B2B Credit Coaching & Consulting
The credit function you already have, operating like the rest of the business.
You walk into the cash meeting with the same number you walked in with last quarter. The process is fine. The software is fine. The cause is sitting somewhere else.
Why organizations call me
You may be dealing with one of these.
Cash flow pressure.
Cash is tight, and every week feels like an emergency.
Growing receivables.
Receivables keep climbing, and the past-due list climbs with them.
An underused Billtrust investment.
You bought Billtrust, and your team uses only part of what it does.
Credit and sales friction.
Credit and sales keep butting heads over approvals and holds.
Leadership transition.
Your credit leader is new or leaving, and the function has to hold through the change.
Team performance.
Your credit team works hard, and the numbers still do not match the effort.
How I help
I develop the function you already have. I do not outsource your credit function, and I do not sell you software.
Develop the function. Don't replace it.
Strategic Credit Leadership
I coach credit leaders and their teams to take the lead with sales and customers. We start with how the team shows up today and what changes when it shows up differently.
Billtrust Implementation and Use
I have implemented Billtrust and worked on getting the most from it. In my experience, software works the way the team works, so if you already own Billtrust, I start with the team and then the system.
Process and Performance
In my experience, poor decisions get made when an account is opened, and credit is left as the clean-up crew. I work on the process behind those decisions: how accounts are opened, approved, escalated and collected, and how credit and sales decide together.
The Credit Leadership Framework
Every engagement works on three relationships: credit and sales, credit and customers, and the credit professional's relationship with her own work. I work in four steps.
- 01
Assess.
Understand what is driving performance. If the work is not a fit, I will say so.
- 02
Develop.
Coach the leaders, strengthen the processes, and get full use from your technology.
- 03
Align.
Strengthen the relationships between credit, sales and leadership, so credit and sales work as one team.
- 04
Sustain.
Set up measurable improvements that last past the end of the engagement.
Why Janet
- 25+ years of B2B credit leadership
- KPI results delivered from inside the function
- Oversight of a $70M portfolio
- Billtrust implementation, and getting full use from it
- Adviser to finance and sales leadership
About Janet
Early in my career, a customer told me they would start paying again because the person before me was gone. That person was the reason they had stopped.
That moment taught me what I have spent 25 years confirming.
Data is a result of the relationships.
I have led B2B credit in electrical distribution, most recently as Director of Financial Services. Today I coach credit leaders and their teams to work with sales and customers as one team.
Start with what you are seeing.
Email me what is happening in your credit function and where credit and sales stand today. If I am not the right fit, I will say so.
Email Janet