Job Summary:
As Order to Cash Collections you are responsible for handling OTC transactional tasks in the area of customer masterdata and credit management, billing and invoicing, document validation, order processing, cash application, cash collection and dispute management according to agreed procedures, process maps and Desk Top Procedures or other guidelines agreed with the client. You must establish and/ or maintain good relationship with client personnel, ensure that daily activities are fulfilled according to the timetable, procedures and business goals as agreed with Team Leader and deliver services as necessary to meet the SLAs and OLAs requirements from the area of your responsibility.
Your Roles and Responsibilities
Order Management:
- Enter and process customer orders in the system.
- Verify order details for accuracy (pricing, discounts, contract terms). Ensure all orders are reviewed and processed within agreed timeframes, agreed credit limits and basing on full information required.
- Coordinate with internal teams to ensure timely fulfillment.
- Ensure incorrect orders (i.e., incorrect payment terms) placed in the system are highlighted to the client for revalidation.
Invoicing and Billing:
- Assist in generating invoices based on completed orders.
- Verify invoice accuracy and resolve basic discrepancies.
- Ensure timely and accurate delivery of invoices to customers.
Credit, Collections, Disputes and Deductions:
- Monitor assigned client portfolio and follow up with customers for overdue invoices.
- Assist in resolving disputes or payment issues.
- Maintain records of customer transactions and payment status
- Adherence to the OTC Collections process within policy, with specific reference to prompt collection and escalation actions.
- Achieve collections targets as defined by Team Leader, Manager and contractual SLAs or OLAs (CPI, KPI, GPI etc.).
- Assist in reviewing customer credit limits and payment terms.
- Flag potential credit risks to team lead or manager for issue resolution.
- Maintain records of credit approvals and adjustments.
Job Qualifications:
- Bachelor's degree / College graduate of any course
- 2-5 years of relevant experience in Collections
- Must have relevant working experience within BPO/Shared services environment
- Amenability to work full-time on site in Eastwood or Bridgetowne Quezon City
- Amenability to work in a night shift schedule.
