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Financial Operations Specialist

Financial Operations Specialist

Truecaller

6 - 11 years

8 - 13 Lacs

bengaluru

Posted:1 hour ago| Platform:

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Skills Required

health insurance data analysis erp operational excellence financial analysis billing customer retention issue resolution crm business operations

Work Mode

Work from Office

Job Type

Full Time

Job Description

Revenue Lifecycle Management:

Develop and manage strategies to increase customer retention, improve upselling and cross-selling efforts, and reduce churn.
Work closely with customer success to ensure a smooth transition from sales to customer onboarding and retention.

Continuous Improvement:

Continuously evaluate the effectiveness of revenue operations processes and identify opportunities for improvement.
Stay up-to-date on industry trends and best practices to enhance the effectiveness of the team.

Cross-Departmental Collaboration:

Partner with sales, marketing, customer success, and finance teams to align processes and improve revenue generation.
Ensure smooth communication and cooperation between teams, focusing on the flow of leads, opportunities, and customer data.

Collections Management:

Manage the collections process by tracking and reconciling customer payments.
Monitor accounts to ensure timely collection of outstanding invoices.
Follow up with customers via email and calls to ensure prompt payments.
Apply customer payments and reconcile accounts to maintain accurate financial records.
Reconcile AR balances, identify discrepancies, and resolve payment issues.
Maintain accurate records of customer communications and collection efforts.
Collaborate with sales, finance, and legal teams to manage credit limits and resolve disputes.
Work with external auditors and provide necessary documentation during audits.
Ensure adherence to company policies, accounting standards, and regulatory requirements.
Identify opportunities to streamline and improve AR processes for efficiency..
Communicate discrepancies to the cross-functional team, identify slow-paying customers, and recommend collection candidates.
Contacting delinquent customers via telephone and email and maintaining consistent follow-up with these accounts in accordance with established performance matrix
Strengthen and grow relationships with clients by communicating with customers regarding past-due accounts
.

Cross-Functional Collaboration:

Work closely with the business operations and sales teams to gather information for collections activities
Collaborate with the internal team to reconcile customer accounts and address any outstanding issues.
Liaise with the sales and business operations team to resolve any customer concerns or disputes related to billing & operations
Handling

Advanced Excel Analysis:

Utilise the advanced Excel functions and formulas to analyse collection data, identify trends, and generate reports.
Develop and maintain Excel spreadsheets to track and monitor collection metrics and key performance indicators (KPIs).
Create customized reports and presentations to communicate collection progress to stakeholders.

Customer Issue Resolution:

Investigate and resolve customer inquiries, disputes, or complaints related to billing promptly and effectively.
Collaborate with internal teams to resolve complex or escalated customer issues promptly.

What we are looking for:

6+ years of experience in revenue operations, sales operations, or related roles, preferably in SaaS or tech companies.
Proven experience working with CRM systems (Salesforce, Charge bee, etc.)
Strong understanding of sales processes and a proven track record of aligning cross-functional teams.
Bachelor s degree in Finance, Accounting, Business Administration, or a related field (preferred)
Strong proficiency in Microsoft Excel, including advanced functions, pivot tables, and data analysis.
Excellent attention to detail and strong problem-solving skills.
Effective communication and interpersonal skills to collaborate with cross-functional teams.
Ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment.
Self-motivated and positive attitude.

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