Collections Specialist

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

📋 Description

• Take ownership of the AR Aging for your designated accounts.

• Handle inbound and daily outbound collection calls and communications with clients.

• Act as the primary contact for clients regarding billing inquiries, account status, and payment-related questions.

• Foster and sustain professional, collaborative relationships with clients to promote open communication and timely resolution of account issues.

• Meet established performance metrics related to client outreach activities, including the volume of calls and communications.

• Enhance AR aging and reduce past due balances through effective collection strategies and issue resolution efforts.

• Collaborate across departments to address customer disputes.

• Assist with payment reconciliation, including follow-ups on unapplied cash, discrepancies, and failed payments.

• Guide clients in using our customer billing portal, including payment processing, autopay setup, and resolving associated questions or issues.

• Identify root causes and suggest continuous improvements for AR and collections processes.

• Negotiate payment plans when necessary.

• Prioritize proactive communication with customers to reduce losses from bad debt.

• Exhibit strong customer service skills while addressing customer complaints and facilitating issue resolution.

• Inform management of any identified financial risks.

• Recommend placing customers on credit hold.

• Suggest write-offs for bad debt.

• Assist in cash flow forecasting.

• Stay updated on relevant laws, regulations, and compliance standards.

• Adhere to deadlines set by management.

• Keep accurate and comprehensive account notes and logs of collection activities.

• Maintain records for auditing purposes.

• Contribute to annual audits.

• Participate in additional projects and reporting as required.

⛳️ Requirements

• Bachelor's Degree is preferred.

• A minimum of 5 years of experience in cash applications and collections is required.

• Proficiency in Microsoft Office applications is required.

• Intermediate to proficient skills in Excel are required.

• Experience with NetSuite is a plus.

• Familiarity with ConnectWise Manage is a plus.

• Knowledge of Stripe is a plus.

• Strong verbal and written communication skills, along with excellent interpersonal skills, are required.

• Proven ability to prioritize tasks and manage multiple projects simultaneously.

• Strong attention to detail.

• Ability to maintain strict confidentiality regarding sensitive client and company information.

• Capability to work independently.

🏝️ Benefits

• Comprehensive health and wellness programs.

• Opportunities for professional development and growth.

• Flexible work hours and potential for remote work.

• Supportive and collaborative work environment.