The Opportunity: Accounts Receivable (AR) Team Lead

The AR Team Lead oversees the full order-to-cash (O2C) lifecycle, including order entry, billing, and collections. This role combines hands-on transactional work with team leadership, providing day-to-day guidance to the Accounts Receivable team while driving process improvements, ensuring data accuracy across integrated systems, and supporting cross-functional collaboration with Business Operations, Finance, and Customer Success.

This position is approximately 50% operational execution and 50% leadership and process management.

What can you expect the role to look like:

Team Leadership & Oversight

• Provide functional leadership and day-to-day guidance to the Accounts Receivable team supporting order entry, billing, and collections activities. Oversee daily workload distribution, provide coaching, and ensure SLAs and accuracy standards are met.
• Serve as the primary escalation point for billing questions, customer disputes, and complex issues.
• Track and monitor performance metrics and ensure high-quality documentation of AR workflows.

Order Entry & Billing Management

• Perform and review accurate order entry using Salesforce, ensuring alignment with contract terms and pricing.
• Manage billing activities in Maxio and ensure proper synchronization with Sage Intacct.
• Review invoices, credit memos, billing schedules, revenue schedules, and adjustments for accuracy.
• Respond to customer billing questions and coordinate resolution with BizOps and Customer Success to drive timely resolution.
• Reconcile Salesforce and billing system data to maintain integrity across integrated systems.
• Review and reconcile customer sales tax.

Collections & Cash Application

• Provide oversight and hands-on support for collections activities, including outreach, follow-up, and resolution of delinquent accounts.
• Review AR aging reports, unapplied cash, and customer account statuses.
• Monitor disputed or overdue accounts and ensure appropriate escalation paths.
• Post payments and ensure accurate cash application as needed.

Month-End Close & Reporting

• Assist with month-end close processes, including AR reconciliations, deferred revenue entries, and reporting.
• Partner with FP&A on AR metrics, cash forecasting inputs, and trend analysis.
• Assist with audits by providing documentation, supporting schedules, support audits by providing necessary documentation, and responding to inquiries.

Process Improvement & Cross-Functional Work

• Identify and implement improvements to order entry, billing, and collections processes.
• Partner closely with BizOps on system integrations, automation, and workflow optimization.
• Strengthen internal controls and documentation around AR processes.
• Contribute to cross-functional initiatives impacting revenue operations and O2C workflows.