Fund Accountant & Onboarding Specialist

Connext; Philippines; On-site; PHP 2,561,000 - 3,841,000; Full time

Benefits offered by this job

Competitive Compensation

Perfect Attendance Bonus

Company-Provided Equipment

25% Night Differential Pay

Life and HMO Insurance Coverage

20 Leave Credits

Good Company Culture

Job summary

Connext Global Solutions in the Philippines is seeking an Account Services Specialist 2 to support onboarding, maintenance, and operations for SFR customers and management companies. You will be the primary contact for account setup, portal administration, electronic invoicing, vendor registration, customer support, and issue resolution.

You will collaborate with Operations, Credit & Collections, Branch Management, National Accounts, and customers to ensure accurate invoicing and timely

Qualifications

• Two years of experience in customer support or related fields.
• Experience with high-volume transactions and documentation.
• Ability to troubleshoot invoice issues and resolve operational concerns.
• Ability to coordinate with multiple internal teams and external customers.
• Strong written and verbal English communication skills.

Responsibilities

• Manage onboarding and account setup activities for new SFR customers, account managers, and estimators.
• Maintain customer account information within internal systems and third-party platforms.
• Support vendor registration, portal activation, and punchout implementation activities.
• Track onboarding progress and ensure required documentation is completed.
• Manage electronic invoicing setup and maintenance across customer portals.
• Research and resolve invoice submission failures, rejected invoices, and billing discrepancies.
• Submit invoices according to customer requirements and specifications.
• Collaborate with Credit & Collections teams regarding payment issues related to invoice submissions and portal activity.
• Serve as a point of contact for customer requirements, account updates, and operational inquiries.
• Maintain accurate records of SFR customers, portal requirements, and account documentation.
• Monitor customer communications and ensure compliance with customer-specific processes.
• Provide support and training to internal teams regarding SFR customer requirements.
• Maintain customer trackers and operational documentation.
• Create and maintain SOPs and training materials.
• Audit and reconcile accounts on a bi-weekly basis.
• Identify opportunities to improve onboarding and invoicing workflows.

Skills

Customer accounts management

High-volume transactions

Invoice troubleshooting

Cross-team coordination

Time management

Attention to detail

English communication

Education

High School Diploma

Job description

Connext Global Solutions in the Philippines is seeking an Account Services Specialist 2 to support onboarding, maintenance, and operations for SFR customers and management companies. You will be the primary contact for account setup, portal administration, electronic invoicing, vendor registration, customer support, and issue resolution.

You will collaborate with Operations, Credit & Collections, Branch Management, National Accounts, and customers to ensure accurate invoicing and timely