• Monitor, track, and manage aging customer accounts to ensure timely resolution • Creative problem solving that provides Palmetto with access to project’s PTO status (not submitted, submitted, etc) • Analyze aging reports and identify trends or discrepancies • Work cross-functionally with accounting, finance, relationship management, sales, and customer success teams to address overdue accounts • Develop and implement strategies to reduce outstanding timelines • Prepare regular reports and updates for senior management on pipeline status • Drive recommendations on partner offboarding and sales shutoff for problem partners • Serve as the primary point of contact for partner accounting inquiries, ensuring timely and accurate responses • Investigate and resolve discrepancies related to invoices, payments, and account reconciliations • Assist partners with understanding financial statements, billing issues, and payment processes • Collaborate with internal teams to enhance partner experience and optimize financial workflows through process recommendations • Maintain accurate documentation of partner interactions and resolutions