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Transaction Services Specialist, Disputes & Collections - FTC en Pipedrive

Pipedrive · Portugal, · Hybrid

CRM

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Description

We believe it takes great people to create a great product. That’s why our team lives our company values, and we hire based on them, too. Since 2010, Pipedrive has been on a mission to support sales and marketing teams with easy-to-use, powerful tools that make everyday work faster and easier. Today, our cloud-based software is trusted by over 100,000 companies and used in 179 countries. We have grown from a five-person team to a truly international company of over 850+ people, representing more than 50 nationalities, with ten offices distributed across Europe and the US. In 2020, Pipedrive received a majority investment from Vista Equity Partners, a global investment firm that invests exclusively in enterprise software, data and technology-enabled businesses, making Pipedrive the fifth unicorn from Estonia.


We are looking for a Transaction Services Specialist - Disputes & Collections to manage the full lifecycle of customer disputes and collections, from initial inquiry through to resolution and payment. This role ensures timely, accurate investigation of disputed charges, proactive outreach for outstanding balances, and effective negotiation to recover overdue payments. Acting as a strategic link between our customer-facing, commercial, and Finance Operations teams, you will help maintain healthy accounts receivable and foster positive stakeholder relationships while providing the subject matter expertise needed to optimize our processes and procedures.

Your new adventure

  • Investigate and resolve customer invoice disputes and chargebacks in a timely and
  • accurate manner.
  • Manage collections activities for overdue accounts, including proactive communication
  • with customers and partners via various channels primarily email and occasionally
  • with google meet.
  • Support the preparation of regular reports on collections activities, outstanding
  • amounts and recovery rates.
  • Reconcile customer accounts, identify discrepancies and process or work with
  • transaction services colleagues to complete necessary transactional adjustments and
  • corrections.
  • Collaborate with internal teams (e.g. Sales, Customer Success, Legal, Support and
  • Engineering) to gather information and resolve complex disputes and collection cases.
  • Maintain accurate and detailed records of all dispute and collection activities
  • communications (including any payment plan agreements) within relevant applications
  • Act as a subject matter expert for disputes and collections lifecycle contributing to and
  • sometimes drafting process inputs and content.
  • Identify and recommend improvements to the collections process to enhance
  • efficiency and effectiveness.
  • Participate in cross-functional projects focused on optimizing accounts receivable
  • efficiency and enhancing customer and colleagues experiences with this process.
  • Actively supports, tests and provides feedback to new features, functionality and
  • releases impacting collections and dispute management

    • Does this sound like you?

  • This is a Fixed-Term Contract (FTC) position with a working schedule of 2:00 PM to 10:00 PM WET to ensure alignment with our global operations
  • 2 - 4 years of experience in a similar role and environment
  • High attention to detail and accuracy.
  • Strong problem-solving and an analytical approach and mindset in investigating disputes and
  • discrepancies
  • Strong collaboration and communication skills, particularly with internal commercial teams.
  • Process driven and a documentation-oriented approach to case management
  • Ability to manage occasional competing priorities and deadlines.
  • Familiarity with billing platforms, collections management workflows, order management systems,
  • and CRM tools.
  • Integrity, accountability, and customer-first thinking with an emphasis on respectful and effective
  • resolution.
  • Proficient written and spoken English

    • Why Pipedrive?

  • People-first culture - Be part of a team that values authenticity, champions collaboration, and supports each other—no egos, just teamwork. Work alongside top talent from around the world in an inclusive space where different perspectives fuel our best ideas. Everyone is welcome
  • Unlock potential – Push boundaries, take ownership, and experiment with the latest technologies as we enhance our AI First Vision. We empower bold ideas that drive real change
  • We’ve got you – Your well-being matters. Enjoy flexible hours, wellness perks, and SWAG. Think performance-based bonuses, 28 paid leave days, well-being days, compassionate leave, and even pawternal leave—because we take care of ourselves and our people
  • Grow with us – Whether through mentorship, coaching, or internal mobility, we invest in helping you unlock your potential. Open, honest feedback and clear communication are at our core. We grow together through trust and accountability
  • Packed with purpose – Help 100,000+ small and medium-sized businesses grow and succeed while doing meaningful, customer-driven work

    • Please note that for this role we’re currently unable to offer relocation assistance or visa sponsorship.

    Pipedrive is an equal opportunity employer. We encourage diversity in the workplace regardless of age, gender, race, religion, disability, sexual orientation, gender identity or veteran status.

    #LI-Hybrid #LI-VMUC

    Additional Information

    We’re on the lookout for a Transaction Services Specialist - Disputes & Collections to drive the end-to-end resolution of customer disputes and collections, ensuring a seamless journey from initial inquiry to final payment.

    If this is something for you, send us your resume (in English) or a link to your LinkedIn profile and please add why we should pay extra attention to your application.

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