Account Resolution Expert

3 days ago


Manila, National Capital Region, Philippines Okta, Inc. Full time

We celebrate a variety of perspectives and experiences at Okta, Inc.

We are not looking for someone who checks every single box - we're looking for lifelong learners and people who can make us better with their unique experiences.

Collections Analyst

The World's Identity Company needs your skills

Job Responsibilities:
  1. Monitor portfolios of accounts, ensuring timely follow-up on outstanding invoices.
  2. Send reminders and collections notices on past due invoices.
  3. Recommend deactivations for past due accounts and/or work stoppage on past due implementations.
  4. Drive resolution of disputes including tax, POs, billing and other issues, while monitoring trends of disputes.
  5. Manage AR refund requests.
  6. Escalate payment plan requests to Senior or above in accordance with department policy.
  7. Maintain customer records including contacts, payment trends, and payment runs.
  8. Log daily collections activity.
  9. Reconcile customer accounts.
  10. Escalate bankruptcy filings to lead and manager.
  11. Collaborate with internal and external representatives to address issues.
  12. Build and maintain relationships with internal parties.
  13. Participate in internal projects, as required.
Qualifications:
  1. Experience in the tech and SaaS industry (highly preferred).
  2. Strong problem-solving skills, high level of curiosity, ability to find solutions and deliver results.
  3. Solid experience with key financial tools and ERP systems (NetSuite preferred) as well as Microsoft Office skills including Excel and PowerPoint.
  4. Bachelor's Degree or equivalent work experience.


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