06 oct
|
Elevate and Delegate
|
México
06 oct
Elevate and Delegate
México
Work Schedule: Monday–Friday, 9:00 AM–5:00 PM U.S. Eastern Time
Work Arrangement: Remote
Industry: Restaurant / Franchise / QSR Technology & Services
Key Responsibilities
Outbound Collections• Contact customers by phone, email, and text regarding past-due balances.
• Secure payment or a firm commitment to pay and follow up until the balance is resolved.
• Prioritize daily collection activities based on account balance, aging, and collection tasks.
• Track promises to pay and follow up on the date the payment is due.
• Maintain professional and courteous communication throughout the collections process.
Collections Task Management• Work through automated collections tasks in NetSuite or other systems on a daily basis.
• Complete first reminders, second reminders, and sales representative escalations as required.
• Keep collection tasks current, accurately documented, and properly closed.
• Ensure accounts are progressed through the appropriate escalation process.
Contact Verification & Account Maintenance• Verify and update billing and accounts payable contacts,
phone numbers, and email addresses.
• Ensure invoices and payment communications reach the appropriate contact.
• Research account information and identify closed locations, ownership changes, duplicate records, or test accounts.
• Coordinate account cleanup and updates with the Accounting team.
Payment Support & Issue Resolution• Assist customers with online payment processes.
• Resend invoices, statements, and other payment documentation as needed.
• Confirm and document payments received.
• Identify reasons for unpaid balances, including missing purchase orders, disputed charges, incorrect contacts, or unapplied credits.
• Route disputes, credit requests, payment plans, and other issues to the appropriate Accounting or Sales team member.
Documentation & Reporting• Maintain accurate and detailed records of all customer interactions in NetSuite.
• Document calls, emails, payment commitments, account upd
📌 Collection Specialist (México)
🏢 Elevate and Delegate
📍 México