AR Calling(VOICE)

Roles and Responsibilities:

• Accounts Receivable Follow-up

  : Contact clients via phone calls to follow up on overdue accounts, outstanding invoices, and payment status.

• Invoice Clarification

  : Discuss and clarify any discrepancies or issues related to invoices, payment terms, and billing with clients.

• Payment Negotiation

  : Negotiate payment plans with clients and assist them in understanding their obligations, offering solutions where applicable to secure payments.

• Client Communication

  : Establish and maintain positive relationships with clients while ensuring that payment terms and schedules are adhered to.

• Payment Reminders

  : Place reminder calls and communicate to clients regarding their outstanding balances, ensuring timely payments to avoid further escalation.

• Documentation and Reporting

  : Accurately record all conversations, actions taken, payment commitments, and promises in the system for future reference and reporting.

• Escalation Handling

  : Escalate unresolved issues or disputes to the appropriate department (e.g., collections, billing, or management) when necessary.

• Dispute Resolution

  : Address any disputes or concerns regarding billing or payment, working to resolve them swiftly and professionally.

• Compliance

  : Ensure all AR calling activities comply with company policies, procedures, and legal regulations, maintaining professionalism during calls.

• Data Maintenance

  : Keep client records up-to-date, ensuring that payment statuses and customer communication are accurately logged.

• Collaboration with Internal Teams

  : Collaborate with the finance, accounting, and billing departments to obtain necessary details or documents required for client follow-up.

• Customer Service

  : Provide excellent customer service to clients, answering their questions and concerns with clarity, empathy, and professionalism.

Skills and Qualifications:

• Excellent Communication Skills

  : Strong verbal communication skills to effectively handle conversations with clients and explain payment details clearly.

• Persuasion & Negotiation

  : Ability to diplomatically negotiate with clients to ensure timely payments while maintaining positive client relationships.

• Problem-Solving

  : Ability to resolve disputes and concerns professionally, finding solutions that satisfy both the company and the client.

• Attention to Detail

  : Ability to accurately document payment statuses, agreements, and conversations in the system.

• Time Management

  : Ability to manage multiple clients and calls simultaneously, following up on multiple accounts while meeting KPIs and deadlines.

• Customer-Oriented

  : Professional demeanor and customer-oriented approach in managing both delicate and routine payment issues.

• Familiarity with AR Systems

  : Experience working with Accounts Receivable or CRM systems (e.g., SAP, Oracle, Salesforce) to manage calls, payments, and client data.

• Team Collaboration

  : Ability to work effectively with other team members, departments, and management to ensure smooth operations.

• Multitasking

  : Capability to handle multiple calls and responsibilities at once while ensuring efficiency and accuracy.

• Adaptability

  : Ability to work in a fast-paced, target-driven environment while adapting to changes in client needs, systems, or processes.

• Knowledge of Billing and Payment Terms

  : Understanding of common billing and payment cycles, as well as typical accounts receivable processes.