The Accounts Receivable Lead supports the daily operations of the A/R team, ensuring efficient credit and collection processes, accurate customer account management, and timely payments.
This position acts as a key resource for team training, issue resolution, and process improvement.
The A/R Lead collaborates with internal departments, oversees certain escalated accounts, and plays an active role in maintaining strong customer relationships while optimizing company cash flow.
**Duties and Responsibilities**:
Credit / Collection Activities
- Train and oversee the A/R team.
- Ensure that we are focused on building relationships with our customers - over communicate.
- Develop AR credit and collection processes, including automation of SAP processes, to ensure that the department runs efficiently.
- Ensure that credit cards are processed on a daily basis or as needed.
- Credit cards are highly confidential and must be treated as important and confidential information.
- Ensure statements are sent monthly or more often as needed - send reminders to large accounts about upcoming amounts due.
- Ensure that ACH and wire transfer payments from customers are recorded correctly and promptly.
- Work with AG customers on payment remittance advice and share with AG accounting for proper posting of customer payments.
- Ensure collection letters are sent monthly.
- Send accounts to collections as necessary and upon approval from VPF and President.
- Ensure past due customers, and corresponding orders, are blocked in SAP & Magento/NuOrder and released as necessary.




- Ensure invoices processed through customer portals are processed timely and without issue.
- Work with customers on payment plans as needed.
**Monitor customer accounts and reporting**:
- Ensure that new accounts are created accurately in SAP within 24 hours - work with sales to develop terms plans as needed.
- Issue manual invoices/credit memos for pricing, discount errors, shipment errors (overages/shortages), freight charges.
- Oversee the processing of international distributor invoices.
- Run Experian report for all new credit accounts.
- Support the VPF in defining credit limits for new customers in accordance with credit policy.
- Adjust credit limits as needed.
- Write off bad debts, to the AR reserve account, after approval by VPF.
- Assist VPF on audit requests and ad-hoc reporting.
- Prepare staff quarterly/annual reviews and goals.
**Requirements**:
**Knowledge, Skills and Abilities Required**:
- Analytical thinking with high attention to detail
- Self-starter with a proven track record of multi-tasking abilities
- Ability to work well in a team environment
- Excellent written and verbal communication skills
**Minimum Job Requirements**:
- 3-5 years of experience in related field.
- Bachelor's degree in finance, Accounting or related field.
- Expertise with SAP or a similar ERP system.
- Microsoft Excel experience.
- VISA
- Advanced English level indispensable.
- English CV is indispensable.
**Benefits**:
- Benefits by Law
- Adaptable Schedules
- Hybrid Work
- Weekends Off
- Up to 16,000 net weekly based on experience
- and More
- Salary range $8,000 - $10,000 net weekly

📌 Sr. Accounts Receivable Lead (Tijuana)
🏢 Trevé
📍 Tijuana