Order to Cash Specialist

7 days ago

Taguig, National Capital Region, Philippines Virtua Outsourcing Solutions Full time ₱480,000 per year

About the Role

Are you organized, detail-oriented, and passionate about delivering great customer experiences? Join our Finance and Operations team as an Onboarding Specialist In this role, you'll play a key part in welcoming new customers, managing important documentation, and ensuring a smooth start to their journey with us.

What You'll Do

  • Ensure sales orders have the correct purchase orders (POs) and follow up with customers as needed.
  • Carefully review incoming customer documentation to confirm all requirements are met for invoicing.
  • Manage and maintain customer and vendor portals by uploading documents and handling new submissions.
  • Initiate contact with new customers, guide them through the setup process, and deliver a welcoming experience.
  • Send onboarding emails with key setup instructions, payment processing steps, and contact information.
  • Follow up on multi-year renewal POs and address any missing or incomplete documentation.
  • Work closely with Sales, Customer Success, and Finance teams for a seamless handoff from sale to onboarding.
  • Contribute to process improvement initiatives to enhance the onboarding experience.

What We're Looking For

  • 2+ years of experience in a customer-facing and operational onboarding role.
  • Strong attention to detail with excellent organizational and problem-solving skills.
  • Experience working with POs, documentation management, and vendor/customer portals.
  • Experience using Salesforce; NetSuite experience is a plus.
  • Excellent communication skills, both written and verbal.
  • Ability to thrive in a fast-paced environment.

Job Type: Full-time

Pay: Up to Php40,000.00 per month

Benefits:

  • Company Christmas gift
  • Company events
  • Promotion to permanent employee

Ability to commute/relocate:

  • Taguig: Reliably commute or planning to relocate before starting work (Preferred)

Application Question(s):

  • Do you have experience using Salesforce/NetSuite?

Experience:

  • Customer Facing and Operational Onboarding: 2 years (Required)

Location:

  • Taguig (Required)

Willingness to travel:

  • 100% (Required)

Work Location: In person

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