Financial Services Rep Lead

Location: The role will be a hybrid position located in Pasig, Philippines.

Insight at a Glance

• 14,000+ engaged teammates globally
• #20 on Fortune’s World'sBest Workplaces™ list
• $9.2 billion in revenue
• Received 35+ industry and partner awards in the past year
• $1.4M+ total charitable contributions in 2023 by Insight globally

Position Overview

The Financial Services Lead is responsible for the effective resolution of client AR within an assigned portfolio of accounts. Incumbents will serve as the primary point of contact between client and Insight finance department.

What you’ll do at Insight

• Manage a portfolio of large, complex AR accounts, drive collections through calls/emails, resolve invoice issues with internal teams, and maintain accurate documentation.
• Send collection notices, review payment terms with clients, track promised payments, and provi...