Financial Onboarding Specialist

13 hours ago

Bareilly, Uttar Pradesh, India beBeeFinance Full time ₹ 9,00,000 - ₹ 11,00,000

Job Title: Accounts Receivable Specialist

About the Role

We are seeking a detail-oriented and proactive professional to manage our accounts receivable and client onboarding functions.

This critical, front-facing role involves handling billing, collections, client verification, and ensuring smooth onboarding of our clients.

Key Responsibilities
  • Generate and share client invoices on time; track and follow up for payments.
  • Monitor outstanding dues and ensure payments are received as per defined terms.
  • Conduct client verification (address, phone, email) and upload KYC data to internal systems.
  • Follow up for overdue payments; identify potential defaulters and escalate when necessary.
  • Maintain accurate documentation for all billing and onboarding activities.
  • Ensure every client interaction is pleasant and business-focused, contributing to long-term relationships.
  • Coordinate with internal teams (Accounts, Sales, Operations) as needed.
What You Will Gain
  • Be part of a stable and growing organization in the IT rental & service space.
  • Work directly with leadership team in a role that has clear business impact.
  • Opportunity to grow in finance, operations, or client servicing functions.

The ideal candidate will have an accounting background, strong Excel/SAP skills, and a professional, customer-friendly approach.

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