B2B Collections Specialist - Onsite (A-DI)

Sourcefit Philippines, Inc.; Quezon City; Sur place; PHP 334 800 - 502 200; Plein temps

Résumé du poste

A prominent outsourcing provider in Quezon City is seeking an experienced Accounts Receivable professional. You will manage B2B collections, maintaining positive relationships with corporate clients while ensuring timely payments. Responsibilities include contacting clients about past-due invoices, updating reports meticulously, and assisting with data entry and cleanup. The ideal candidate has 2-3 years of relevant experience, excellent English communication skills, and advanced Excel knowledge.

Qualifications

• Minimum 2–3 years of experience in B2B Collections, Commercial Finance, or Accounts Receivable.
• Native or near–native English is required for handling complex conversations.
• Ability to balance firmness with professionalism.
• Experience working with internal Sales or Account Management teams.
• Advanced proficiency in Microsoft Excel.

Responsabilités

• Contact corporate clients regarding past–due invoices.
• Maintain a 'Weekly Collections Tracking Sheet'.
• Execute data cleanup tasks as directed.
• Accurately input client information into systems.

Connaissances

B2B Collections

Commercial Finance

Accounts Receivable

Client Relationship Management

Communication Skills

Microsoft Excel

Outils

CRM Software

Accounting Software

Description du poste

Position Summary

We are seeking an experienced Accounts Receivable professional to manage our commercial collections. This is a relationship-based role. You will be contacting business clients to resolve past‑due invoices while ensuring the customer relationship remains positive.

You will work from a provided client list, keeping our Account Executives informed on every interaction, and reporting progress via a weekly tracking sheet. When not performing outreach, you will assist the Director of Client Services with database hygiene and data entry tasks.

Job Details

Onsite (Bridgetowne, Quezon City)

Work Schedule: Monday to Friday, 9:00 AM to 6:00 PM EST

Following Selected Philippine Holidays

Key Responsibilities

B2B Collections

• Strategic Outreach: Contact corporate clients via phone and email regarding past‑due invoices, strictly following the priority list provided.
• Relationship Preservation: Utilize a "polite but persistent" approach. You are expected to secure payment commitments without being aggressive or abrasive.
• Internal Communication: Keep the Account Executive (Sales) copied and informed on all communications. You must recognize when a collection issue might jeopardize a future sale and flag it immediately.
• Reporting: Maintain a "Weekly Collections Tracking Sheet" with high attention to detail, updating promise‑to‑pay dates and status notes daily.
• Resolution: Navigate corporate Accounts Payable (AP) processes to find out why an invoice is stuck (e.g., missing PO, wrong format) and work with us to fix it.

Data Administration

• Database Hygiene: Execute data cleanup tasks as directed by the Director of Client Services (e.g., removing duplicate records, verifying addresses).
• Data Entry: Accurately input client information and service data into our systems.

QUALIFICATIONS

• Minimum 2–3 years of experience in B2B Collections, Commercial Finance, or Accounts Receivable.
• Native or near‑native English is required for handling complex conversations with Finance Directors and Controllers.
• Ability to balance firmness with professionalism.
• Experience working in a role where you had to coordinate with internal Sales or Account Management teams.
• Advanced proficiency in Microsoft Excel (maintaining complex tracking sheets).
• Familiarity with [Your CRM] and [Your Accounting Software] is preferred.