Sales/ Collections/ Data Entry ID-6828

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Overview:

We are seeking a detail-oriented and organized Invoice/Collections/Data Entry Specialist to manage invoicing, collections, and data entry processes efficiently and accurately. This role involves generating invoices, following up on outstanding payments, and maintaining accurate records to ensure smooth financial operations. The ideal candidate is proactive, reliable, and thrives in a fast-paced environment.

Key Responsibilities:

Daily & Weekly Operations:

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  • Invoice Management: Create, send, and track invoices for clients, ensuring accuracy and timely delivery.
  • Payment Follow-Up: Proactively contact clients regarding outstanding payments, maintaining a professional and customer-focused approach.
  • Record Maintenance: Update and maintain accurate financial records in accounting and data entry systems.
  • Data Entry: Enter and verify data related to transactions, payments, and account details in the company’s database.
  • Reporting: Prepare daily and weekly reports on invoicing, collections, and payment status for internal review.

Collections:

  • Account Monitoring: Regularly review customer accounts to identify overdue payments and prioritize follow-up actions.
  • Communication: Maintain consistent and clear communication with clients to resolve payment issues or disputes.
  • Escalation: Escalate unresolved issues to management or the appropriate department for further action.

Process Improvement:

  • Workflow Optimization: Identify areas to improve efficiency in invoicing and collections processes.
  • Automation: Assist in implementing tools and software to streamline invoicing and data entry tasks.
  • Compliance: Ensure compliance with financial policies and regulations related to invoicing and collections.

Monthly & Ad-Hoc Responsibilities:

  • Reconciliation: Assist in reconciling accounts receivable and ensuring data accuracy.
  • Special Projects: Support ad-hoc finance or administrative projects as assigned.
  • Audit Preparation: Provide documentation and records to support audits or financial reviews.

Qualifications:

Required:

  • Fluency in English language.
  • Bachelors degree in Finance, Accounting, Business Administration, or a related field, or equivalent experience.
  • 1-3 years of experience in invoicing, collections, or data entry roles.
  • Proficiency in accounting software (e.g., QuickBooks, Xero) and data entry tools.
  • Strong organizational skills with excellent attention to detail.
  • Ability to work independently and meet deadlines in a remote environment.

Preferred:

  • Experience in a fast-paced or startup environment.
  • Knowledge of accounts receivable processes and financial reporting.
  • Familiarity with tools such as Google Workspace, Excel, and CRM systems.

What We Offer:

  • Competitive compensation and flexibility in a remote work environment.
  • Opportunities for career growth and professional development.
  • A collaborative and supportive team culture focused on efficiency and accuracy.

Sales/ Collections/ Data Entry ID-6828

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