Collections Specialist - Makati

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

What You Bring:

• Bachelor’s degree in Finance, Accounting, Business Administration, or any related field.
• At least 2–3 years of experience in collections, accounts receivable, or finance operations.

Skills & Competencies:

• Strong leadership and team coordination skills, even in cross-functional setups.
• Excellent verbal and written communication skills, especially when working with international clients and partners.
• High attention to detail with a proactive and solutions-oriented approach.
• Familiarity with CRM tools, Google Workspace, and quality assurance processes.
• Strong organizational and analytical skills; ability to multitask and prioritize in a fast-paced, dynamic environment.
• Experience identifying process bottlenecks and implementing automation or improvements is a big plus.

Preferred Qualifications:

• Experience working in B2B, offshore, or startup environments.
• Proficiency in NetSuite and/or Xero.
• Proven track record in managing complex client accounts and navigating sensitive payment conversations.
• Background in process automation or improvement initiatives using tools like Knack, Zapier, or similar platforms.

Nice to Have:

• Fluency in financial tools beyond Xero/NetSuite – such as Power BI, Tableau, or Google Data Studio to visualize and report collections metrics.
• Comfort with contract and legal basics – knows how to read a contract and flag payment terms or escalation paths.
• Project management experience – capable of running internal clean-up projects (e.g., invoice audits, policy updates, data migration).

Hiring Process:

We utilize AI tools to enhance our hiring efficiency and ensure a fair evaluation of all candidates. As a result, candidates who passed our initial evaluations should expect an AI Interviewer as a component of our recruitment process. This is supervised by Human Talent Acquisition Experts who will also engage with you throughout your application journey.

What You’ll Get:

At Penbrothers, we are obsessed with creating positive employee experiences. Here you’ll find an environment that nurtures learning and provides opportunities for growth. You’ll have the opportunity to make an impact on fast-growing startups and dynamic companies.

• Meaningful work & Growth: We take every opportunity to stretch ourselves and deliver an excellent client experience.
• Employee as our biggest asset: We are genuinely invested in our people’s career and welfare.
• Global reach & local impact: Get to work with high-growth startups and dynamic companies from the comfort of your own home.
• Powering global startups: We’ve created 1,400 Filipino jobs that empower global start-ups to focus on growth.

You may just be the right fit for this or other roles.