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Collections & Cash Flow Virtual Assistant (Accounts Receivable Specialist)

Scale VirtuallyRemote — Philippines
Remote Full-time

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Experience Level

Experience

Qualifications

QualificationsTo be successful in this role, candidates should possess strong communication skills, a proactive mindset, and the ability to handle objections effectively. Experience in collections or accounts receivable is highly desirable. Familiarity with QuickBooks Online is a plus.

About the job

As a Collections Virtual Assistant focused on cash flow management and accounts receivable within the construction sector, your primary goal is to ensure the timely movement of cash flow. This role is pivotal in guaranteeing that invoices are promptly issued, payments are diligently followed up on, and overdue balances are consistently monitored.

This position is proactive and requires direct engagement with clients to secure payments. If you are hesitant to engage in payment discussions or shy away from following up on delayed payments, this role may not be suitable for you.

Key Responsibilities

  • 1. Ownership of Collections: Proactively reach out to clients regarding overdue and upcoming payments via phone and email. Lead conversations with confidence and clarity until payment is secured.
  • 2. Invoice Management: Collaborate with Project Managers to promptly trigger invoices post-project completion, ensuring accuracy to prevent delays.
  • 3. Cash Flow Monitoring: Maintain an active cash flow calendar, tracking expected payments and overdue accounts, providing management with visibility into cash flow status.
  • 4. Payment Follow-Up System: Establish and uphold a structured approach to collections follow-ups, employing effective communication strategies to engage non-responsive clients.
  • 5. Basic Bookkeeping Support: Enter financial data into QuickBooks Online as required.

About Scale Virtually

Scale Virtually specializes in providing virtual assistance services to businesses, focusing on efficiency and client satisfaction. We are dedicated to helping companies streamline their operations and enhance productivity.

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