Accounts Receivable Team Lead

Responsibilities

• Lead day-to-day A/R and collections activities, focusing on reducing past-due balances and improving cash flow.
• Review A/R aging regularly and help prioritize collection efforts, including 31+, 61+, 90+, and high-risk accounts.
• Support and maintain a disciplined follow-up cadence for past-due invoices.
• Help prepare, monitor, and manage key A/R reporting, including aging trends, Top 50 past-due accounts, collection notes, dispute status, and escalation items.
• Partner with customers’ Accounts Payable contacts to resolve payment delays, missing invoices, portal issues, disputes, short pays, and payment status questions.
• Ensure collection notes are clear, timely, consistent, and actionable.
• Identify accounts requiring escalation and partner with leadership on the appropriate next steps.
• Cross-functional Order-to-Cash Support: Work closely with Billing, Project Set Up, Cash Applications, and Operations to identify and resolve issues that delay payment.
• Partner with Project Managers to obtain needed project information, customer contacts, approval status, billing backup, dispute resolution, or collection support.
• Help ensure A/R becomes a regular and professional part of customer and project conversations.
• Assist with customer account research, invoice questions, payment application issues, and process gaps.
• Support acquisition integrations by helping bring new customer A/R processes, contacts, and balances into the standard Shared Services model.
• Team Leadership: Provide daily support, coaching, and guidance to A/R team members.
• Assign work, monitor progress, and ensure follow-up is completed timely.
• Serve as a point of escalation for complex customer or internal issues.
• Promote accountability, consistency, and professionalism across the A/R process.
• Help train team members on collections best practices, system usage, customer communication, documentation standards, and escalation expectations.
• Support a collaborative team culture focused on service, ownership, problem-solving, and continuous improvement.
• Process Improvement & Reporting: Identify recurring issues that slow down collections, such as missing contacts, billing disputes, portal requirements, unapplied cash, invoice delivery issues, or unclear ownership.
• Recommend and help implement process improvements across A/R and the broader Order-to-Cash cycle.
• Support the development of standard work, procedures, templates, and reporting tools.
• Aid leadership with A/R metrics, trend analysis, and status updates.
• Help strengthen controls, visibility, accountability, and consistency within the A/R function.

Qualifications

• 5+ years of Accounts Receivable, Collections, Order-to-Cash, or Shared Services experience.
• 2+ years leadership experience in Accounts Receivable, Collections, Order-to-Cash, or Shared Services.
• Strong working knowledge of A/R aging, collections, customer account reconciliation, dispute resolution, and payment follow-up.
• Experience communicating with customers regarding past-due balances, invoice status, payment timing, and account issues.
• Ability to work professionally with internal teams, including Operations, Project Managers, Billing, Cash Applications, and Finance leadership.
• Strong Excel skills (formulas, functions, v and x lookup and pivot tables) and comfort working with reports, aging schedules, and customer account details.
• Excellent verbal and written communication skills.
• Strong attention to detail, follow-through, and organizational skills.
• Ability to prioritize competing deadlines and work with a sense of urgency.
• Demonstrated ability to lead, coach, or mentor others.