Billing and Collections Assistant
New
T
TreantlyBusiness Coaching
Philippines, US-EST business hoursFull-TimeMiddle
Salary not disclosed
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Job Details
- Languages
- English
- Experience
- 2–5 years
- Required Skills
- Microsoft ExcelHubSpotGoogle SheetsAsana
Requirements
- 2–5 years of experience in accounts receivable, billing, collections, or finance operations.
- Strong understanding of payment reconciliation, refunds, chargebacks, and collections processes.
- Fluent in spoken and written English with the ability to handle firm but professional collections conversations.
- Proficiency in Google Sheets and Microsoft Excel for maintaining accurate financial trackers.
- Experience with payment platforms such as Stripe or PayVa.
- Experience using CRM platforms such as HubSpot.
- Comfortable working in a fast-moving, Slack-based, asynchronous environment.
- Ability to learn new software and internal processes quickly.
- Exceptional attention to detail regarding numbers, dates, and payment records.
- Ability to work independently without daily supervision.
Responsibilities
- Maintain accurate records of customer balances and payments across various billing arrangements.
- Monitor failed and overdue payments and conduct follow-ups via email, phone, text, and direct messaging.
- Manage chargeback and payment dispute resolution by gathering evidence and submitting responses before deadlines.
- Support the commission cycle by documenting clawbacks, refunds, and adjustments.
- Verify and process customer referral and affiliate payout requests.
- Improve and document payment and collection procedures to ensure operational consistency.
- Reconcile payment platform transactions against internal trackers to resolve discrepancies.
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