Job closed.
Job Description
- Engage with clients via chat, email, and phone to facilitate timely monthly subscription renewal payments
- Follow up on pending payments and provide gentle reminders to clients
- Collect proof of payments and accurately record transactions in the client database
- Assist in generating invoices and quotations based on client requests
- Address client inquiries regarding accounts, payment history, subscriptions, availed package details, and other finance-related matters
- Prepare and distribute Statements of Account to clients monthly via email
- Conduct regular calls to clients and maintain open lines of communication
- Collaborate with the finance team and other departments to ensure smooth operations and cascade necessary information as needed
- Contribute to the upkeep and accuracy of the client database, financial transactions, payment trackers, etc.
- Participate in tracking and monitoring financial performance, KPIs, churn, competitor activity, and the like to identify strategic opportunities for financial and operational growth as well as client acquisition and retention
Minimum Qualifications
- Experience in finance, accounting, business administration, payment collection, or related fields
- Strong communication and negotiation skills as well as the ability to handle client interactions effectively
- Detail-oriented and proficient in maintaining accurate records
- Comfortable making calls and using various communication channels
- Bonus if proficient in using Google Sheets, including formulas for automations
- Ability to multitask and manage deadlines effectively
- Previous experience in customer service or finance roles is a plus
- Enthusiasm for contributing to a positive and collaborative work culture
- Good analytical, critical, and strategic skills
- Great planning and problem-solving skills
Perks and Benefits
Work from Home
Single Parent Leave
Medical / Health Insurance
Paid Sick Leave
Stock Options
Performance Bonus
Paid Bereavement/Family Leave
Paid Holidays
Paid Vacation Leave
Maternity & Paternity Leave
Medical, Prescription, Dental, or Vision Plans
Jobs Summary
- Job Level
- Entry Level / Junior, Apprentice
- Job Category
- Administration and Coordination
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Always
- Office Address
- LaunchGarage, Quezon City, Eastwood, Metro Manila, Philippines
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About UTAK POS
UTAK POS (www.utak.ph) is one of Asia's leading Cloud POS + Inventory Management Fintech Start-ups, helping business owners manage their real-time sales, inventory, employee attendance, and much more, and all you need is a tablet and subscription! We even provide a FREE e-commerce platform, so they can take your business online and get your own website to start accepting orders and payments!
We're also an award-winning, proudly Filipino Fintech Start-up built from scratch in Manila to support MSMEs (Micro, Small, and Medium Enterprises) with affordable technology solutions like cloud-based POS (point of- ale) inventory, time attendance, and e-commerce software on an iPad/Tablet or phone. Our social mission and advocacy is to help local businesses grow, so they can create more jobs, which reduces poverty and supports the local economy.
We serve thousands of clients across the Philippines in industries as diverse as cafes, restaurants, food kiosks, franchises, milk tea stores, retail, services, pharmacies, spas, groceries, and sari-sari stores.
Our work culture is friendly, fun, entrepreneurial, and humble. We believe in continually training, rewarding, encouraging, and supporting every member of our team to realize their full potential and become the best version of themselves. If that sounds like a company you would be interested in working at, do come and join us!