CSR - Collections Specialist

1 week ago

Baguio City, Philippines EFlexervices Full time

In this role, you will be responsible for…. What you'll be doing ● Managing the complete collections cycle for assigned accounts, from initial outreach through resolution or escalation ● Crafting professional, clear email communications to customers regarding past due balances, payment plans, and account status ● Maintaining detailed account notes documenting all customer interactions, commitments, and next action plans with specific follow-up dates ● Making independent judgment calls on when to escalate complex disputes, payment issues, or at-risk accounts to management ● Reviewing signed contracts for accuracy and identifying discrepancies that may impact billing inquiries ● Proactively monitoring aging reports and completing weekly reviews of delinquent accounts to prioritize collection efforts ● Responding to customer inquiries in Service Cloud with empathy and professionalism while protecting company interests ● Collaborating cross-functionally with Sales, Support, and Billing teams to resolve billing issues and prevent future disputes ● Contributing to process improvements and assisting with special projects as needed Qualifications Required: ● 2+ years of collections or accounts receivable experience, preferably in SaaS or subscription-based business ● Proven ability to work independently with minimal supervision and meet collection targets ● Excellent written communication skills with experience crafting professional, persuasive customer emails ● Strong attention to detail in maintaining accurate, comprehensive account documentation ● Sound judgment in escalating issues appropriately—knowing when to persist and when to elevate ● Experience reviewing contracts and resolving billing disputes ● Proficiency in Excel/Google Sheets for analysis and reporting ● Experience with payment processing platforms or billing systems ● Comfortable navigating ambiguity and making decisions with incomplete information Nice to have: ● Experience with Salesforce CRM and Service Cloud ticketing system ● Familiarity with SaaS billing models Nice to have: ● Experience with Salesforce CRM and Service Cloud ticketing system ● Familiarity with SaaS billing models Nice to have: ● Experience with Salesforce CRM and Service Cloud ticketing system ● Familiarity with SaaS billing models Nice to have: ● Experience with Salesforce CRM and Service Cloud ticketing system ● Familiarity with SaaS billing models

  • CSR - Collections Specialist

    1 week ago

    Baguio, Philippines EFlexervices Full time

    In this role, you will be responsible for…. What you'll be doing ● Managing the complete collections cycle for assigned accounts, from initial outreach through resolution or escalation ● Crafting professional, clear email communications to customers regarding past due balances, payment plans, and account status ● Maintaining detailed account notes...

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