Collections Intern

Jeeves is seeking a Collections Intern in São Paulo, Brazil, for a hybrid full-time role. The intern will support the Finance team with payment processing, invoicing, customer inquiries, reconciliation, and collections support. This role is crucial for maintaining accurate customer accounts and ensuring smooth cash flow processes. Proficiency in Excel and strong organizational and communication skills are essential.

Must Have

• Process and apply payments, following up on unapplied payments.
• Assist with generating and sending invoices.
• Handle customer inquiries and disputes regarding billing.
• Perform reconciliation tasks, matching bank statements with payments.
• Support initial collections stages, sending reminders and documenting communication.
• Organize and maintain financial records.
• Proficiency in Microsoft Excel (VLOOKUP, SUMIF, pivot tables).
• Spanish fluency.
• English fluency.
• Strong attention to detail.
• Effective time management.
• Excellent organizational skills.
• Professional customer service.
• Clear verbal and written communication.

Good to Have

• Portuguese fluency

A groundbreaking financial operating system built for global businesses that provides corporate cards, cross-border payments, and spend management software within one unified platform. The company operates across 20+ countries including Brazil, Canada, Colombia, Mexico, the United Kingdom, across Europe, and the United States, and serves over 5,000 clients ranging from venture-backed startups to SMBs around the world. With a mission to empower businesses with more efficient and cost-effective financial solutions worldwide, the company combines cutting-edge financial technology with exceptional team expertise to transform the business financial landscape. The company has been recognized as one of The Information's 50 Most Promising Startups in 2023, as well as a Y Combinator Top Company 2021-2023 and won “Fintech of the Year" at the European Fintech Awards.

Since graduating from Y Combinator in 2020, the company has successfully raised over $380 million and is backed by top world-class investors including Andreessen Horowitz, Y Combinator, CRV, Tencent, Stanford University, Clocktower Ventures, and founders of more than 15 unicorns including David Velez (Nubank), Carlos Garcia (Kavak) and Sebastián Mejía (Rappi).

This role is a full-time position where it is required to come into our office at complexo JK Iguatemi (2-3 days/week). #LI-Hybrid

Job Responsibilities:

• Payment Processing and Application: Working with the Finance team to guarantee that all payments that are not applied automatically are having a ticket raised and followed up till payment is applied. This task is crucial for keeping customer accounts up-to-date and providing a clear picture of outstanding debt.
• Invoicing and Billing: Interns often assist with generating and sending out invoices to customers.
• Customer Inquiries/Disputes: They serve as an important point of contact for our team in any inquiries/disputes. An intern might handle a variety of inquiries, such as requests for invoice copies, payment confirmations, or explanations of billing discrepancies.
• Reconciliation and Data Entry: Working with the Finance team, Interns perform crucial reconciliation tasks. This includes matching bank statements with recorded payments to identify and resolve any discrepancies.
• Collections Support: While not typically handling complex collections, an intern can assist with the initial stages. This may involve sending out payment reminders, making follow-up calls on overdue invoices, and documenting communication with customers.
• Filing and Documentation: Interns help with clerical duties such as organizing and maintaining financial records, both physical and digital. This ensures that documentation for invoices, payments, and communications is readily available for audits and internal reviews.

Skills required:

• Microsoft Excel: Proficiency in Excel is non-negotiable. Interns will use it for data entry, creating spreadsheets to track payments and outstanding balances, and performing reconciliations. Skills like using formulas (e.g., VLOOKUP, SUMIF) and creating pivot tables are particularly valuable.
• Languages: Spanish and English fluency required, Portuguese fluency a plus

Organizational and Detail-Oriented Skills:

• Attention to Detail: AR work is all about accuracy. An intern must have a sharp eye for detail to ensure that payments are applied to the correct invoices, that amounts are correct, and that all data is entered without errors. Small mistakes can lead to major headaches down the line.
• Time Management: The AR team often works on a strict schedule, especially during month-end closing procedures. An intern must be able to manage a high volume of transactions, prioritize tasks, and meet deadlines effectively to keep the cash flow process running smoothly.
• Organizational Skills: Interns handle a lot of paperwork and digital files, including invoices, payment receipts, and communications with customers. Strong organizational skills are crucial for maintaining accurate records and ensuring that documents can be easily found for audits or reviews.

Communication and Interpersonal Skills:

• Customer Service: The AR team is often the primary point of contact for customer billing inquiries. An intern needs to be professional, patient, and clear when communicating with customers about payments, disputes, or requests for information. A polite and friendly demeanor can help maintain positive relationships even when discussing a past-due account.
• Verbal and Written Communication: Clear communication is vital for interacting with both customers and internal team members. An intern must be able to write professional emails to follow up on invoices and speak confidently on the phone to resolve payment discrepancies.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.