Financial Performance Specialist

3 days ago

Mandaluyong City, National Capital Region, Philippines beBeeCollections Full time $90,000 - $120,000
Collections Lead Opportunity

Our organization is seeking a seasoned professional to assume ownership of our end-to-end collections process. This role entails collecting outstanding invoices while providing exceptional customer service and identifying opportunities for upselling.

The ideal candidate will operate independently, develop and execute the collections strategy, and present performance insights directly to the CFO.

Key Responsibilities
  • Call Execution:
    • Initiate 50+ outbound calls per day via a phone system, maintaining high right-party contact and promise-to-pay conversion rates.
    • Negotiate payments, payment plans, and settlements, securing same-day collections when feasible.
    • Address objections and resolve disputes, including short-pays, missing POs, warranty/return questions, and service quality issues.
  • Collections Strategy & Ownership:
    • Own the A/R aging pipeline, prioritize accounts, and drive a disciplined dunning cadence, including calls, SMS, emails, and letters.
    • Escalate appropriately, recommending lien/notice options and small-claims actions as needed.
    • Develop weekly/monthly plans to achieve cash targets and reduce Days Sales Outstanding (DSO), presenting strategy and results to the CFO.
  • Customer Service & Upsell:
    • Provide friendly, solutions-oriented service, identifying and closing or handing off simple upsells without distracting from collection goals.
  • Cross-Functional Coordination:
    • Collaborate with Dispatch/Service, Install, and Accounting teams to resolve ticket discrepancies, missing work orders, and billing errors.
    • Document every interaction with precise call dispositions, notes, and next actions.
  • Reporting & Compliance:
    • Produce concise daily/weekly dashboards and a month-end CFO summary, highlighting cash collected vs target, PT P conversion, aging movement, and root causes.
    • Comply with applicable laws and company policies, including consent/TCPA considerations and state collection rules for consumer accounts.

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