Team Lead, Accounts Receivable - Spanish Speaking Only

Key Responsibilities

• Perform end-to-end Accounts Receivable activities including billing, collections, cash application, reconciliations, and reporting.
• Review and process complex customer billing requirements, including split billing, milestone billing, installment billing, and customer-specific invoicing requests.
• Manage invoice validation, billing schedules, PO compliance, and contract-to-invoice alignment.
• Resolve billing disputes, invoice rejections, customer escalations, and payment-related issues.
• Monitor aged receivables and drive collection efforts to improve cash flow and reduce overdue balances.
• Review unapplied cash, short payments, deductions, and disputed invoices and ensure timely resolution.
• Support month-end close activities including reconciliations, reporting, and audit requests.
• Prepare and review AR aging, collection forecasts, billing reports, and management reporting.

Team Leadership & Oversight

• Lead, mentor, and support a team of Accounts Receivable Specialists.
• Allocate workload and ensure timely completion of daily, weekly, and month-end activities.
• Review team output for accuracy, completeness, and compliance with established processes.
• Act as the primary escalation point for complex operational issues.
• Provide guidance on billing structures, collection strategies, cash application challenges, and customer account management.
• Conduct regular quality reviews and identify training opportunities.
• Support onboarding and ongoing development of team members.
• Drive accountability and performance across the team.

Billing & Revenue Operations

• Review contracts, sales orders, purchase orders, and billing instructions to ensure accurate invoice generation.
• Handle complex billing arrangements including: Annual, quarterly, and monthly billing, Split billing arrangements, Multi-PO billing, Department-level billing requirements, Taxable and non-taxable invoice structures.
• Maintain accurate billing schedules and align with contractual obligations.
• Partner with internal stakeholders to resolve billing setup issues and improve billing efficiency.

Collections & Customer Management

• Develop collection strategies for overdue accounts.
• Lead customer communication regarding payment follow-ups, disputes, and invoice acceptance.
• Escalate high-risk accounts and recommend corrective actions.
• Support cash forecasting by providing collection visibility and expected payment timelines.

Process Improvement & Controls

• Identify operational inefficiencies and implement process improvements.
• Drive standardization and automation initiatives to reduce manual effort.
• Aid in system enhancements, testing, and process documentation.
• Ensure adherence to internal controls, compliance requirements, and company policies.
• Participate in continuous improvement initiatives across AR operations.

Reporting & Analysis

• Analyze AR performance metrics and operational trends.
• Monitor billing volumes, collection effectiveness, dispute trends, and reconciliation accuracy.
• Prepare reports and insights for management review.
• Identify risks, bottlenecks, and opportunities for operational improvement.

Requirements

• Accounts Receivable Management
• Billing & Revenue Operations
• Collections & Customer Relationship Management
• Cash Application & Payment Reconciliation
• Contract & Purchase Order Review
• Financial Reporting & Analysis
• Stakeholder Management
• Team Leadership & Coaching
• Problem Solving & Escalation Management
• Process Improvement & Automation
• ERP Systems (NetSuite preferred)
• Salesforce and Billing Platforms
• Advanced Microsoft Excel