Accounts Receivable (AR) Team Lead jobs in United States
cer-icon
Apply on Employer Site
company-logo

LifeLoop · 5 days ago

Accounts Receivable (AR) Team Lead

LifeLoop is seeking an Accounts Receivable (AR) Team Lead to oversee the full order-to-cash lifecycle, combining operational execution with team leadership. The role involves providing guidance to the AR team, managing billing and collections activities, and driving process improvements across integrated systems.

Assisted LivingCommunitiesInformation ServicesInformation TechnologyNursing and Residential Care

Responsibilities

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
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
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
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
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

Qualification

Accounts Receivable ManagementSalesforceMaxioSage IntacctProcess ImprovementTeam LeadershipCustomer ServiceData AccuracyCross-Functional Collaboration

Required

Experience in overseeing the full order-to-cash (O2C) lifecycle, including order entry, billing, and collections
Hands-on transactional work experience combined with team leadership
Ability to provide day-to-day guidance to the Accounts Receivable team
Experience in driving process improvements and ensuring data accuracy across integrated systems
Strong collaboration skills with Business Operations, Finance, and Customer Success
Experience with Salesforce for order entry and billing management
Experience managing billing activities in Maxio and synchronization with Sage Intacct
Ability to review invoices, credit memos, billing schedules, revenue schedules, and adjustments for accuracy
Experience in collections activities, including outreach, follow-up, and resolution of delinquent accounts
Ability to assist with month-end close processes, including AR reconciliations and reporting
Experience in identifying and implementing improvements to order entry, billing, and collections processes

Preferred

Experience with cash forecasting inputs and trend analysis
Experience in partnering with FP&A on AR metrics
Experience in supporting audits by providing necessary documentation and responding to inquiries

Company

LifeLoop

twittertwitter
company-logo
LifeLoop's comprehensive software platform helps engage residents, delight staff, and connect family members. Learn more at lifeloop.com

Funding

Current Stage
Growth Stage
Total Funding
$0.1M
2022-04-26Acquired
2018-02-06Series Unknown
2016-10-04Seed· $0.1M

Leadership Team

leader-logo
Rob Fisher
Chief Executive Officer
linkedin
Company data provided by crunchbase