About the position
Responsible for achieving collection targets, ensuring accuracy of monthly billing. Prepare monthly commission reports and resolve customer queries.
Key Performance Areas:
- Monthly billing 35%
- Achieve Collections within Debtors Days 25%
- Sales Commission reports 15%
- Maintain Customer Relationships 15%
- Teamwork 10%
Competency Requirements for Position
Knowledge:
- Knowledge of debtors follow up function
- Sound knowledge of accounting principles (debits and credits)
Skills:
- Computer skills, including advanced Excel skills and basic proficiency in SAP
- Communication skills in English (verbal and written)
- Strong reconciliation skills
Behavioral:
- Customer Responsiveness
- Assertive
- Team Player
- Attention to detail
- Numerical reasoning
- Deadline driven
- Accurate
- Conflict handling Skills
- Problem Solving Strong negotiation skills
Minimum Qualification:
- Matric and 3 year credit management qualification, or equivalent
Minimum Experience:
- 3-5 years’ experience in credit management environment
Job Grade:
Key Stakeholder Relationships
Internal
- Sales staff and management
External
Key Performance Areas & Indicators
Monthly Billing
- Update re-occurring invoice template, run monthly invoices and email to Customers on time - Accurate information, within deadlines
- Ensure sales order matches the signed Schedule of Service or Customer Contract on new services, before processing invoice - Accurate information on system
- Verify all required details is accurately captured on sales orders, e.g. end user, country, retention sales manager etc. - Accurate information by country
- Ensure billing for all new orders, cancellations, upgrades, downgrades, renewals and moves - Processed accurately and timeously
- Compile Month end reporting e.g. New Business report, Credit Notes and SLA credit reports and submit for review by Financial Manager - Accurate, on time reporting
Achieve Collections within Debtors Days
- Assist credit controller on cash collections. Achieve a minimum monthly target
- 95% of cash target
- Overdue to be less than 3% of outstanding book
- Debtors collected within 45 days
- Attend weekly debtors meetings with sales and finance teams, to raise and resolve any billing queries, and to ensure debt is collectable - Minutes kept of agreed action steps, and actions followed through.
- Work closely with Contract Managers on Customer accounts in arrears - Accurate feedback on a weekly basis
Sales Commission Reports
- Update the commission reports with required information and send to the Financial Manager for authorization - Accurate information, within deadlines
- Ensure that the commission reports are completed and sent to the COO and Sales Director within two days after month end. - Accurate information, within deadlines
- Resolve all commission queries in a friendly manner and as timeously as possible. - Feedback from Sales
- Update New and Retention business information on SAP as and when required. - Accurate information
Maintain Customer Relationships
- Send new Customer confirmation to Sales department - Before first transaction is processed
- Send documents to Customers when requested i.e. credit notes, invoices and statements - Feedback from Customers
- Obtain written consent from Customer for any changes or updates - Customer feedback
- Resolve all Customer queries in a friendly manner and as timeously as possible - Feedback from Customers
- Maintain an accurate, up to date history of all queries - Available, whenever requested
Teamwork
- Work with colleagues to achieve overall team goals - Demonstrate willingness to assist others
- Highlight problems and work with team to find solutions - Suggest solutions instead of problems
- Take personal ownership of problems - Go the extra mile for the Customer
Desired Skills:
- Monthly billing
- Debtors Days
- Sales Commission reports
- accounting principles
- credit management
