Offer summary

Qualifications:

Proven experience in collections or accounts receivable management., Strong communication skills, both verbal and written, with a client-centric approach., Familiarity with financial software such as NetSuite and Xero is preferred., Ability to analyze data and recommend process improvements..

Key responsibilities:

Manage the collections process by monitoring aging reports and following up on overdue accounts.

Initiate contact with clients to ensure timely payments while maintaining professionalism.

Collaborate with internal teams to resolve discrepancies and ensure accurate account reconciliation.

Prepare reports on collection status and recommend action plans based on trends.

Job description

PEN25699

About Penbrothers:

Penbrothers is an HR & remote talent management partner and one of the fastest growing companies in the Philippines. We provide talented Filipinos with global opportunities in high-growth startups and dynamic companies, from the comfort of their own homes.

About the Role:

As a Collections Specialist, your impact goes beyond recovering payments—you’ll play a vital role in improving cash flow, strengthening client partnerships, and streamlining internal processes. If you’re proactive, tech-savvy, and client-centric, we’d love to work with you.

What you’ll do:

Own and manage the collections process by proactively monitoring aging reports and following up on overdue accounts.
Initiate client contact through email, phone, or other platforms to ensure timely payments—while maintaining a professional, empathetic tone.
Collaborate with Customer Success Managers, CS Operations, and Finance teams to resolve invoice discrepancies and ensure accurate account reconciliation.
Negotiate and document payment plans where appropriate, ensuring terms are realistic and followed through.
Escalate unresolved or delinquent accounts based on internal protocols, balancing urgency with client relationship management.
Maintain thorough documentation of all collection activities in systems like NetSuite, Xero, and internal databases.
Prepare regular reports on collection status, risk accounts, and resolution progress; flag trends and recommend action plans.
Recommend and implement process improvements or automation opportunities, especially those that reduce manual work or accelerate cash flow.
Support the optimization of billing-to-collection workflows by integrating tools like Xero, NetSuite, and automation platforms (e.g., Zapier, Zoho, Google Workspace).
Stay updated on best practices, policies, and compliance standards related to B2B collections and offshore service billing.
Take on additional finance-related tasks as needed to support team and company goals