Collections Specialist

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 Salary: Up to Php 70,000 / $7.hr depending on experience Attendance Bonus: $25/month for perfect attendance Yearly Performance Evaluation Anniversary Bonus: PHP 5,000 (1st year), PHP 10,000 (2nd–4th years) Referral Bonus: $300 per successful hire 7 days Paid Holiday Off 6 days Paid Time Off Healthcare Plan Maternity Leave Paternity Leave CORE TASKS 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). MUST-HAVES 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 , Bill.com , 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. NICE-TO-HAVES 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). Experience Requirements Experienced