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Job Category
Finance
Job Details

ABOUT SALESFORCE

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we’re looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce’s core values at the heart of it all.
Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.

REQUIRED QUALIFICATIONS

• 3+ years of experience in accounts receivable, commercial (B2B) credit, accounting, finance, or credit and collections
• Degree or equivalent relevant experience required. Experience will be evaluated based on the core competencies for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)
• Ability to interpret financial reports from sources like D&B and Moody’s
• Strong analytical skills with a deep understanding of collections, credit, accounting, and finance principles
• Experience in assessing portfolio and customer risk
• Strong conflict management and negotiation skills
• Independent and critical thinker, able to make decisions autonomously
• Effective time management and the ability to work efficiently under pressure
• Ability to thrive in a fast-paced, dynamic environment while managing multiple tasks
• Excellent verbal and written communication skills, with the ability to engage at all management levels
• Salesforce experience is a plus
  Unleash Your Potential
  When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best , and our AI agents accelerate your impact so you can do your best . Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.
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  Posting Statement
  Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.
  In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Salesforce will consider for employment qualified applicants with arrest and conviction records.
  For California-based roles, the base salary hiring range for this position is $88,800 to $122,100.

OVERVIEW OF THE ROLE

The Global Credit Lead 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 stay calm under pressure, assess situations objectively, and make sound decisions, especially in high-stakes environments. A working knowledge of SOX controls and the importance of safeguarding financial data is essential. The position also involves managing global accounts, with a primary focus on the APAC and EMEA regions. Extended hours are expected
during the final days of each month, particularly at quarter-end, with occasional weekend work depending on the calendar.

RESPONSIBILITIES

• Lead and mentor a team of credit analysts, providing guidance and support to ensure high performance and professional growth
• Conduct regular training sessions for sales and finance teams on credit policies, risk assessment, and best practices.
• Establish and maintain strong relationships with key stakeholders to negotiate credit terms and resolve disputes effectively.
• Prepare and present detailed credit risk reports to senior management, highlighting key metrics and areas of concern.
• Drive continuous improvement initiatives to streamline credit processes and enhance efficiency.
• Participate in cross-functional projects and initiatives to support overall business objectives and improve financial performance.
• Manage Credit Quote and Case queues
• Handle Payment Terms and Billing Frequency requests
• Oversee Prebill days and Payment Method changes
• Address Payment Plan requests
• Monitor and manage Credit Rating updates
• Perform ad-hoc tasks as needed
• Use data and analytics to understand credit risks and develop proactive strategies
• Collaborate with account teams to set appropriate credit terms
• 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
• Ensure compliance with collection activities and facilitate resolution of related issues