End-to-End AR Specialist
2 weeks ago
MAIN TASK
Collections & Client Outreach- Manage a daily queue of overdue accounts and execute a consistent, professional outreach cadence.
- Negotiate payment commitments and structured payment plans; follow up on promises-to-pay and failed or expired payment methods.
- Record all communication, commitments, and account updates in the A/R system or CRM, ensuring clear next steps.
- Escalate non-responsive or complex accounts following established policies.
- Investigate discrepancies, credits, and adjustments; collaborate with RCM Operations, Client Success, and RevOps teams to resolve issues.
- Maintain complete and accurate audit documentation, including POs, contracts, rate sheets, and approvals.
- Keep A/R aging reports, notes, and next-action timelines current and accurate.
- Deliver weekly updates on cash collections and account-level forecasts.
- Track and report productivity metrics such as meaningful daily outreach, PTP fulfillment rates, and dispute resolution timelines.
- Must have an end-to-end accounts receivable process experience.
- A background in the healthcare industry is required for this role.
- At least 2+ years of experience in B2B collections, accounts receivable, or accounting.
- Excellent English communication skills—confident phone presence and strong, concise email writing.
- Solid understanding of A/R fundamentals (invoicing, credits, adjustments, cash application, aging).
- Proficiency in spreadsheets (VLOOKUP, pivot tables) and experience using an A/R or ERP system along with a CRM/ticketing tool.
- Highly organized, persistent, and able to maintain firm follow-up timelines while staying customer-centric.
Experience with payment processors (ACH/credit card), dunning tools, and payment portals.
Familiarity with systems such as NetSuite, Intacct, QuickBooks, and CRMs like HubSpot or Salesforce.
- Can work onsite in Ortigas, Pasig City for a nightshift schedule.
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