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

• Up to Php 70,000 / hr depending on experience
• Attendance Bonus: for perfect attendance
• Yearly Performance Evaluation
• Anniversary Bonus: PHP 5,000 (1st year), PHP 10,000 (2nd–4th years)
• Referral Bonus: per successful hire
• 7 days Paid Holiday Off
• 6 days Paid Time Off
• Healthcare Plan
• Maternity Leave
• Paternity Leave

• 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).

• 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, , 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.

• 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).

Experienced