Accounts Receivable Specialist

Sourcefit; Quezon City; On-site; PHP 279,000 - 502,000; Full time

Job summary

Sourcefit is seeking an entry-level Accounts Receivable Specialist to support invoicing, collections, and AR processes in a liaison role with APEX Group. This onsite position follows a Monday–Friday schedule and US Eastern Time hours, with Philippine holiday observance.

Growth opportunities are highlighted as the role expands across administrative, sales support, and operations tasks. You will handle client billing, data entry, onboarding, and collaboration with finance and client teams to

Qualifications

• Strong understanding of accounts receivable processes.
• Excellent customer service and communication skills.
• Ability to investigate account discrepancies and resolve issues.
• Attention to detail and accuracy in invoices and billing.

Responsibilities

• Develop knowledge of AR roles and responsibilities.
• Provide best-in-class service via phone, email, web chat, and in person.
• Ensure billing components are managed per policy and posted timely.
• Data entry of post-service information in CRM.
• Onboard new clients and verify billing requirements and payment data.
• Process client data, invoices, credit memos, and statements.
• Review, post, and distribute invoices per client requirements.
• Support sales, client experience, and finance teams as needed.
• Update teams on billing and payment status and audits.
• Manage client portal setups, service billing, and collections.

Skills

Accounts Receivable

Customer Service

Data Entry

Billing & Invoicing

CRM Software

Attention to Detail

Multitasking

Excel Proficiency

Tools

CRM Software

Microsoft Excel

Job description

Position Summary

This position is to deliver best-in-class customer service in accounts receivable management, invoicing, and collections. This role requires you to act as the liaison between the client and APEX Group. This includes, but is not limited to, managing administrative processes, sales support, operations support, and inside marketing opportunities. This is an entry-level role and has the opportunity for growth.

Job Details

• Onsite (BT)
• Monday-Friday, 9:00 AM-6:00 PM Eastern Time
• Follows selected Philippine holidays

Responsibilities

• Develop a working knowledge of all roles and responsibilities of Accounts Receivable Specialist
• Provide Best-In-Class customer service and support via phone, e-mail, web chat, and in person
• Ensure all components of the billing processes are managed and completed per company policy
• Data entry of post-service information in CRM software
• Onboard new clients, including set up and verification of billing requirements and payment information
• Process and manage client data, invoices, credit memos, and statements
• Own and manage the review, posting and distribution of client invoices per client billing requirements
• Provide Administrative support as needed for the sales, client experience, and finance teams
• Keep appropriate team members and leadership updated as needed on client billing and payment status
• Audit incoming and outgoing administrative paperwork for accuracy
• Manage 3rd party client portal account set up, service billing, and collections
• Update and track key scorecard items to help analyze the success of the business in their assigned area
• Update periodic reports as developed and directed
• Respond to and engage with client complaints and escalated issues to the necessary leadership
• Manage system data transfers between company-operated software and systems
• Audit and reconcile client billing and payment ledgers to ensure account is up to date
• Verify corresponding information and POs are accurate prior to submitting
• Attend and participate in regularly scheduled team and company meetings

Qualifications

• Strong understanding of accounts receivable processes.
• Excellent customer service and communication skills with the ability to interact professionally.
• Strong problem-solving and analytical skills with the ability to investigate account discrepancies and identify appropriate resolutions.
• Exceptional attention to detail and accuracy when reviewing accounts, invoices and billing requirements.
• Ability to manage multiple accounts, prioritize tasks, and meet deadlines in a fast-paced environment.
• Strong organizational and time management skills with the ability to maintain accurate records and follow up on outstanding balances.
• Strong spreadsheet skills and proficiency in Microsoft Office Suite, including Excel.
• Ability to analyze account information, identify trends, and support improvements in collection processes.
• Strong negotiation and conflict-resolution skills when addressing payment concerns and outstanding balances.
• Ability to work independently while maintaining strong collaboration and teamwork with cross-functional departments.
• Ability to adapt to changing processes, systems, and business needs while maintaining productivity and accuracy.