Job Description
Own and execute dunning workflows, ensuring all failed or overdue payments are promptly retried, escalated, or resolved. Track, analyze, and manage payment recovery metrics, including retries, success rates, and outstanding balances. Coordinate with Customer Success and Finance teams to proactively reach out to clients with payment issues or upcoming renewals. Propose and manage payment-plan offers or split-payment arrangements for clients showing signs of financial strain. Identify and flag delinquent accounts for review, escalation, or retention follow-up. Maintain accurate, up-to-date records of payment activities in financial systems. Collaborate with the Finance team to ensure payment reconciliation and report accuracy. Analyze financial churn data to detect trends, root causes, and recovery opportunities. Support leadership in refining revenue retention strategies and automating dunning sequences.
About Wing Assistant
Wing Assistant is a company offering virtual assistant services to businesses to streamline operations and increase efficiency.