Key Responsibilities
Collections & Accounts Receivable Support
- Review weekly aging reports to identify overdue accounts.
- Send reminder emails to customers regarding pending payments.
- Make outbound calls to customers to discuss outstanding invoices and payment commitments.
- Follow up on promised payment dates and update collection notes.
- To share payment plans with customers.
- Escalate critical accounts or disputes to the client and internal stakeholders.
- Monitor accounts by aging buckets.
Business Operations (BizOps) Support
“To learn and process every workflow under Bizops”
- Create and update promotional deals in the client platform.
- Perform product linking activities to map products accurately.
- Process cancellations and make necessary updates in the system.
- Coordinate and upload marquee creatives and promotional assets.
- Prepare and maintain operational reports and trackers.
- Conduct data validation and quality checks to ensure accuracy, etc.
Customer Communication
- Respond to customer queries related to invoices, billing discrepancies, and account balances.
- Draft professional and courteous emails.
- Coordinate with customers to obtain payment confirmations and remittance advice.
- Maintain a positive customer experience while ensuring timely collections.
Client Communication
- Participate in regular calls/chat with the client via Teams/Slack.
- Share updates on collection progress, risks, and unresolved issues.
- Handle client instructions accurately and within agreed turnaround times.
- Raise queries with client when required.
System & Process Management
- Work on platforms such as Gmail, Zendesk, Salesforce, Zuora, Tableau, Sailthru, Google Sheets, and other client-specific tools.
- Update customer interaction notes and account status in internal and client systems.
- Track completed actions and maintain proper audit trails.
- Follow standard operating procedures (SOPs) and quality guidelines.
Performance & Compliance
- Meet daily and weekly productivity targets.
- Maintain high levels of accuracy and professionalism.
- Ensure data confidentiality and compliance with company policies.
Required Skills & Competencies
Communication Skills
- Excellent verbal and written communication skills in English.
- Neutral accent with confidence in speaking to US-based customers.
- Ability to handle difficult conversations professionally.
- Strong email drafting and business communication skills.
Functional Skills
- Basic understanding of accounts receivable and collections.
- Strong follow-up and negotiation skills.
- Good analytical and problem-solving ability.
- Attention to detail and high accuracy.
Technical Skills
- Proficiency in Microsoft Excel and Google Sheets.
- Experience with CRM or ticketing tools such as Salesforce and Zendesk.
- Experience with tools like Zuora, Tableau, and Sailthru is preferred.
- Comfortable working with multiple systems simultaneously.
Eligibility Criteria
- Graduate in Commerce, Finance, Business Administration, or any discipline.
- 2 - 3 years of experience in collections, customer service.
- Must be from BPO US voice process.
- Experience supporting international clients, especially US clients is a must.
Pay: ₹37,000.00 - ₹42,000.00 per month
Work Location: In person
