OTC Manager-US SHIFT-North Gate -Yelahanka(Bangalore)

Winfort; Bengaluru; Vor Ort; INR 850.000 - 1.400.000; Vollzeit

Zusammenfassung

Winfort in Bengaluru is seeking an experienced O2C specialist to own day-to-day billing, invoicing, and collections, leveraging Salesforce notifications and Workday for project setup and reconciliations.

The role requires 5+ years in O2C/AR, strong English communication, and proficiency in Workday and MS Excel. The candidate must work in US shift: 6:00 p.m. to 3:15 a.m. IST.

Qualifikationen

• 5+ years of O2C/Accounts Receivable experience, primarily in collections; exposure to cash application and billing preferred.
• Strong English communication and customer-facing skills.
• Working knowledge of Workday and MS Office.
• Ability to prioritize multiple accounts and meet deadlines.

Aufgaben

• Act as SME for day-to-day OTC operations including billing and invoicing, billing support, credit collections support, customer queries, and reconciliations.
• Manage billable transactions, create, finalize & send the invoice.
• Follow up on overdue invoices via calls and emails; review aging and execute collection actions in line with strategy.
• Investigate payment delays, deductions, and disputes; coordinate with Billing, Sales, Cash Application, and customer teams to drive resolution.
• Obtain payment commitments, document collection notes, and follow up until balances are cleared.
• Maintain records in Workday and collection trackers; prepare aging, promise-to-pay, dispute, and collection-status reports.

Kenntnisse

O2C/A/R experience

Billing & invoicing

Collections

Workday ERP

Excel & MS Office

English communication

US night shift

Ausbildung

Bachelor's degree in commerce

Master's degree in finance/accounting

MBA

Tools

Workday ERP

Jobbeschreibung

• Act as SME for day‑to‑day OTC operations Billing and Invoicing, billing support, credit collections support, customer queries, and reconciliations/Workday project setup from Salesforce notifications, contract upload, billing schedule creation, document attachment, amendment processing
• • Manage billable transactions, create, finalize & send the invoice
• • Manage assigned customer accounts and follow up proactively on overdue invoices through calls and emails
• • Review aging reports, prioritize high-value and high-risk accounts, and execute collection actions in line with the collection strategy.
• • Investigate payment delays, short payments, deductions, and disputes; coordinate with Billing, Sales, Cash Application, and customer teams to drive resolution.
• • Obtain payment commitments, document collection notes, and follow up until outstanding balances are cleared.
• • Support cash application by sharing remittance details and resolving unidentified or unapplied receipts.
• • Reconcile customer accounts, statements, invoices, credit notes, and receipts; respond promptly to customer queries.
• • Maintain accurate records in Workday and collection trackers; prepare aging, promise-to-pay, dispute, and collection-status reports.
• • Meet collection targets and agreed SLA/TAT, quality, compliance, and productivity standards.
• • Follow SOPs, Escalation process and internal controls while maintaining professional customer relationships and clear documentation.

• Bachelor's or masters degree in commerce, Accounting, Finance, or an MBA.
• More than 5 years of relevant O2C/Accounts Receivable experience, primarily in collections; exposure to cash application and billing is preferred.
• Strong understanding of customer aging, collection follow-up, account reconciliation, dispute management, payment allocation, and credit-risk escalation.
• Working knowledge of Workday ERP/financial application; proficiency in Microsoft Excel and other MS Office tools.
• Strong written and spoken English, Voice call experience; customer-facing communication, negotiation, stakeholder management, and problem-solving skills.
• Ability to prioritize multiple accounts, meet deadlines, work collaboratively across teams, and maintain accuracy under pressure.
• Mandatory to work in US shift: 6:00 p.m. to 3:15 a.m. IST.