Experience Requirements
- 2 - 5 years of B2B Collection experience
- Mandatory: Hands-on experience with accounting ERP systems such as SAP, Oracle, and Other accounting platforms
- 2+ years with electronic invoicing (EDI, 3rd Party Postings) - vendor online portals used for collections, such as Ariba, Coupa, and the like
- Collection of high-volume and high-profile client accounts.
Minimum exposure: At least $5 million in accounts receivable.
Job Skills & Traits
- Ability to exercise discretion and independent judgment on matters of significance
- Excellent Excel skills, including vlook-ups & pivot tables
- Detail-oriented
- Prioritize and meet deadlines
- Ability to perform root cause analysis and drive problem resolution
- Excellent customer service & communication skills
- Ability to build relationships with clients and sales while maintaining a high percentage of collections
- Ability to creatively look for alternative solutions aligned with the policies, frame up the issue, and escalate timely manner
- Submit/re-submit invoices in customer portals (B2B, Ariba)
- Monitor status and drive resolution of payment issues
- Willing to work mainly on the US shift (graveyard) or the European (mid) shift, depending on business need.
- Able to work in Ortigas Center, Pasig City
Duties & Responsibilities
The primary duty of this position is to manage a collection portfolio of over 300 accounts in order to maximize prompt payment while maintaining excellent customer relations. Accountable for reducing delinquency for all assigned accounts, by monitoring past due balances & conducting customer follow-up via phone call and email, while meeting department goals and metrics. This work is directly related to BDA's management policies and includes the following responsibilities:
- Exercise independent, direct responsibility for a collection's portfolio
- Determine which accounts need to be investigated
- Prioritize collection workload according to management policies relating to the degree and amount of delinquency.
- Identify & escalate issues that cannot be solved independently, which may prevent or delay payment
- Collection of declined credit card invoices in accordance with management policies
- Research credits on account for refund or application to invoices
- Maintain customer data in the ERP system as needed to manage accounts receivable portfolio
- Research and interpret bill of ladings and proof of delivery documentation as needed to manage accounts receivable portfolio
- Research on electronic invoicing accounts (Ariba and B2B)
- Prepare and present account status updates for aging reviews and month-end comments
- Special projects as assigned
