Client Onboarding and Collection Team Lead – Salesforce Expert

1 day ago

Taguig, National Capital Region, Philippines Virtua Outsourcing Solutions Full time ₱400,000 - ₱500,000 per year

Client Onboarding and Collection Team Lead – Salesforce Expert

We are seeking a Client Onboarding and Collection Team Lead with strong expertise in Salesforce to lead and coordinate onboarding and collection processes for our clients. This role collaborates closely with the Sales, Customer Success, and Finance teams to ensure seamless client onboarding and efficient collection management.

Key Responsibilities

  • Lead and supervise the client onboarding process, ensuring seamless transition from sales to service delivery.
  • Oversee collection activities, managing timely invoicing, follow-ups, and issue resolution to optimize cash flow.
  • Utilize Salesforce to track onboarding progress, collection status, and client communication.
  • Collaborate cross-functionally with Sales, Customer Success, and Finance teams to align processes and provide excellent client service.
  • Mentor and develop team members, providing training on Salesforce usage and client engagement best practices.
  • Monitor team performance, prepare reports, and escalate issues promptly to management and client stakeholders.
  • Implement process improvements to enhance onboarding experience and collection efficiency.
  • Ensure compliance with client policies, SLAs, and regulatory requirements.

Qualifications

  • Proven experience in client onboarding, collections, or relevant operational roles, preferably in a BPO supporting SaaS or technology clients.
  • Expertise in Salesforce, including data management, reporting, and workflow optimization.
  • Strong interpersonal and communication skills to work effectively with multiple internal and external teams.
  • Leadership experience with the ability to motivate and guide teams to achieve performance targets.
  • Detail-oriented, organized, and proactive problem solver.
  • Familiarity with finance and billing processes is a plus.

This position is vital in delivering a seamless client experience and supporting revenue collection through effective leadership and Salesforce expertise within the BPO environment.

Job Types: Full-time, Permanent

Pay: Php40, Php50,000.00 per month

Benefits:

  • Company Christmas gift
  • Company events
  • Health insurance
  • Paid training

Work Location: In person

  • Client Onboarding

    1 day ago

    Taguig, National Capital Region, Philippines Virtua Solutions Outsourcing Full time $104,000 - $130,878 per year

    We are seeking a Client Onboarding and Collection Team Lead with strong expertise in Salesforce to lead and coordinate onboarding and collection processes for our clients. This role collaborates closely with the Sales, Customer Success, and Finance teams to ensure seamless client onboarding and efficient collection management.Key ResponsibilitiesLead and...

  • Salesforce Tech Lead

    12 hours ago

    Taguig, National Capital Region, Philippines Yitro Global Full time $104,000 - $130,878 per year

    About the RoleAre you passionate about Salesforce and ready to take the technical lead? We're looking for a Salesforce Tech Lead to join our growing team of innovators and problem-solvers. In this role, you'll collaborate with a diverse team of experts and work directly with clients to design and deliver cutting-edge Salesforce solutions.You'll combine your...

  • URGENT HIRING Client Experience Team Lead

    3 days ago

    Taguig, National Capital Region, Philippines KMC Solutions Full time $70,000 - $120,000 per year

    Make your next big career move by applying as KMC Solutions' next RESPONSE TEAM LEADThe Response Team Lead ensures seamless 24/7 luxury client support, managing The Pulse for Voyager members and Client Services for Explorer & non-members. Designed to complement the DUO (Client Advisor & Travel Designer), The Pulse ensures that help is always available when...

  • Salesforce Implementation Expert

    2 days ago

    Taguig, National Capital Region, Philippines beBeeImplementation Full time ₱2,500,000 - ₱3,500,000

    Salesforce Implementation ExpertWe are seeking a skilled Salesforce Implementation Expert to join our team. The ideal candidate will have experience in designing and implementing Salesforce solutions, with a strong focus on configuration and customization.Key Responsibilities:Design and implement Salesforce configurations for various business...

  • Collections Team Lead

    1 week ago

    Taguig, National Capital Region, Philippines beBeeCollections Full time ₱250,000 - ₱500,000

    Job Title:Collections Team Lead Job Summary:We are seeking a highly skilled and experienced Collections Team Lead to join our team. The successful candidate will be responsible for overseeing a team of collection agents, ensuring efficient recovery of outstanding debts while maintaining compliance with company policies and regulatory standards. About the...

  • Salesforce Lead Developer

    4 days ago

    Taguig, National Capital Region, Philippines VI Hub Services Inc. Full time $90,000 - $120,000 per year

    About the role We are seeking an experienced Salesforce Lead Developer to join our dynamic team at VI Hub Services Inc. As a Salesforce Lead Developer, you will play a pivotal role in driving the technical strategy and delivery of our Salesforce-based solutions. This is a full-time position based in Bonifacio Global City, Taguig City, Metro Manila.What...

  • Collections Team Lead

    4 days ago

    Taguig, National Capital Region, Philippines Warm Cash Lending Corp. Full time ₱30,000 - ₱35,000 per year

    The Debt Collection Team Leader is responsible for overseeing a team of collection agents – field and agency partners to ensure efficient recovery of outstanding debts while maintaining compliance with company policies and regulatory standards. This role involves monitoring performance, providing coaching and support, analyzing collection metrics, and...

  • Collections Team Lead

    4 days ago

    Taguig, National Capital Region, Philippines EcoFinance Full time $40,000 - $60,000 per year

    The Debt Collection Team Leader is responsible for overseeing a team of collection agents – field and agency partners to ensure efficient recovery of outstanding debts while maintaining compliance with company policies and regulatory standards. This role involves monitoring performance, providing coaching and support, analyzing collection metrics, and...

  • Lead Salesforce Engineer

    6 days ago

    Taguig, National Capital Region, Philippines beBeeLeadership Full time ₱900,000 - ₱1,200,000

    Job DescriptionWe are seeking a highly skilled Software Engineering Lead to join our team. As a Software Engineering Lead, you will be responsible for leading the development of software applications using Salesforce platform.Your key responsibilities will include:Meeting with project managers and business analysts to determine business needsDeveloping...

  • Salesforce Director

    1 week ago

    Taguig, National Capital Region, Philippines HR TechX Corp. Full time

    OverviewJoin to apply for the Salesforce Director (SF Core) role at HR TechX Corp..Translating the vision, you set the tone and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders.You are a guardian of the company's reputation, understanding that...