Collections and AR Specialist

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Manage a portfolio of aged commercial accounts from initial investigation to confirmed resolution.

• Handle daily queues of calls, emails, voicemails, and payment reminders.

• Investigate instances of nonpayment by reviewing invoice histories, payment records, account notes, and previous communications.

• Research alternative Accounts Payable contacts, billing departments, and decision-makers.

• Secure payment commitments, follow up on missed promises, and negotiate within set approval limits.

• Address challenging accounts, disputed invoices, and conflicting records.

• Prepare documentation for referrals to third-party collections.

• Maintain precise Salesforce notes regarding commitments, contacts, deadlines, and next steps.

• Respond to Finance and collections inquiries in both English and Spanish.

• Clarify balances, invoices, billing queries, and payment options.

• Verify recipients and account information before disclosing financial details.

• Return voicemails and emails while documenting conversations.

• Take ownership of disputes, payment issues, suspensions, and cancellations until verified resolution.

• Collaborate with Sales, Customer Service, Customer Success, and Finance to eliminate payment obstacles.

• Escalate issues with suggested next steps and maintain ownership until resolution or formal transfer occurs.

• Prepare, verify, and send invoices ensuring accurate customer data and payment terms.

• Apply payments, investigate unapplied payments and invoice discrepancies, and assist with approved adjustments.

• Establish and manage payment plans.

• Review daily AR, aging, payment-plan, and suspended-account reports, flagging exceptions and documenting follow-up.

⛳️ Requirements

• Demonstrated experience in commercial (B2B) collections, including account investigations, researching alternate contacts, payment follow-ups, and resolving disputes.

• Experience in collecting from US businesses is highly advantageous.

• Proficient in spoken and written English and Spanish, with live assessment required.

• Practical experience with invoices, payments, balances, billing disputes, and confidential customer financial data.

• Excellent active listening, customer service, and diplomatic negotiation abilities.

• Resourcefulness and persistence in identifying root causes and outlining next steps.

• Ability to manage competing deadlines, document information accurately, and follow instructions with minimal reminders.

• Demonstrated ownership through verified resolution and sound judgment regarding escalation.

• Availability during US business hours.

• Dependable phone and internet connection.

• A quiet, professional environment for live calls.

• Training will be provided for client-specific systems and processes.

• Experience with Salesforce, Sage Intacct, or Stripe is a plus.

• Familiarity with subscription or service-based invoicing is desirable.

• Experience with payment plans and AR reconciliation is advantageous.

• Familiarity with third-party collection referrals is beneficial.

🏝️ Benefits

• Engaging, inclusive, and innovative culture that appreciates unique contributions and encourages professional development.

• Daily opportunities for learning, innovation, and excellence.

• Opportunities for career advancement and access to resources.

• High-energy, dynamic work environment.

• Flexibility to work from home or any location of your choice.

• Work-life balance without the stress of commuting.