B2B Collections Specialist - EXL Alabang

EXL Service Philippines, Inc.; Muntinlupa; On-site; PHP 335,000 - 469,000; Full time

Job summary

EXL Service Philippines, Inc. is seeking a billing and collections specialist to manage customer accounts and reconcile payments. The role requires Excel proficiency, strong attention to detail, and solid knowledge of basic accounting and freight terms.

You will liaise with multiple internal departments to resolve billing issues, run queries, and prepare specialized reporting. Experience with EDI and variety of billing types (automated/manual) is preferred.

Qualifications

• Excel proficiency with pivot tables, lookups and macros.
• Detail-oriented approach to data and processes.
• Knowledge of basic accounting principles and freight payment terminology.
• Strong written and verbal communication skills for internal/external stakeholders.
• Understanding of different customer billing types: automated, manual, and statements.

Responsibilities

• Assign customer accounts and handle variations from simple to complex.
• Run and format queries across company systems to track productivity on aging reports.
• Create balance spreadsheets with specialized reporting parameters.
• Coordinate with internal departments to resolve billing issues and conflicts.
• Discuss invoice discrepancies with billing and operations to create action plans.
• Ensure all work on customer accounts is documented in financial systems for review.
• Perform account reconciliations and assist with resolving payment issues using EDI.

Skills

Excel proficiency

Attention to detail

Accounting fundamentals

Communication skills

Billing types understanding

Job description

Responsibilities

• Customer account assignments: easy to complex
• Run and format queries using multiple company-specific software/applications to show productivity increase/decrease on customer aging reports
• Create and provide account balance spreadsheets with specialized reporting parameters
• Liaison between assigned customers and internal departments to resolve billing issues and process conflicts
• Discuss invoice discrepancies/errors with billing and operations departments to form corrective action plans
• Ensure all work performed on customer accounts is notated and updated at necessary in financial system(s) for management review
• Account reconciliations
• Utilize EDI systems to assist in researching/resolving customer payment issues

Qualifications

• 1-2 years related experience in B2B collections

Required Skills

• Excel proficiency - including, but not limited to, pivot tables, lookups, macros, etc.
• Attentive to detail
• Knowledge of basic accounting principles and Freight Payment terminology
• Advanced communication skills
• Understanding of different customer billing types (automated, manual & statement)