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Hiring for profile -O2C Collections and Upselling Executive

Job Title: Senior Associate

Location: Gurgaon

Department: Collections(O2c)

Shifts- Rotational(us shift)

Position Overview:

We are seeking an experienced O2C Collections and Upselling Executive to join our dynamic finance team. This individual will manage the entire collections process, ensuring that overdue payments are effectively followed up and resolved. Additionally, the executive will play a crucial role in identifying upselling opportunities to increase revenue while maintaining strong relationships with internal departments such as Sales, Billing, and Cash Applications.

Key Responsibilities:

Collections Management:

1. Collection Activities: Perform all duties of the collector role, including making calls, sending emails, and following up with customers to collect overdue payments.
2. Account Reconciliation: Resolve complicated account issues, requiring scheduled calls with customers, sales teams, and clients to ensure accurate account balances and payment terms.
3. Daily AR Aging Review: Review the AR aging report on a daily basis, monitor outstanding accounts, and escalate high-risk items to management as needed.
4. Credit Card Payments: Process and manage payments via credit cards, ensuring timely and accurate recording of all transactions.
5. Invoice Uploading: Upload invoices to external portals (e.g., SPS, Amazon, etc.) for processing and tracking.
6. Template Creation for Cash Applications: Develop and manage templates for efficient cash applications and ensure smooth transaction matching.
7. Cash Payment Matching: Match incoming cash payments to corresponding invoices and maintain an up-to-date record of all payments.

Upselling and Revenue Generation:

1. Identifying Upselling Opportunities: Proactively engage with customers during collections calls to identify opportunities for upselling products or services to increase revenue.
2. Collaboration with Sales Teams: Work closely with the sales team to identify cross-selling and upselling opportunities that could benefit both the customer and the company.
3. Customer Relationship Management: Build and maintain strong relationships with customers, creating a positive experience while ensuring payment collection.
4. Achieving Upselling Targets: Meet or exceed monthly and quarterly upselling and revenue generation targets as set by management.

Required Qualifications:

• Education: Bachelors degree in Business Administration, Finance, Accounting, or a related field.
• Experience:
• 2 years of experience in O2C, collections, or a similar finance/sales role.
• Proven experience in handling complex collections issues and achieving upselling targets.
• Skills:
• Expertise in Excel, including the use of Pivot Tables, Charts, and advanced formulas for data analysis and reporting.
• Strong communication skills, both written and verbal, for effective customer engagement and collaboration.
• Experience using Synergy or similar ERP systems.
• Ability to reconcile account discrepancies and resolve billing disputes efficiently.
• Languages: Proficiency in English and [any other languages as required].

Preferred Qualifications:

• Experience with customer portals such as SPS and Amazon for uploading invoices and managing payment processes.
• Familiarity with cash applications and matching payments accurately.
• Prior experience in coaching or mentoring team members.

If Interested kindly connect on ashina.aggarwal@wns.com