Credit Analyst

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/hr

About the Role

In this role, you will evaluate B2B customers and make data-driven recommendations on credit limits, payment terms, order approvals, and risk mitigation.

Key Responsibilities

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• Perform credit reviews for new and existing B2B customers
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• Analyze financial statements, credit reports, payment history, exposure, and other risk indicators
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• Recommend credit limits, payment terms, prepayment, or other risk mitigation
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• Review and make decisions on credit holds and order release requests
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• Identify potential customer/account-opening fraud and escalate concerns
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• Monitor existing customers for changes in payment behavior and credit exposure
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• Document credit decisions and rationale to support ASC 606 collectibility requirements, SOX controls, and audits
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• Partner closely with Sales, Deal Desk, Collections, Revenue Accounting, and Legal
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• Track credit review volume, turnaround time, exposure, and outcomes
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• Help improve credit policies, procedures, risk thresholds, and automation
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• Identify opportunities to use automation and AI to streamline routine credit reviews
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Ideal Background

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• 6+ years of commercial/B2B credit, credit risk, or related AR experience
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• Experience in B2B software, SaaS, cloud, technology, or telecommunications
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• Strong experience evaluating business customers and making credit recommendations
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• Experience with credit limits, order holds/releases, and payment terms
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• Ability to interpret financial statements and third-party credit reports
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• Strong Salesforce experience — this is a key requirement
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• Experience with Stripe and/or Tesorio is a strong plus
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• Familiarity with D&B, Experian, Moody's, Creditsafe, HighRadius, Billtrust, or similar platforms is helpful
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• Experience supporting SOX/audit requirements is preferred
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• Strong Excel/Google Sheets skills
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• Excellent written communication and ability to explain credit decisions clearly
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• Experience improving or developing credit policies/processes is highly valued
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Important

A take-home assessment is required and must be completed/included with the candidate submission.