Descripción completa del empleoThe 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 customers are frequently contacted, by phone or email,
to ensure prompt collections.
- 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
📌 Sr. Accounts Receivable Lead (Baja California)
🏢 Gottamx
📍 Baja California
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