Revenue Specialist Team Lead

hace 3 semanas

Monterrey, México WWEX Group A tiempo completo

PURPOSEThe Team Lead serves as the third level escalation point for all customer billing and invoice issues. Serves as the liaison between the customer, our sales team and all other internal departments. Focuses on maintaining good rapport with customers and provides additional support to the team of Collectors. Actively monitors and resolves large past due balances, maintains accurate records and communication with the customers.ESSENTIAL DUTIES & RESPONSIBILITIES- Performs collection duties associated with outstanding balances and delinquent accounts.- Keeps detailed notes on customer accounts to ensure continued follow up for account resolution- Meets KPI Standards as per the company procedures- Handles all special invoicing and escalated accounts with high dollar balances and works with Sales and Operational Management to resolve- Responsible for handling customer questions and complaints regarding invoicing.- Keeps up to date on Operational department changes and/or systems- Assists customers with internal system navigation: i.e Speedship, Payment Portal- Provides explanation of account charges and credits to customers, sales and management.- Actively works to convert customer payment methods to electronic/autopay- Processes point of sale payments, handles confidential customer banking and credit card information and maintains PCI compliance.- Communicates payment issues or past due balances with the sales team.- Remedies returned, declined and fraudulent payments that occur- Researches customer accounts misapplied/unpaid payments.- Arranges payment plans for customers that would otherwise be sent to an outside collection’s agency and performs review of accounts over 8 weeks delinquent.- Provides approval of credits and write-offs and necessary.- Helps facilitate the data gathering and research needed to assist legal with bankruptcies and settlements.- Helps file the proof of claims and file preparation for management.- Works closely with team members to create ways to bring in additional revenue- Monitors suspended accounts for payment for the purpose of reactivation.- Handles moderately complex issues and problems and refer more complex issues to management decision makers.- Responsible for mentoring and training Collection Specialists as needed on standard operating procedures.- Participates in departmental meetings to improve processes/procedures- Runs credit checks through DNBi new TL deals as well as existing customer base- Takes appropriate action with delinquent accounts and initiates calls to customers to collect payments and settle accounts.- Understands the field's concepts, practices, and procedures.REQUIRED KNOWLEDGE/SKILLS/ABILITIES- Customer service- Strong Verbal and written communication- Critical thinking- Problem solving- Organized- Persuasive- Negotiations- Resourceful- Time management- Analytical- Leadership- Knowledge of red flags.- Knowledge of industry.- Knowledge of collections.- ACH autopay experience**QUALIFICATIONS**:- Bachelor’s degree in finance, accounting or equivalent preferred.- Minimum of 2 years prior billing, customer service and or collections experience.

  • Revenue Management Specialist

    hace 4 semanas

    Monterrey, México Axented A tiempo completo

    This function is a Revenue Management Sr. Analyst (Customer Success Specialist) responsible for accurately processing the correct use of the SaaS tool, defining, developing, and helping to implement Revenue Management strategies. Analysis, interpretation, and actions related to product pricing, promotional pricing, understanding of shoppers and clients by...

  • Revenue Management Specialist

    hace 3 semanas

    Monterrey, México Axented A tiempo completo

    This function is a Revenue Management Sr.Analyst (Customer Success Specialist) responsible for accurately processing the correct use of the SaaS tool, defining, developing, and helping to implement Revenue Management strategies.Analysis, interpretation, and actions related to product pricing, promotional pricing, understanding of shoppers and clients by...

  • Revenue Growth Management Lead

    hace 2 semanas

    Monterrey, México British American Tobacco A tiempo completo

    **BAT is evolving at pace - truly like no other organisation.****To achieve the ambition, we have set for ourselves, we are looking for colleagues who are ready to live our ethos every day. Come be a part of this journey!****BAT MEXICO IS LOOKING FOR A REVENUE GROWTH MANAGEMENT LEAD****SENIORITY LEVEL**:Manager**FUNCTION**: Global Business...

  • Revenue Growth Management Lead

    hace 2 semanas

    Monterrey, México British American Tobacco A tiempo completo

    **BAT is evolving at pace - truly like no other organisation.** **To achieve the ambition, we have set for ourselves, we are looking for colleagues who are ready to live our ethos every day. Come be a part of this journey!** **BAT MEXICO IS LOOKING FOR A REVENUE GROWTH MANAGEMENT LEAD** **SENIORITY LEVEL**:Manager **FUNCTION**: Global Business...

  • Invoicing Team Lead

    hace 1 semana

    Monterrey, México AMS A tiempo completo

    **About Us**: We are AMS. We are a talent solutions business. Working with clients across the globe, we have learnt what it takes to build a high performing employer. It starts with talent; sourcing, selecting and keeping the right people in the right jobs. To do this well, you need unmatched expertise in digital innovation, and a deep understanding of the...

  • Revenue Specialist I

    hace 4 semanas

    Monterrey, México Worldwide Express A tiempo completo

    PURPOSEThe Revenue Specialist I serves as the first point of contact for customer billing issues and past due balances. They work to ensure timely repayment plans are made and collection efforts are handled correctly to minimize revenue loss. They will focus on monitoring and resolving past due balances, to ensure new customers are set up correctly for...

  • Revenue Specialist I

    hace 18 horas

    Monterrey, México Worldwide Express A tiempo completo

    PURPOSE The Revenue Specialist I serves as the first point of contact for customer billing issues and past due balances. They work to ensure timely repayment plans are made and collection efforts are handled correctly to minimize revenue loss. They will focus on monitoring and resolving past due balances, to ensure new customers are set up correctly for...

  • Lead Management Specialist

    hace 6 días

    Monterrey, México Hexagon Manufacturing Intelligence A tiempo completo

    **About the role**: We're looking for a **Marketing Operations Specialist**who will own and optimize the **entire lead management process**—from first touch to conversion. This role is perfect for someone who loves **digging into data, streamlining workflows, and collaborating cross-functionally** to ensure our sales and marketing engine runs at peak...

  • Lead Management Specialist

    hace 6 días

    Monterrey, México Hexagon Manufacturing Intelligence A tiempo completo

    **About the role**:We're looking for a **Marketing Operations Specialist**who will own and optimize the **entire lead management process**—from first touch to conversion. This role is perfect for someone who loves **digging into data, streamlining workflows, and collaborating cross-functionally** to ensure our sales and marketing engine runs at peak...

  • Team Lead

    hace 3 semanas

    Monterrey, México DataArt A tiempo completo

    Client: Our client is a leading provider of technology-enabled services.Project overview: The project's technology-driven services establish the quality, efficiency, and value benchmark in the insurance industry. With a unique blend of people, technology, and expertise, the project consistently handles millions of insurance transactions annually for its...