesorio is a strong plus
  • Familiarity with D&B, Experian, Moody's, Creditsafe, HighRadius, Billtrust, or similar platforms is helpful
  • Experience supporting SOX/audit requirements is preferred
  • Strong Excel/Google Sheets skills
  • Excellent written communication and ability to explain credit decisions clearly
  • Experience improving or developing credit policies/processes is highly valued
Important A take-home assessment is required and must be completed/included with the candidate submission.

Matching similar jobs

Level

Senior L5

Salary

$70 - $100/hr

Location

Denver, CO

Occupation

Credit Analysts

Industry

Other Activities Related to Credit Intermediation

Posted

6 days ago

APPLY NOW