The Opportunity
We are seeking a detail-oriented Customer Collections & CRM Analyst to join our team in the Philippines. This role is critical to ensuring our data is accurate and that our customers pay their invoices in a timely manner.
The Customer Collections & CRM Analyst will be customer-facing, and will work closely with Sales, Revenue Operations, Customer Performance, and Delivery to ensure customers are up to date with payments and that their internal CRM data aligns with their current standing as a customer. They must have a customer service mindset, the ability to manage internally, and the ability to work independently while supporting a fast-paced, high-volume sales/service environment.
What You’ll Do
Collections and Customer Data Management (Primary – 70%)
- Follow up with customers regarding late payments.
- Navigate a customer’s current standing through its sales, service, and delivery teams internally, to ensure we have the right contact and contact information
- Work directly with the external Accounting team, learning how Accounting systems work and ensuring that internal systems are in line with external processes.
- Complete deal / Company record completeness in HubSpot, ensuring all required fields are accurately populated and up to date.
- Maintain data integrity across HubSpot, Streetsmart, Airtable, and other internal systems
- Provide updates on customer observations, opportunity progression, and contract status
- Process invoicing and submit accounting forms or billing adjustments
Customer Account Verification & Management (30%)
- Review and confirm customer details, applicable frameworks, and company information
- General data management projects – retroactive reviews, backfilling information, and updating lists of current customer statuses
Who You Are
- 3+ years of experience in customer-facing sales support, deal desk, accounting / collections, or similar roles
- Proven experience working in HubSpot or other CRM
- Experience with Notion for documentation (strongly preferred)
- Exposure to CRM data audits, reporting
- Strong proficiency in Google Workspace (Docs, Sheets, Drive)
- Experience handling contracts, proposals, and sales documentation
- Highly detail-oriented with a strong commitment to data accuracy across multiple systems
- Comfortable working with multiple SaaS tools simultaneously in a fast-paced environment
- Clear and proactive communicator who collaborates effectively with sales teams and stakeholders
- Reliable and self-directed, with the ability to consistently perform in a remote setup
Nice to Have
- Experience with workflow automation or process improvement tools
- Familiarity with SaaS business models and GTM terminology
- Experience supporting high-volume deal environmentsworking
What We Offer
- Career Development: Clear path with mentorship and training opportunities
- Technical Training: Comprehensive onboarding on security and compliance frameworks
- Competitive Compensation: A competitive base salary with regular performance reviews linked to merit-based appraisals and bonus opportunities.
- Growth Opportunity: Early-stage company with significant room for career advancement.
- Remote-First Culture: Flexibility to work from anywhere while collaborating with a global team.
Work Environment Requirements
- Reliable high-speed internet connection.
- Quiet, professional home office setup.
- Must be amenable to working US Eastern Time zone hours.
- Fluency in written and verbal English communication skills.
Workstreet Is An Equal Opportunity Employer
As an equal opportunity employer, Workstreet is committed to providing employment opportunities to all individuals. All applicants for positions at Workstreet will be treated without regard to race, color, ethnicity, religion, sex, gender, gender identity and expression, sexual orientation, national origin, disability, age, marital status, veteran status, pregnancy, or any other basis prohibited by applicable law.