AR BILLING TRAINER

eClerx; Muntinlupa; On-site; PHP 350,000 - 750,000; Full time

Job summary

eClerx in the Philippines is looking for an experienced Training & Process Documentation Specialist – Billing (SME) to lead training initiatives, document processes, and manage knowledge for billing operations.

You will develop SOPs, MOPs, operation manuals, job aids, and quick guides; deliver engaging training across classroom, virtual, and hybrid settings; and partner with Operations, Finance, QA, and client teams to drive continuous improvement.

Qualifications

• 3–5 years of experience in Billing, Accounts Receivable, or Finance Operations.
• 1–2 years of training, coaching, or SME experience preferred.
• Strong knowledge of end-to-end billing processes and reconciliation.
• Experience with ERP systems and/or third-party billing portals preferred.
• Intermediate to Advanced Microsoft Excel skills.
• Strong communication, presentation, and documentation abilities.
• Detail-oriented with high accuracy.

Responsibilities

• Conduct onboarding, refresher, cross-skilling, and upskilling training for Billing/AR teams.
• Deliver training on end-to-end billing processes including invoice generation and reconciliation.
• Develop and maintain SOPs, MOPs, Operations Manuals, Job Aids, and Quick Reference Guides.
• Create training decks, facilitator guides, exercises, and knowledge assessments.
• Facilitate classroom, virtual, and hybrid training sessions.
• Identify knowledge gaps and recommend training interventions.
• Collaborate with Operations, Quality, Finance, and Client teams to validate content.
• Support process transitions, client launches, and audits.
• Update training materials based on process changes and QA findings.
• Track attendance, completion, and effectiveness.

Skills

Billing/AR experience

Training/SME experience

Excel

Communication & facilitation

Problem-solving

Education

Bachelor's degree in Accounting, Finance, Business, or related field

Tools

ERP systems

Billing portals

Job description

We are looking for a Training & Process Documentation Specialist – Billing (SME) to lead training, process documentation, and knowledge management initiatives for billing operations. This role will help ensure process accuracy, standardization, and employee readiness through effective training programs, clear documentation, and continuous improvement.

Key Responsibilities

• Conduct onboarding, refresher, cross-skilling, and upskilling training for Billing/AR teams.
• Deliver training on end-to-end billing processes, including invoice generation, submission, reconciliation, and customer-specific requirements.
• Develop and maintain SOPs, MOPs, Operations Manuals, Job Aids, and Quick Reference Guides.
• Create training decks, facilitator guides, exercises, and knowledge assessments.
• Facilitate classroom, virtual, and hybrid training sessions.
• Identify knowledge and performance gaps and recommend appropriate training interventions.
• Collaborate with Operations, Quality, SMEs, Finance, Collections, Customer Service, and Client teams to validate process content.
• Support process transitions, new client launches, operational readiness, QA initiatives, and audits.
• Update training materials and documentation based on process changes, QA findings, and audit results.
• Track training attendance, completion, certification, and effectiveness.
• Support process standardization and continuous improvement initiatives.

Qualifications

• 3–5 years of experience in Billing, Accounts Receivable, or Finance Operations.
• 1–2 years of training, coaching, mentoring, or SME experience preferred.
• Strong knowledge of end-to-end billing processes and reconciliation.
• Experience with ERP systems and/or third-party billing portals preferred.
• Intermediate to Advanced Microsoft Excel skills.
• Strong communication, presentation, facilitation, and documentation skills.
• Excellent analytical, problem-solving, and organizational abilities.
• Ability to simplify complex processes into clear, structured training materials.
• Strong attention to detail and accuracy.
• Bachelor’s degree in Accounting, Finance, Business, or a related field preferred.