Hi, we're Edlio! We are a fast-paced software development company that is looking for a smart, energetic, supportive, and dynamic individual to join our team. We specialize in a web-based solution for thousands of schools and districts nationwide. Our content management system is packed with features designed specifically for teachers and school administrators and is a perfect fit for educational organizations of any size, from small charter schools to districts with dozens of campuses.

The Renewal and Cash Collection Specialist is critical to client retention. This position ensures prompt invoice payments and cultivates strong client relationships. It involves processing renewals, overseeing collections, and collaborating with the Client Services team to maintain a high client retention rate.

Duties and responsibilities

• Client Order Processing, Invoicing, and Collections
• Process client orders and generate invoices utilizing order management systems such as Salesforce, Maxio, and QuickBooks.
• Manage assigned client accounts to ensure payments are received by their due dates.
• Supervise renewal opportunities in Salesforce, progressing them through the renewal process to completion.
• Comprehend client procurement cycles and purchasing processes to guarantee orders align with client payment requirements.
• Examine contracts, purchase orders, and agreements to ensure punctual and precise order processing.
• Identify accounts with a risk of non-renewal and adhere to escalation procedures, notifying Client Services and Finance leadership as needed.
• Conduct collection activities, including follow-ups and escalations, to ensure prompt payments.
• Establish and maintain strong relationships with clients to drive subscription renewals.
• Evaluate client needs, troubleshoot issues, and develop effective solutions to ensure customer satisfaction.
• Provide billing and order processing support to internal teams as required.
• Maintain updated process documentation to reflect current workflows and procedures.
• Assist with processing new sales and upsell orders when necessary.

Qualifications

• Prior experience in client service, billing, or related fields.
• CRM and Billing system knowledge
• Strong ability to establish rapport and maintain positive client relationships.
• Excellent verbal and written communication skills.
• Data-driven and strong analytical skills
• Detail-oriented, organized, and capable of working independently.
• Strong problem-solving and critical thinking abilities.
• Proven ability to multitask and deliver accurate, timely results in a fast-paced environment.
• Self-motivated with a strong sense of urgency and ownership.
• Quick learner, adaptable to new technology platforms and processes.
• Exceptional interpersonal skills with the ability to collaborate effectively across teams.

Salary and Benefits

• Base salary + variable compensation plan
• 401K with employer matching 
• Comprehensive healthcare benefits
• Maternity/Paternity leave
• Paid vacation and holidays
• Edlio Winter Break
• Travel stipend 
• Wellness stipend