Process Lead - India

Ascensus; Hyderabad; On-site; INR 5,780,000 - 8,671,000; Full time

Benefits offered by this job

Collaborative culture

Tuition reimbursement

Paid time off

Medical benefits

Dental & vision

HSA contribution

401(k) match

Volunteer programs

Casual dress

Job summary

Ascensus in Hyderabad, India, seeks a detail‑oriented professional to oversee the accounts receivable quality process, monitor turnaround times and key metrics, and identify improvement opportunities within the HRO benefits domain, with preferred USA region experience.

The role requires strong Excel and Word skills, data integrity focus, and the ability to coordinate with supervisors and teams to prevent escalations while delivering accurate customer data and compliant processes.

Qualifications

• Graduate/PG in Finance/Accounting with strong numerical abilities.
• Experience with US retirement/benefits domain preferred.
• Strong data integrity and security awareness.

Responsibilities

• Handle Quality check as per the checklist and ensure high accuracy.
• Maintain bookkeeping databases and spreadsheets and update information as needed.
• Research and obtain further information for incomplete documents.
• Review data for deficiencies or errors, correct any incompatibilities if possible and check output.
• Collect data in databases and maintain accurate records.
• Possess data entry skills, like fast typing with detail and spreadsheets knowledge.
• Generate reports, store completed work and perform backups.
• Keep information confidential and respond to queries.
• Comply with data integrity and security policies.
• Ensure proper use of office equipment and address malfunctions.
• Create and maintain documents/procedures as needed.
• Handle calls from customers and provide solutions.
• Discuss every matter with supervisor to resolve issues.
• Provide clear resolutions to customers; avoid escalations.
• Set goals and work toward them to maintain quality while serving customers.
• Work with stakeholders to implement smooth transitions.
• Perform other duties as assigned by management.
• Protect confidential data and prevent unauthorized disclosure.

Skills

Excel proficiency

Data entry accuracy

Analytical skills

Problem solving

Self-learner

Verbal & written communication

Attention to detail

Adaptability to shifts

Education

Graduate / Postgraduate in Finance/Accounting

Tools

Microsoft Excel

Microsoft Word

Access

Job description

Section 1: Position Summary

This role is mainly responsible for overseeing the entire process, including monitoring quality, turnaround time, and key metrics. Additionally, it involves identifying opportunities and conducting quality checks for the accounts receivable process within the HRO benefits domain, preferably experience with USA region.

Section 2: Job Functions, Essential Duties and Responsibilities

• Handle Quality check as per the checklist and ensuring high accuracy.
• Maintaining bookkeeping databases and spreadsheets and updating information as needed.
• Research and obtain further information for incomplete documents.
• Review data for deficiencies or errors, correct any incompatibilities if possible and check output.
• Collecting and entering data in databases and maintaining accurate records of valuable company information.
• Possess data entry skills, like fast typing with an eye for detail and familiarity with spreadsheets and online forms.
• Generate reports, store completed work in designated locations and perform backup operations.
• Keep information confidential.
• Respond to queries for information and access relevant files.
• Comply with data integrity and security policies.
• Ensure proper use of office equipment and address any malfunctions.
• Create and maintain documents/procedures as needed to meet the process requirements.
• Handle calls from customers or clients and provide them with a solution to their queries.
• Must discuss every matter with its supervisor or team leader to get any issue sorted.
• Giving a resolution to the customers or clients should be the whole and sole responsibility.
• Must efficiently set goals and work on, so as to avoid any escalations and maintain the relevancy and quality while providing service to the customers.
• Work with stakeholders to develop and implement a smooth and efficient transition plan.
• Perform other duties and special projects as assigned by management.
• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
• At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always. They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day.

Supervision NA

Section 3: Experience, Skills, Knowledge Requirements

• Graduate / Postgraduate in Finance/Accounting background.
• Proven track record of working effectively in flexible work environment in a result-oriented approach.
• Accomplished in developing and recommending strategic plans and actions.
• Strong performance management background with demonstrated experience in quantitative and qualitative evaluation methods, e.g., benchmarking.
• Strong understanding of Microsoft Excel and Word Experience of 8+ years in Finance and Accounting operations domain (including at least 1 year of team leadership experience.)
• Strong written and verbal communication skills and Good Problem solving and analytical skills.
• Should be a Self-Learner.
• Strong PC skills specifically with Excel.
• Access skills are a definite plus.
• Flexibility in work culture (She/he should be flexible in Day/Mid/Night shift based on business requirement).
• Experience in the US retirement/benefits domain is preferred.
• Strong problem-solving skills, along with an ability to quickly comprehend and analyze data.
• For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in place during business hours.
• Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider.
• Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.
• We are proud to be an Equal Opportunity Employer.
• Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
• Ascensus helps millions of people save for a better future.

Benefits and Perks

• Collaborative, idea-sharing environment
• Professional Development with in-house training and tuition reimbursement
• Generous reward programs
• Paid time off
• Medical, dental & vision benefits
• Health Savings Account with employer contribution up to $1,100
• 401(k) & 529 college savings match programs
• Volunteer and charitable-giving programs
• Business casual dress