Customer Credit Specialist

5 days ago


Hyderabad, Telangana, India beBeeCreditManagement Full time ₹ 8,00,000 - ₹ 12,00,000

This is a Credit Management role that involves performing day-to-day collections/disputes and credit management operations while meeting agreed service levels.

Main Responsibilities
  • Follow up on past due invoices for assigned customer accounts.
  • Send statements of account, email invoice copies, request backup support, and resolve disputes on account.
  • FOLLOW UP ON CUSTOMER DISPUTES, CUSTOMER QUERIES, AND ANALYSE DISPUTES for assigned customer accounts.
  • Work between departments to get a resolution and communicate effectively with customers.
  • Research partial payments, invalid deductions, unallocated cash, and open credit memos on customer accounts.
  • Perform account reconciliations to ensure payments and credit memos are applied to the correct invoices and work with cash applications to rectify any errors in postings.
  • Deliver quality customer service by researching and responding to all internal & external partner inquiries within the agreed threshold.
  • Participate in portfolio reviews, share with managers the current updates on assigned portfolio to track the progress on aged debt, disputes, unallocated cash, and credit memos, any bottlenecks, help needed and participate in the regular governance agreed with client.
  • Ensure meeting the past due, collections targets assigned as per the portfolio.
  • Respond to escalations, coordinate with manager for next level escalation through proper documentation and necessary backups.
  • Provide support on any specific reporting activities within or towards the month end.
  • Assist sales team with the queries/tickets raised on servicenow and sharepoint related to credit holds, customer modifications, invoice, payment queries, unallocated cash, credit memos, refunds, credit, and rebill, etc.
  • For credit enhancement/hold related requests, do proper due diligence in line with the agreed and established process and present findings to the management to take appropriate action.
  • SUPPORT AT THE MONTH END on invoice status including but not limited to invoice consolidation, running reports for the flagged customers.
  • Should be able to conduct credit assessments for new account requests as well for existing customer and update ax.
  • Review the orders on hold, identify the reason, work towards it and communicate to sales and customers with reasons clarify what mean by orders on hold team must update the sales & customer for the orders which are on hold due to non-payment of invoices/insufficient credit limit.
  • Perform credit check for existing customers using tools that may include but not limited to d&B, online research, financial statement review, etc. and inform sales if customer is eligible for credit raise or not.
Required Skills and Qualifications
  • Excellent communication and interpersonal skills.
  • Strong analytical and problem-solving skills.
  • Able to work under pressure and meet deadlines.
  • Ability to build strong relationships with customers and internal stakeholders.
  • Proficient in Microsoft Office Suite.
  • Ability to work independently and as part of a team.
Benefits
  • Potential for career growth and development.
  • Ongoing training and support.
  • Competitive salary and benefits package.
Others
  • Opportunity to work in a dynamic and fast-paced environment.
  • Collaborative and supportive team culture.

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