Credit & Collections Associate Analyst

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.

Job Category
Finance

About Salesforce
We're Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too - driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good - you've come to the right place.

Job Details

The Senior Global Credit Analyst is responsible for evaluating the financial health of customers to ensure collectability. This critical role at Salesforce helps minimize the risk of bad debt while supporting healthy working capital and free cash flow. A Senior Credit Analyst must make sound credit decisions to mitigate financial exposure, establish appropriate payment and billing terms, and understand how contract language impacts collections. The position requires close collaboration with sales leaders, internal finance teams, collections, and legal stakeholders to facilitate timely deal conversions.

This role demands the ability to remain calm under pressure, assess situations objectively, and make sound decisions, particularly in high-stakes environments. A working knowledge of SOX controls and the importance of safeguarding financial data is essential. As a global support role, the position requires flexibility with extended hours during the final days of each month, especially at quarter-end, with occasional weekend work depending on the calendar.

Responsibilities:

1. Manage Credit Quote and Case queues
2. Handle Payment Terms and Billing Frequency requests
3. Oversee Prebill days and Payment Method changes
4. Address Payment Plan requests
5. Monitor and manage Credit Rating updates
6. Perform ad-hoc tasks as needed
7. Use data and analytics to understand credit risks and develop proactive strategies
8. Collaborate with account teams to set appropriate credit terms
9. Work closely with internal and external teams, including Account Executives, Sales Operations, Legal, and Accounts Receivable, to optimize cash flow, reduce AR aging, and minimize bad debt expenses
10. Ensure compliance with collection activities and facilitate resolution of related issues

Qualifications:

1. Bachelor's degree in Accounting, Finance, Business Administration, or a related field, or equivalent work experience
2. 2-3 years of experience in accounts receivable, commercial (B2B) credit, accounting, finance, or credit and collections
3. Ability to interpret financial reports from sources like D&B and Moody's
4. Strong analytical skills with a deep understanding of collections, credit, accounting, and finance principles
5. Experience in assessing portfolio and customer risk
6. Strong conflict management and negotiation skills
7. Independent and critical thinker, able to make decisions autonomously
8. Effective time management and the ability to work efficiently under pressure
9. Ability to thrive in a fast-paced, dynamic environment while managing multiple tasks
10. Excellent verbal and written communication skills, with the ability to engage at all management levels
11. Salesforce experience is a plus

Accommodations
If you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form.

Posting Statement
At Salesforce we believe that the business of business is to improve the state of our world. Each of us has a responsibility to drive Equality in our communities and workplaces. We are committed to creating a workforce that reflects society through inclusive programs and initiatives such as equal pay, employee resource groups, inclusive benefits, and more. Learn more about Equality at www.equality.com and explore our company benefits at www.salesforcebenefits.com.

Salesforce is an Equal Employment Opportunity and Affirmative Action Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. Salesforce does not accept unsolicited headhunter and agency resumes. Salesforce will not pay any third-party agency or company that does not have a signed agreement with Salesforce.

Salesforce welcomes all.