Accounts Receivable Lead

ConnectWise is an industry and Global leading software company with over 3,000 colleagues in North America, EMEA and APAC. As a community-driven software company dedicated to the success of technology solution providers, our suite helps over 45,000 of our partners manage their businesses better, sell more efficiently, automate service delivery, and remotely control technology so they can consistently deliver amazing customer experiences.

Our company is powered by our connections, our colleagues, and our community. And, we accept all kinds.

Game-changers, innovators, culture-lovers—and humankind.

We invite discovery and debate. We recognize key moments as milestones.

We see you and value you for your unique contributions. Our inclusive, positive culture lays the foundation to ensure every colleague is valued for their perspectives and skills, giving you the choice of how YOU make a difference.

Curious? Read this opportunity to learn how YOU can make a difference at ConnectWise!

 

 

General Summary:

The Accounts Receivable Lead is responsible for contributing to partner satisfaction by ensuring that transactions are successfully processed, and collection procedures run smoothly. This role works in partnership with the Accounts Receivable team to process, verify, and post receipts for goods sold or services rendered.

Essential Duties and Responsibilities:

• Provides support to the Accounts Receivable team, with a high attention to detail
•  Researches, analyzes, and documents findings 
•  May coach, review, and/or delegate work to other team members • Audits activities to ensure proper decisions are made in the interest of the company and well as the customer
•  Contributes toward automated collection procedures to stay in line with organizational objectives
•  Assists in the preparation of accounts receivable reporting 
•  Provides ongoing training to new and current account receivable team members
•  Manages department boards in internal software systems
•  Responds to escalated issues as needed to ensure complete customer satisfaction
•  Researches discrepancies and works towards resolutions 
•  Monitors customer account details for non-payments, delayed payments, and other irregularities
•  Provides a high level of customer service to both internal and external customers 
• Processes credit card transactions and manages new and existing recurring credit cards
•  Initiates invoicing and follows through with collection efforts while maintaining customer relationships
• Files documentation for audit trails • Conducts account research and analysis and verifies account balances
• Maintains accurate aging reports 
• Coordinates with an outside collection agency for collections on exceedingly delinquent accounts
• Contributes toward continued requirement of Payment Card Industry (PCI) compliance

Knowledge, Skills, and/or Abilities Required:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Ability to manage large projects and processes independently with limited supervision
•  Recognized subject matter expert of applicable work area • Ability to situationally adapt and understand new technology/processes as per business and partner requirements
•  Strong understanding of billing, collections, accounts receivable, and invoicing
•  Ability to provide a high level of customer service to both internal and external customers
•  Strong knowledge in processing Collections and Accounts Receivable
•  Detail oriented with excellent analytical and problem-solving skills
•  Independent, strategic, and creative thinker who is a strong collaborative team player and willing to take on additional responsibilities as necessary
•  High degree of organizational skill with the ability to balance and prioritize a multitude of requests, initiatives in various stages of completion

Educational/Vocational/Previous Experience Recommendations:

• Bachelor’s degree in related field or equivalent business experience
•  6+ years of relevant experience 

Working Conditions:

• Onsite/Hybrid/ Tampa, FL 
• • 0-10% travel may be required

 

ConnectWise is an Equal Opportunity Employer, dedicated to building a diverse and inclusive workforce and providing a wo