Payment Solutions Associate

Payment Solutions Specialist

At Boundless | RapidVisa Phils. Inc.

Cebu, Philippines

Department: Finance & Strategy - Payment Solutions Team, AR

Our Company

We're a team of immigrants and experts who have struggled with our own journeys through the complex, high-stakes U.S. immigration system. That is why we are building deeply customer-centric products and experiences to become the default trusted partner for all families through their entire immigration journey and their first ten years of life in a new country.

Since 2020, Boundless has become the largest player in the family immigration industry, helping tens of thousands of families every year achieve their dreams and becoming the first brand in an industry that has never had one before.

We're backed by influential early-stage venture investors around the country, including Foundry Group (led by Brad Feld), Emerson Collective (Laurene Powell Jobs' foundation), Pioneer Square Labs, Two Sigma Ventures, Trilogy Equity Partners, and Jerry Yang, and are well-capitalized for years of growth.

What You Will Do

• As an AR Specialist in our Payment Solutions Team, you will own day-to-day AR execution under the Individual Segment (previously Family & Exceptional Ability Segments), with increased responsibility for complex cases, escalations, and performance outcomes.
• You will manage collections activities end-to-end, resolve payment blockers, and partner closely with Customer Success and internal stakeholders to drive timely payments. Compared to an individual AR Associate, this role operates with greater autonomy, handles higher-complexity work, and contributes to improving how AR processes run.
• This role is critical to maintaining healthy cash flow by reducing overdue balances, improving Paid On Time performance, and ensuring a professional, consistent collections experience. This is a high-impact, metrics-driven role that works cross-functionally with Customer Success, Sales, Finance Ops, and Accounting to convert strategy into tangible financial results.

Key Responsibilities

Advanced AR Ownership

• Own end-to-end AR execution for complex, high-value, or high-risk accounts, including invoice generation, collections, reconciliation, and resolution.
• Handle sensitive or escalated cases requiring judgment, negotiation, or tailored collection strategies.
• Ensure accurate and timely documentation across billing systems and CRM tools.
  
  
  

Portfolio & Risk Management

• Proactively analyze aging, payment behavior, and account trends to anticipate risks before they become delinquent.
• Recommend and support credit, billing, or collection strategy adjustments based on data and observed behavior.
• Partner with Team Leads on decisions related to service restrictions or escalations.
• Cross-Functional Leadership
• Serve as a knowledgeable AR partner to Sales, Customer Success, and Accounting for complex billing or payment issues.
• Support Customer Success on escalated payment-related inquiries requiring deeper AR context.
• Act as a go-to resource for AR Agents on best practices, tooling, and case handling (without direct people management).

Performance & SLA Accountability

• Execute AR activities in line with defined SLAs and financial policies.
• Track performance of assigned portfolios against key AR metrics (overdue rate, Paid On Time, DSO contribution).
• Surface trends, blockers, and risks to Team Leads or Senior Team Leads with clear insights and recommendations.

Interim Leadership Support

• Provide interim Team Lead coverage as assigned to ensure continuity of AR operations during planned or unplanned Team Lead absences.
• Support day-to-day execution by coordinating workloads, monitoring SLAs, and flagging risks or issues to the Senior Team Lead.
• Act as a point of contact for routine operational questions and first-pass escalations during interim coverage periods.
• Ensure smooth handover of updates, risks, and performance insights back to the Team Lead or Senior Team Lead.
• Process Improvement & Documentation
• Identify recurring AR issues and inefficiencies that drive delays or disputes.
• Lead or contribute to process improvement initiatives that reduce cycle time, improve accuracy, or prevent repeat issues.
• Ensure process updates and best practices are clearly documented and shared.

• 1-3 years of experience in collections, Accounts Receivable, or finance roles is a strong advantage
• Graduate from BS Accountancy, BS Management Accounting, Finance Management, or any Finance-related course
• Solid understanding of financial principles and how collections impacts cash flow, DSO, and revenue
• Proven negotiation skills and the ability to engage customers with both professionalism and persistence
• Data-literate: Comfortable reviewing AR reports, spotting trends, and proposing action plans
• Highly organized, detail-oriented, and consistently meets or exceeds KPI targets
• Proactive and results-oriented—you take ownership, follow through, and escalate when necessary
• Strong written and verbal English communication skills; clear, confident, and customer-sensitive
• Familiarity with U.S. immigration or legal services is a plus, but not required
• Comfortable with CRM/accounting tools
• Strong track record of leading process improvements—from identifying root causes to implementing solutions that reduce errors, cycle time, or manual effort.
• You are comfortable stepping into short-term leadership coverage when needed to maintain operational stability.