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The Credit Coordinator will evaluate customer credit health, perform credit application reviews, monitor credit limits, and collaborate with departments on credit approval communications and adjustments.
WHO WE ARE
At Basis Technologies, we empower agencies and brands with cutting-edge software that automates digital media operations. Our all-in-one platform supports seamless planning, reporting, and financial reconciliation across direct, programmatic, search, and social media.
We’re not just building advanced technology; we’re also building a culture where passionate, motivated individuals come together to drive meaningful change. Our commitment to inclusivity and growth ensures our employees thrive both professionally and personally.
With our headquarters in Chicago, we offer flexible work options across the U.S. and Canada, including remote, hybrid, or on-site at headquarters.
ABOUT THE TEAM
Basis' Finance team employs our product, Basis, to invoice, reconcile, and recognize revenue—all from one platform. Their use case is a prime example of how dynamic, robust, and transformative Basis truly is. This passionate and highly efficient team embodies Raving Fan service with their customers and colleagues by striving for excellence and accuracy in everything they do.
You will report to the Dir, Credit & Operations and support the department by evaluating customer credit health to minimize bad debt exposure. You will perform credit application review and approval, review credit increase requests, monitor existing credit limits for active customers and work under the guidelines of our credit insurance policy.
WAYS YOU'LL CONTRIBUTE
- Performing all new customer credit checks within the designated threshold and tracking contract information for account setup
- Reviewing and compiling client credit risk data by using third-party credit reporting services, client-provided credit references, and publicly-available information to make credit limit decisions, escalating findings to senior team members as needed
- Gathering and organizing documentation for high-dollar credit limits, extended terms requests, and credit reviews for limits outside of the insurance coverage threshold to share this information with the appropriate approver for decision-making
- Preparing professional, thoughtful and persuasive email communication for Sales and other departments regarding credit approvals, denials, and requests for more information
- Entering new customer account information in NetSuite and initial funding transactions for new customer credit lines with a focus on accuracy and timeliness
- Requesting credit coverage through the credit insurer’s platform and making credit insurance updates to NetSuite
- Reviewing existing credit limits and making proactive credit adjustments as needed
- Collaborating cross-functionally on any updates or impacts to AR processes or systems and working directly with the Collections team to evaluate risk for past due accounts
WHAT YOU BRING TO THE TABLE
- 1-2 years experience in a Finance role
- Strong analytical and decision-making skills
- Ability to prioritize multiple tasks that have different scopes
- Comfortable with working independently while meeting all deadlines and goals
- Proficient in Microsoft Excel, Word, PowerPoint and Outlook
- Excellent written communication skills
BONUS POINTS
- Experience in the digital advertising industry
- Business degree
- NetSuite experience
- Experience with third-party credit reporting services such as Dun and Bradstreet, Experian, Credit Risk Monitor, Moody’s etc.
ANYTHING ELSE?
Don’t have every skill listed? No problem! We know experience can be built in many ways. If you have relevant skills that aren't reflected in your resume, we encourage you to share them in an optional cover letter.
LIFE WITH BASIS TECHNOLOGIES
We’re committed to our people’s growth and well-being because our success is tied to theirs. That’s why we’ve earned recognition as a top workplace, including: Ad Age, #1 Best Places to Work 2025, WorkLife's #1 Most Committed to Work Life Balance, and the Chicago Tribune's Top Workplaces in Chicago.
We offer competitive perks, including a flexible work week, 401k/RRSP matching, mental health support, paid sabbaticals, generous parental leave, flexible work options, and more.
Basis is proud to be an equal-opportunity employer. We celebrate all team members regardless of gender identity, sexual orientation, race or cultural background, religion, disability, age, and beyond.
If you need assistance with interview accessibility, please contact [email protected]. Your privacy is important to us, view our policy here.
Top Skills
Excel
Microsoft Outlook
Microsoft Powerpoint
Microsoft Word
NetSuite
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