We are seeking a motivated CollectionsSpecialist. This role oversees the end-to-end billing and collections process — from generating invoices and processing payments to reconciling accounts and managing client outreach for overdue balances. The ideal candidate is proactive and detail-oriented, with proven experience in QuickBooks and CRM platforms, ensuring accurate billing, efficient collections, and a seamless client payment experience.
PERKS AND BENEFITS
- Salary: Up to Php 70,000 / $7.hr depending on experience
- Attendance Bonus: $25/month for perfect attendance
- Yearly Performance Evaluation
- Anniversary Bonus: PHP 5,000 (1st year), PHP 10,000 (2nd–4th years)
- Referral Bonus: $300 per successful hire
- 7 days Paid Holiday Off
- 6 days Paid Time Off
- Healthcare Plan
- Maternity Leave
- Paternity Leave
CORE TASKS
- Invoice Management & Payment Processing
- Generate and issue monthly invoices in QuickBooks (for ACH and manual payments) and Hyphen (for credit card payments).
- Process payments manually each Tuesday, ensuring accuracy and timeliness across 1st–4th Tuesday billing cycles.
- Record payments and maintain detailed client account records within Salesforce CRM.
- Support creation and tracking of one-off or deposit invoices outside of recurring billing.
- Collections & Client Outreach
- Conduct proactive outreach to clients regarding past-due invoices or declined payments, using a mix of templated email and phone communication.
- Initiate follow-ups based on defined cadence (e.g., initial email within 3–5 days, phone call escalation after 7–10 days).
- Maintain clear documentation of all outreach and collection efforts in CRM.
- Reconciliation & Reporting
- Support month-end AR reconciliation to ensure payments are properly applied and discrepancies are identified and escalated.
- Generate recurring payment status and aging reports for internal stakeholders.
- Identify process gaps or recurring payment issues and propose improvements to internal tracking.
- Operational Support
- Assist in building and maintaining collections playbooks (message templates, outreach cadences, escalation paths).
- Coordinate internally with Drive Social’s finance team to flag high-risk accounts or potential billing disputes.
- Support logistics or related administrative tasks as needed (e.g., Fit3D shipment tracking support).
MUST-HAVES
- 1–2 years’ experience with QuickBooks (strong working knowledge required).
- Prior experience in Accounts Receivable / Collections with client-facing comms
- Proficiency in Salesforce or similar CRM (HubSpot acceptable).
- 1+ years of experience with Stripe, Bill.com, or similar payment platforms.
- Intermediate Excel/Google Sheets skills (VLOOKUPs, pivot tables, and formulas).
- Excellent English verbal and written communication skills — email and phone outreach.
- Familiarity with G Suite and Slack (Drive Social is mid-transition).
- Experience working in start-up or high-growth environments requiring independence, adaptability, and follow-through.
NICE-TO-HAVES
- Familiarity with Hyphen or other credit card processing tools.
- Experience building or maintaining collections playbooks or outreach templates.
- Exposure to e-commerce, marketing, or SaaS-based business models.
- Understanding of subscription billing or recurring payment workflows.
- Experience supporting cross-functional finance teams (AR, billing ops, accounting).
Experience Requirements
Experienced
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