Accounting Operations Specialist

As an Accounting Operations Specialist, you will play a crucial role in supporting our finance and accounting functions by managing various billing and account-related tasks. You will ensure the accuracy and efficiency of our operations by maintaining detailed account records, communicating effectively with clients, and processing payments and invoices. This position is ideal for someone who thrives in a structured environment, enjoys working with data, and is comfortable handling client communications.

Company Benefits:

Work-from-home setup
Incentives
Holiday leaves and paid time off
Healthcare plan
Salary range: PHP 60,000–70,000/month
Must-Haves:

At least 3+ years of experience supporting finance/accounting functions
1+ year of experience with Zendesk or similar software
1+ year of experience with SaaSOptics or similar tools
Strong English verbal and written communication skills, with confidence and willingness to make outbound calls
Intermediate proficiency in Excel/Google Sheets for data entry
Proven ability to follow role-related process documents with minimal to no errors
Availability to work in any US time zone
Core Tasks:

Thoroughly review and understand each client's account history, including payment patterns, outstanding balances, and previous communications.
Utilize account data to prepare personalized client interactions.
Maintain accurate and detailed records of all accounts and collection efforts.
Document interactions systematically to track progress effectively.
Perform proactive outreach to clients regarding pending bill due dates as needed.
Conduct reactive outreach to clients with delinquent bills as necessary.
Handle inbound and outbound calls related to accounts or billing inquiries and verifications.
Administer and support finance-related tasks such as:
Ticket management in Zendesk
Responding to billing queries
Payment processing and verification
Payment reconciliation
Adjusting payment plans
Managing contracts
Generating and managing invoices
Updating transactions
Maintaining billing contacts
Executing cancellation processes
Sending documents
Activating or deactivating accounts