Collection Operation Specialist

Who We Are

Motive is on a mission to modernize the trucking industry. With our leading fleet management platform, we bring trucks online and fundamentally transform how freight moves across roads globally. Our team sees the tangible impact of our work every day, believing that intelligence is most powerful when paired with humility.

About the Role

As a Collections Operations Specialist, you will play a vital role in ensuring our financial health through timely, accurate payment collection, robust customer communication, and meticulous operational process management. You'll handle direct customer inquiries, process various payment types, resolve complex operational and customer cases, and strictly follow established Service Level Agreements (SLAs). This role demands an exceptional attention to detail and an ability to collaborate cross-functionally while supporting Motive's mission and values.

What You'll Do

• Accurately process and apply incoming payments (checks, wires, ACH) to the rightful customer accounts for multiple currencies (USD, CAD, MXN), using daily cash sheets and reports from bank portals.
• Perform daily reconciliation of payment batches and thoroughly investigate any discrepancies to maintain accuracy.
• Ensure successful payment cases across Term Collections, Vendor Finance, Fuel Card Partners, and Credit Collections are processed efficiently and accurately.
• Generate cases for rebates related to vendor finance cash applications.
• Analyze credit card payment trends, identify common reasons for declines, and provide actionable recommendations to enhance payment success.
• Create Salesforce cases for accounts where invoices remain unpaid, and assist in troubleshooting and resolving payment processing errors.
• Professionally handle escalated customer issues and complex payment disputes, working collaboratively with customer service, finance, and legal teams to achieve swift and correct resolution.
• Manage and resolve a wide range of operational collections cases, including refund requests, chargebacks, payment plan adjustments, account closures, bulk invoices, invoice breakdowns, split/defer payments, updating Bill-to contacts, clearing invoices for opportunity closure, hardware returns, account reactivations, W-9 form requests, and third-party collections queries.
• Securely and accurately process customer updates to credit card and ACH payment information while ensuring compliance with privacy and data security standards.
• Proactively identify and reach out to customers regarding initial payment failures, provide clear guidance on resolution steps, and facilitate updates to payment information.
• Communicate delays in processing requests, setting clear expectations.