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OTC Analyst

Job Description:

The Credit Collections Analyst position will be assigned a portfolio in our Direct team and will be responsible for the collection activity and account reconciliation for a specific region This position will report to the OTC Supervisor.

Key Responsibilities:

Summary of role

In this role, you’ll help manage the credit and collections process, supporting the Credit Supervisor and Manager to ensure customers pay on time and accounts are well maintained. You’ll be a key link between our customers, sales teams, and finance, helping resolve issues quickly while keeping our cash flow healthy and our relationships strong.

What I will be doing

You will be responsible for the collection efforts for an assigned portfolio of Sage products while achieving KPI targets and a company DSO.

You’ll review and analyse customer credit information to make sound credit decisions and proactively monitor accounts to ensure payments are made on time. When issues arise, you’ll work directly with customers to resolve disputes, reconcile balances, and prevent delinquent accounts. You’ll keep sales teams informed of any risks or account concerns and help process manual payments when needed.

You’ll also play a big part in improving how we work—raising ideas for process improvements, supporting key projects, and helping to streamline how the credit team operates. Alongside this, you’ll ensure compliance with all internal policies, sales tax requirements, and confidentiality standards while maintaining accurate account records and documentation.

What we are looking for

We’re looking for someone detail-oriented, analytical, and proactive—someone who’s as comfortable digging into account data as they are talking with customers and colleagues to solve problems. You should have experience in credit control, accounts receivable, or collections, and be confident managing customer relationships to achieve positive outcomes.

Strong communication skills, sound judgment, and the ability to manage multiple priorities will help you succeed in this role. You’ll thrive here if you take initiative, enjoy improving processes, and bring a calm, solutions-focused approach to keeping things running smoothly.

Qualifications and Requirements:

• 5+ years directly related work experience and Business to business collection

• High school diploma/GED required

• Analysis and problem-solving skills

• Ability to plan and meet deadlines

• Advanced computer skills with an emphasis on MS Office products (emphasis on Excel)

Preferred:

• BS/BA preferred

• SAP experience highly preferred

Do you love where you work? WE do!

Who is Sage?https://www.sage.com/en-us/company/careers/who-we-are/

How we make a difference:https://www.sage.com/en-us/company/sage-foundation/

Champion of Business Builders:https://www.sage.com/en-us/products/

Life at Sage:https://www.sage.com/en-us/company/careers/life-at-sage/

Our comprehensive total rewards program includes:

• Extended health, dental and vision coverage

• On-going training and professional development

• 21 days paid time off from the start

• Paid 5 days to volunteer through our Sage Foundation

• Matching Retirement contributions

• And, so much more…

#LI-ND1

Function:

Finance Operations

Country:

United States

Office Location:

Lawrenceville

Work Place type:

Hybrid

Advert

Working at Sage means you’re supporting millions of small and medium sized businesses globally with technology to work faster and smarter. We leverage the future of AI, meaning business owners spend less time doing routine tasks, like entering invoices and generating reports, and more time pursuing their ambitions.

Our colleagues are the best of the best. Because to achieve extraordinary outcomes, we need extraordinary teams. This means infusing Sage with people who knock down barriers, continuously innovate, and want to experience their potential.

Learn more about working at Sage:sage.com/en-us/company/careers/working-at-sage/

Watch a video about our culture:youtube.com/watch?v=h1-vs3zIpnc

We celebrate individuality and welcome you to join us if you embrace all backgrounds, identities, beliefs, and ways of working. If you need support applying, reach out [email protected].

Learn more about DEI at Sage:sage.com/en-us/company/careers/diversity-equity-and-inclusion/

Equal Employment Opportunity (EEO)

Sage is committed to Equal Employment Opportunity and providing reasonable accommodations to applicants with physical and/or mental disabilities.

In order to provide equal employment and advancement opportunities to all individuals, employment decisions at Sage will be based on merit, qualifications, and abilities. Sage does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, protected disability, veteran status, sexual orientation, gender identity, genetic information, or any other characteristic protected by applicable law.