Order to Cash (O2C) Process Trainer – BFSI

Gratitude Philippines; Manila; On-site; PHP 300,000 - 540,000; Full time

Job summary

Gratitude Philippines is seeking an experienced Order to Cash (O2C) Process Trainer for an onsite role in Alabang, Muntinlupa City. The role focuses on delivering O2C process training, coaching, and evaluating learner progress within BFSI operations.

The candidate must have hands-on O2C experience and strong facilitation skills, with the ability to communicate workflows and performance standards to diverse teams across operations. Night shifts and weekend availability may be required.

Qualifications

• Hands-on experience in Order-to-Cash (O2C) processes required.
• Strong training delivery and presentation abilities.
• Ability to explain O2C workflows and procedures clearly.
• Experience with coaching, training assessments and performance evaluation.
• Excellent interpersonal and organizational skills.

Responsibilities

• Deliver and support O2C process training, explaining workflows, policies, and requirements.
• Develop and maintain training materials, guides and job aids aligned with business needs.
• Conduct knowledge assessments, practical exercises, and evaluations to measure learning.
• Monitor trainee performance and provide coaching and feedback to improve results.
• Collaborate with Operations, QA and global stakeholders to identify training needs and drive improvements.

Skills

O2C processes

Training facilitation

Presentation skills

Communication skills

Coaching & feedback

Stakeholder collaboration

Job description

Job Title: Order to Cash (O2C) Process Trainer – BFSI

Work Location: Alabang, Muntinlupa City, Philippines

Work Setup: Onsite

Work Shift: Night Shift

Experience: 1-10yrs

Job Description :

We are hiring an experienced Order to Cash (O2C) Process Trainer to support training and employee development initiatives within a Banking, Financial Services, and Insurance (BFSI) account.

The ideal candidate must have hands-on experience in Order-to-Cash processes, strong training facilitation skills, and the ability to explain operational workflows, policies, and performance standards effectively. This role focuses on delivering process training, evaluating employee knowledge, providing coaching, and supporting continuous learning and operational improvement.

Key Responsibilities :

1. Deliver and support Order-to-Cash (O2C) process training, clearly explaining workflows, procedures, policies, and operational requirements.

2. Develop and maintain training materials, presentations, process guides, and job aids aligned with business requirements.

3. Conduct knowledge assessments, practical exercises, and training evaluations to measure learning effectiveness and employee readiness.

4. Monitor trainee performance, identify knowledge gaps, and provide coaching and constructive feedback to improve performance.

5. Collaborate with Operations, Quality Assurance, and internal or global stakeholders to identify training needs, communicate process updates, and improve training effectiveness.

Required Skills :

1. Hands-on experience in Order-to-Cash (O2C) processes – Mandatory.

2. Strong training facilitation, presentation, and communication skills.

3. Ability to explain O2C workflows, operational procedures, and process requirements clearly.

4. Knowledge of employee coaching, training assessments, and performance evaluation.

5. Strong interpersonal, organizational, and problem-solving skills.

Qualifications :

• Hands-on Order-to-Cash (O2C) process experience is mandatory.
• Experience in BPO, shared services, Global Capability Centers (GCCs), or captive operations is preferred.

• Previous experience developing and delivering O2C training programs is an advantage.
• Background in BFSI or financial services operations is preferred.

• Experience supporting international teams or interacting with global clients is an advantage.
• Willingness to work 100% onsite in Alabang on night shifts, including possible weekend schedules.