Reporting directly to the Senior Manager, the Team Lead assumes full responsibility for the comprehensive management of large, complex accounts including accounts in the escalations phase.
Emphasis on business-to-business collections, account reconciliation, and collaborative engagement with both internal and external stakeholders.
Engage and influence senior leaders with exemplary verbal and written communication skills.
Shape both the strategic direction and operational effectiveness of the team.
Oversee day-to-day collections on top key accounts and our escalations strategy.
Drive initiatives that optimize cash flow, mitigate financial risk, and support organizational growth.
Demonstrates meticulous attention to detail and sound judgment in navigating complex account scenarios.
Employ advanced negotiation and resolution strategies to secure payments while prioritizing customer retention and minimizing exposure to bad debt.
Prepare portfolio reports for management and actively participate in all escalation activities.
Contribute to the development of standard operating procedures (SOPs) and participate in cross-functional departmental projects, including system migrations.
Provide critical support to the Senior Manager in the creation, documentation, and delivery of team-level training on new processes, systems, and policies.
Requirements
At least five years of experience in accounts receivable or a related field, with a proven track record in issue resolution and customer engagement.
Exceptional written and verbal communication skills, capable of engaging stakeholders across all organizational levels.
High degree of accuracy and attention to detail in data analysis and reporting.
Proven ability to work independently and prioritize multiple tasks in a challenging environment.
Experience negotiating payment plans using critical thinking and effective questioning techniques.
Proficiency in Microsoft Office Suite, especially Excel; familiarity with accounting software such as NetSuite, Billing Platform, and Salesforce is preferred.
Strong analytical skills with the ability to identify patterns, trends, and root causes of accounts receivable challenges.