Collections Specialist
New
P
PanoptycLoss Prevention, Retail Security
PhilippinesFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 2+ years
- Required Skills
- SalesforceMicrosoft ExcelHubSpot
Requirements
- 2+ years of experience in Collections, Accounts Receivable, or Finance Operations.
- Proven track record of managing high-volume portfolios and reducing DSO (Days Sales Outstanding).
- Experience in a B2B or SaaS environment is a plus.
- Strong negotiation skills and the ability to handle difficult financial conversations with poise.
- Exceptional written and verbal communication.
- High proficiency in Excel.
- Experience with CRMs (Salesforce/HubSpot).
- Experience with accounting software.
- A highly organized approach to managing daily outreach and reconciliation tasks.
- Ability to use data to prioritize your daily "hit list" of overdue accounts.
- Detail-oriented mindset to ensure zero errors in account allocation.
Responsibilities
- Execute a proactive strategy to follow up on overdue invoices through daily phone calls and emails.
- Regularly review customer accounts to identify outstanding balances and ensure accurate allocation.
- Maintain a clean and up-to-date AR aging report.
- Lead negotiations with clients to establish payment plans that protect Panoptyc’s cash flow.
- Collaborate with internal Sales and Customer Success teams to resolve disputes impacting payment.
- Identify the "why" behind payment delays and implement solutions to prevent future friction.
- Maintain meticulous records of all communications and transactions in our systems.
- Provide regular reports to Finance leadership on collection status and aging trends.
- Proactively identify areas for process improvement within the billing and collections workflow.
- Act as the primary, professional point of contact for all client inquiries related to billing.
- Build positive, long-term rapport with client stakeholders to ensure Panoptyc is a priority in their payment cycles.
- Ensure all activities comply with company policies and relevant financial regulations.
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