Collections Specialist

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

📋 Description

• Perform outreach to business clients regarding overdue invoices through phone calls, emails, and written correspondence.

• Analyze account histories, contracts, purchase orders, and billing documents to formulate suitable collection strategies.

• Negotiate payment agreements, structured payment plans, and resolution of outstanding debts in compliance with company policies.

• Investigate and resolve short payments, disputed invoices, unapplied payments, and payment delays.

• Keep comprehensive and accurate records of customer interactions and collection efforts.

• Review aging reports and prioritize follow-up actions on outstanding balances.

• Work in collaboration with Billing, Customer Support, Sales, and Finance teams to address discrepancies and customer issues.

• Update and maintain customer account information across NetSuite, Salesforce, and customer-managed billing portals.

• Check platforms like Ariba, Coupa, and other supplier management systems for invoice status, payment confirmations, disputes, and document submissions.

• Liaise with accounts payable teams and key customer contacts.

• Provide account details, payment histories, and invoice documentation to assist in payment processes.

• Escalate high-risk or unresponsive accounts to management for further action.

• Utilize NetSuite for daily accounts receivable operations.

• Employ Salesforce to access customer data, activity history, and account notes.

• Use Stripe to track subscription payments, address failed payments, and manage account lock/unlock requests.

• Leverage Microsoft Excel for data analysis, aging schedule management, report formatting, and account reconciliation.

• Contribute to process enhancements, SOP development, and workflow efficiencies.

⛳️ Requirements

• Minimum of 4 years in B2B collections, accounts receivable, or customer account management; 6+ years is preferred. (2 years may be considered if experience is gained at a collection agency).

• High school diploma or equivalent required; associate or bachelor’s degree is preferred.

• Excellent verbal and written communication abilities, with a professional demeanor in interactions with business clients.

• Proficient in Microsoft Office, particularly Excel (including sorting, filtering, formulas, data cleanup, and report manipulation).

• Strong focus on detail, accuracy, and thorough documentation.

• Capability to analyze invoices, statements, and payment histories to resolve discrepancies efficiently.

• Effective time management and organizational skills, with the ability to handle multiple accounts concurrently.

• Familiarity with NetSuite, Salesforce, and Stripe (or similar ERP, CRM, and subscription billing systems) is preferred but not mandatory; training will be provided.

🏝️ Benefits

• Complimentary lunch, fruits, snacks, and beverages (for onsite shifts).

• Access to an onsite gym with a complimentary professional instructor.

• Weekly fitness activities and an annual fitness challenge with prizes up to Php 70,000.

• Weekly engagement activities with prizes reaching up to Php 3,000.

• Free upskilling academy to enhance your skills and performance.

• State-of-the-art facilities, including restrooms and workstations.

• Amenities such as sleeping quarters, game areas, chat rooms, and shower facilities.