Credit & Collections Analyst
Salesforce · Posted Oct 22
Customer relationship management, cloud computing, enterprise software, and artificial intelligence solutions
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About the role
Salesforce is the #1 AI CRM company, and its collections team is responsible for converting the accounts receivable portfolio into cash to support cash flow and fund operating expenses as well as research and development. This role manages an assigned Enterprise portfolio while supporting specialty collections tied to M&A, AWS, Tableau, MuleSoft, and other areas. The analyst also resolves billing disputes, evaluates account solvency, negotiates payment plans, and contributes to process improvement projects.
What you will do
- Manage an assigned Enterprise portfolio, balancing standard collection efforts and process improvement initiatives with support for M&A, AWS, Tableau, Mulesoft, and other specialty collections.
- Evaluate account solvency and customer willingness to pay, facilitate payments by providing required documentation (e.g., invoices, payment instructions), and negotiate payment plans for distressed accounts per the established approval matrix.
- Resolve billing disputes with Sales Operations, Sales teams, and other internal stakeholders; escalate significant payment issues to Collections and Sales management; and partner with Credit Analysts on financially distressed accounts.
- Perform collection activities in line with Salesforce’s policies and processes, including executing account suspensions on delinquent accounts, providing suspended account details to the Write-Off and Bad Debt team, and contributing to process improvement projects as assigned.
Skills used in this role
What the employer is looking for
- Degree or equivalent relevant experience required. Experience will be evaluated based on the Values & Behaviors for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.).
- Minimum of 1 year of credit collections experience in a high-growth environment (or equivalent), including experience contributing to process improvement initiatives and/or project management.
- Strong organizational and customer relationship skills to manage high transaction volumes and a variety of customer interactions.
- Demonstrated initiative and curiosity, including actively experimenting with AI tools; ability to thrive in a team, work independently, manage competing priorities, and deliver accurate results on deadline in a fast-paced, high-growth environment.
Benefits and support
- incentive compensation
- equity
- time off programs
- medical
- dental
- vision
- mental health support
- paid parental leave
- life and disability insurance
- 401(k)
- employee stock purchasing program
About Salesforce
Salesforce, Inc. is a leading global cloud-based enterprise software company specializing in customer relationship management (CRM) and artificial intelligence solutions. Through its integrated Customer 360 platform, the company provides applications for sales, customer service, marketing automation, e-commerce, and analytics. Powered by innovations like Agentforce, Salesforce helps businesses bridge human capability with autonomous AI agents to drive customer success.
- Industry
- Cloud Computing
- Company size
- 87000+ employees
- Founded
- 1999
- Location
- San Francisco, California, USA
- Funding stage
- Public Company
Funding
Public Company · $25B raised
- 2026-03Post-IPO Debt$25B
- 2003-01Venture Round$1M
- 2001-06Series D$46.9M
- 1999-11Series C$13.2M
- 1999-06Series B$3.8M
Leadership
Chair, Chief Executive Officer & Co-Founder
President & Chief Operating and Financial Officer
Co-Founder & Chief Technology Officer, Slack
President & Chief Strategy Officer
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