Accounts Receivable Lead

Position Summary 

The Accounts Receivable Lead is responsible for overseeing and executing key aspects of the accounts receivable function, including billing, collections, and customer account management. This role combines hands-on operational responsibilities with team leadership, ensuring invoices are processed accurately and payments are collected on time.

The position supervises AR staff while working closely with Account Managers, Sales, Delivery, and Finance teams to resolve billing issues, improve processes, and support overall financial performance. The ideal candidate is detail-oriented, proactive in collections, and comfortable working across systems and departments. Exposure to sales tax processes is beneficial but not the primary focus of the role.

Key Responsibilities

Accounts Receivable Operations & Collections

• Oversee and actively manage billing, invoicing, and collections for assigned accounts. 
• Monitor AR aging and ensure timely follow-up on outstanding balances. 
• Lead and support collection efforts, including escalation of high-risk or overdue accounts. 
• Ensure accurate invoicing across a variety of billing scenarios. 
• Maintain detailed records of customer communications and collection activities. 

Billing & Process Management

• Review and approve invoices and payment applications for accuracy and compliance. 
• Monitor unbilled activity to ensure orders are closed and invoiced promptly. 
• Manage invoice submission through customer procurement platforms (e.g., Ariba, Coupa, Zycus). 
• Identify inefficiencies and implement improvements in AR and billing processes. 
• Assist with basic sales tax application and escalate complex tax questions to appropriate teams. 

Team Leadership & Development

• Supervise accounts receivable staff, assign workloads, and monitor performance.

• Provide training, guidance, and ongoing support to team members. 
• Establish and track performance metrics for the AR function. 

Customer Account Management

• Maintain accurate customer account data across systems such as Salesforce and NetSuite. 
• Partner with Account Managers and Sales to resolve billing discrepancies and support order closure. 
• Serve as an escalation point for complex billing issues, including adjustments, write-offs, and unapplied cash. 

Cross-Functional Collaboration

• Work closely with Sales, Delivery, Accounting, and Production teams to resolve issues and improve operational efficiency. 
• Collaborate with leadership to support process improvements and financial goals. 

Reporting, Compliance & Month-End Support

• Prepare AR aging reports, performance metrics, and management summaries. 
• Ensure compliance with company policies and accounting standards. 
• Support month-end close activities and audit requests.
• Provide documentation support for sales tax or audit inquiries as needed. 

Required Skills and Qualifications

• Bachelor’s degree in Finance, Accounting, or related field.
• Experience in accounts receivable, billing, or financial operations, including team leadership. 
• Basic familiarity with sales tax concepts is a plus. 
• Strong leadership, organizational, and time management skills. 
• Excellent analytical, problem-solving, and communication abilities. 
• Proficiency in accounting/ERP systems (e.g., NetSuite) and CRM tools (e.g., Salesforce). 
• Ability to manage multiple priorities and work cross-functionally in a fast-paced environment.