Customer Service Representative (Financial Exp)

Lean Solutions Group; Makati; On-site; PHP 279,000 - 446,000; Full time

Job summary

Lean Solutions Group (LSG) is a next-generation solutions provider delivering AI-driven automation for the supply chain, serving 600+ clients with 10,000+ employees across five countries. The Customer Service Representative - Financial role combines client-facing support with back-office auditing to verify load and billing accuracy in Oracle Transportation Management (OTM).

Responsibilities include reviewing records, validating charges against approved rates, and resolving discrepancies to

Qualifications

• Proven professional experience in customer service, financial support, and billing operations.
• Working knowledge of Oracle Transportation Management (OTM) or similar system.
• Strong understanding of transportation, freight forwarding, and invoice reconciliation.

Responsibilities

• Provide responsive customer support and coordinate freight billing with internal teams.
• Review transportation records and validate freight charges against approved rates.
• Identify and resolve billing discrepancies by updating records.
• Navigate OTM platforms to locate and manage loads for carrier portfolios.
• Apply validation workflows across shipment accounts and log statuses.
• Process high-volume daily emails to extract shipment requests and updates.
• Compare system charges with emailed rates and flag variances for adjustment.

Skills

Customer service experience

Financial support

Billing operations

Logistics administration

English communication skills

Data entry accuracy

Tools

Oracle Transportation Management (OTM)

Microsoft Excel

Customer service ticketing systems

Job description

Join Our Team at Lean Solutions Group (LSG)!

Lean Solutions Group (LSG) is a next-generation solutions provider combining AI-driven automation, industry expertise, and tech-powered talent. Built in the demanding Supply Chain sector, our model now supports 600+ clients across multiple industries, powered by 10,000+ employees in five countries. We help businesses achieve immediate efficiency, long-term resilience, and scalable growth by integrating intelligent technology, optimized processes, and high-performance teams.

At LSG, we believe in your talent and your potential. Join a multicultural, people-first environment where you can grow, sharpen your skills, and unlock new career opportunities. Here, every day brings fresh challenges, collaboration, and purpose.

Our Mission: Transform business challenges into lasting success through purpose-built teams, technology, and expertise.

Our Vision: A world where people, empowered by technology, turn any challenge into a catalyst for growth.

Position Description

The Customer Service Representative - Financial acts as a dedicated financial support point of contact, responsible for verifying load and billing accuracy for transportation accounts. This role combines client-facing communication with back-office financial auditing by reviewing transportation records, validating shipment charges within Oracle Transportation Management (OTM), and resolving billing discrepancies to ensure precise financial documentation.

Functions

• Provide responsive customer support and coordinate with internal teams regarding freight billing, rate inquiries, and account updates.

• Review transportation records and validate freight charges against customer-approved rates to ensure complete billing accuracy.

• Identify, document, and resolve financial billing discrepancies by updating records accordingly.

• Navigate OTM platforms (such as Buy Shipments and Buy Shipment Search) to locate, sort, and manage loads for assigned carrier portfolios.

• Apply consistent validation workflows across active, new, and canceled shipment accounts, ensuring clear account status logging.

• Process high-volume daily transportation emails to extract shipment requests, rate updates, cancellations, and billing instructions.

• Compare system charges against email-provided rates and flag any variances requiring financial adjustment or customer follow-up.

Qualifications and Requirements

• Proven professional experience in customer service, financial support, billing operations, or logistics administration.

• Working knowledge of Oracle Transportation Management (OTM) or a comparable enterprise transportation system.

• Solid foundational understanding of transportation, freight forwarding, and invoice reconciliation processes.

• Exceptional data entry precision, record-keeping skills, and high attention to detail.

• Clear written and verbal English communication skills for professional client and cross-functional coordination.

• Ability to manage and prioritize a high volume of daily administrative emails and time-sensitive requests.

Technical Skills & Systems

• Transportation Management Systems: Oracle Transportation Management (OTM) — Load lookup, Buy Shipments, and record management.

• Office & Email Tools: High-volume email management clients, Microsoft Excel / spreadsheet tools for financial tracking.

• Communication Platforms: Professional customer service ticketing, chat, and phone support tools.