
Order to Cash Specialist
4 days ago
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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