- Act as SME for day-to-day OTC operations Billing and Invoicing, billing support, credit collections support, customer queries, and reconciliations/Workday project setup from Salesforce notifications, contract upload, billing schedule creation, document attachment, amendment processing • Manage billable transactions, create, finalize & send the invoice
- Manage assigned customer accounts and follow up proactively on overdue invoices through calls and emails
- Review aging reports, prioritize high-value and high-risk accounts, and execute collection actions in line with the collection strategy.
- Investigate payment delays, short payments, deductions, and disputes; coordinate with Billing, Sales, Cash Application, and customer teams to drive resolution.
- Obtain payment commitments, document collection notes, and follow up until outstanding balances are cleared.
- Support cash application by sharing remittance details and resolving unidentified or unapplied receipts.
- Reconcile customer accounts, statements, invoices, credit notes, and receipts; respond promptly to customer queries.
- Maintain accurate records in Workday and collection trackers; prepare aging, promise-to-pay, dispute, and collection-status reports.
- Meet collection targets and agreed SLA/TAT, quality, compliance,
and productivity standards.
- Follow SOPs, Escalation process and internal controls while maintaining skilled customer relationships and clear documentation.
- Bachelor's or masters degree in commerce, Accounting, Finance, or an MBA.
- More than 5 years of relevant O2C/Accounts Receivable experience, primarily in collections; exposure to cash application and billing is preferred.
- Strong understanding of customer aging, collection follow-up, account reconciliation, dispute management, payment allocation, and credit-risk escalation.
- Working knowledge of Workday ERP/financial application; proficiency in Microsoft Excel and other MS Office tools.
- Strong written and spoken English, Voice call experience; customer-facing communication, negotiation, stakeholder management, and problem-solving skills.
- Ability to prioritize multiple accounts, meet deadlines, work collaboratively across teams, and maintain accuracy under pressure.
- Mandatory to work in US shift: 6:00 p.m. to 3:15 a.m. IST.
If interested ,please share below details at
[email protected]
Total Exp
REL Exp
CCTC
ECTC
Current Location
Preferred Location
Notice
Offer any
OK for Night Shift
📌 OTC Manager-US SHIFT-North Gate -Yelahanka(Bangalore) (Bengaluru)
🏢 Winfort
📍 Bengaluru