Payment Solutions Agent
3 days ago
Payment Solutions Agent - Accounts Receivable
At Boundless | RapidVisa Phils. Inc.
Cebu, Philippines (On-site)
About Boundless ImmigrationWe're a team of immigrants and experts who have struggled with our own journeys through the complex, high-stakes U.S. immigration system. That is why we are building deeply customer-centric products and experiences to become the default trusted partner for all families through their entire immigration journey and their first ten years of life in a new country.
Since 2020, Boundless has become the largest player in the family immigration industry, helping tens of thousands of families every year achieve their dreams and becoming the first brand in an industry that has never had one before.
We're backed by influential early-stage venture investors around the country, including Foundry Group (led by Brad Feld), Emerson Collective (Laurene Powell Jobs' foundation), Pioneer Square Labs, Two Sigma Ventures, Trilogy Equity Partners, and Jerry Yang, and are well-capitalized for years of growth.
What You Will DoAs an AR Agent in our Payment Solutions Team, you will own a portfolio of high-value receivables under the Family Segment, driving critical outcomes that impact the company's financial health. You will be the primary point of contact for customers with overdue accounts—ensuring timely follow-ups, professional communication, and resolution of any payment barriers.
Your role directly supports our cash flow strategy by reducing delinquency, maintaining low DSO, and delivering a frictionless payment experience. This is a high-impact, metrics-driven role that works cross-functionally with Customer Success, Sales, Finance Ops, and Accounting to convert strategy into tangible financial results.
With cash flow and collections identified as a top company priority this quarter, your ownership will be essential to Boundless's ability to scale operations and serve more families with confidence.
Key Responsibilities:- Build and maintain professional relationships directly with customers.
- Monitor aging reports and proactively follow up on overdue balances via email, calls, and scheduled check-ins.
- Collaborate with internal Sales, Customer Success, and Accounting teams to address disputes, credits, or billing errors.
- Track payment behavior and recommend credit or billing adjustments as needed.
- Prepare client-facing documentation including payment reminders, and reconciliation summaries.
- Escalate accounts for service restrictions in alignment with finance policy.
- Document all collection efforts, outcomes, and commitments using internal tools and CRM systems.
- Handle sensitive cases with discretion, balancing empathy and financial risk management.
- Support Customer Success Management on payment-related tasks & queries.
- Other related duties may be assigned as required by the business.
- 1-3 years of experience in collections, Accounts Receivable, or finance roles is a strong advantage.
- Bachelor's degree in Accounting, Finance, or a related field.
- Solid understanding of financial principles and how collections impacts cash flow, DSO, and revenue.
- Proven negotiation skills and the ability to engage customers with both professionalism and persistence.
- Data-literate: Comfortable reviewing AR reports, spotting trends, and proposing action plans.
- Highly organized, detail-oriented, and consistently meets or exceeds KPI targets.
- Proactive and results-oriented—you take ownership, follow through, and escalate when necessary.
- Strong written and verbal English communication skills; clear, confident, and customer-sensitive.
- Familiarity with U.S. immigration or legal services is a plus, but not required.
- Comfortable with CRM/accounting tools.
- You will be part of a dynamic workforce in an environment where you will collaborate with the expert and elite talents in the online immigration services industry.
- You can cultivate your skillfulness and dexterity amongst us as you experience a highly creative culture built on loyalty and responsibility to our partners while having a lot of fun at work.
- Great company perks and benefits await you.
Come and help us become the best immigration services provider we can be at Boundless Immigration
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