AR Team Lead
Job Description:
We are looking for an Accounts Receivable Team Lead who is hard-working and reliable to lead the day to day operations of our AR team! This position will be a functional team leader of an AR function. They will be the person responsible to answer team members’ questions, train new team members, ensure that all processes within the function are completed timely and accurately, and represent the AR team in broader accounting team meetings. They will be responsible to lead the AR function in cross-functional interactions, which includes the accounting and finance teams, IT platform and apps teams, and the sales and sales operations teams. This person is held accountable for the success of the AR team, including training team members, resolving issues that arise, hitting deadlines, and constantly considering ways to improve relevant processes.
Who you’re committed to being:
- A great teammate
- Self-motivated, Self-starter
- Accountable to complete work in an efficient and complete manner
- Detail oriented
- Focused on the bigger picture to understand normal tasks
- Continually looking for ways to streamline and improve processes.
What you’ll own:
- Leading an AR team function
- Oversee AR processes and day-to-day functions of the AR team
- Monitor and respond promptly to all communication channels
- Learn and use daily accounting and customer relationship systems
- Review and generate invoices to customers as needed
- Apply payments received to outstanding invoices as needed
- Correspond regularly with sales reps regarding questions on invoices and customer requests
- Track unpaid invoices and follow up regularly with customers for payment; and coordinate with sales reps as needed
- Coordinate with customers and sales reps to send invoices and receive payments through EDI (electronic data interchange) as necessary
- Work with multiple teams to improve systems and processes
Experience you’ll need:
- Bachelor’s degree equivalent
- Experience with NetSuite, Salesforce, and Zuora, as well as customer payment portals and working with banks
- 3-5 years of professional working experience
- Advanced knowledge of Excel
- Excellent communication skills (written and verbal)
- Excellent interpersonal skills and analytical abilities
- Exceptional attention to detail and time management skills
Bring yourself. Pluralsight is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age or veteran status.
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