- Engage with clients via chat, email, and phone to facilitate timely monthly subscription renewal payments
- Follow up on pending payments and provide gentle reminders to clients
- Collect proof of payments and accurately record transactions in the client database
- Assist in generating invoices and quotations based on client requests
- Address client inquiries regarding accounts, payment history, subscriptions, availed package details, and other finance-related matters
- Prepare and distribute Statements of Account to clients monthly via email
- Conduct regular calls to clients and maintain open lines of communication
- Collaborate with the finance team and other departments to ensure smooth operations and cascade necessary information as needed
- Contribute to the upkeep and accuracy of the client database, financial transactions, payment trackers, etc.
- Participate in tracking and monitoring financial performance, KPIs, churn, competitor activity, and the like to identify strategic opportunities for financial and operational growth as well as client acquisition and retention