AR & Collections Team Leader
| Company | AvidXchange |
|---|---|
| Location | Charlotte, NC, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior, Expert or higher |
Requirements
- 5+ years of experience in Accounts Receivable and Collections, with 2+ years in a leadership role.
- Proven track record of improving collections performance and reducing DSO in a complex organization.
- Strong analytical skills and experience working with KPIs, forecasting models, and AR reporting.
- Skilled in leveraging ERP and CRM systems to manage and streamline workflows.
- Confident communicator with the ability to build strong cross-functional partnerships and influence stakeholders.
- Advanced proficiency in Excel; experience with building dashboards or using BI tools is a plus.
- Knowledge of credit risk analysis, reserve setting, and customer segmentation best practices.
- Ability to interpret data and provide actionable insights that impact collections and cash flow.
- Organized and self-motivated with excellent time management skills and attention to detail.
- Bachelor’s degree in Accounting, Finance, or Business strongly preferred.
Responsibilities
- Oversee the full collections lifecycle, including outreach, dispute resolution, escalation management, and recovery.
- Develop and track KPIs such as DSO, aging, recovery rate, and collection effectiveness index (CEI).
- Build and maintain dashboards and reporting frameworks to monitor performance and drive visibility.
- Lead and coach a team of AR and Collections Analysts to hit performance targets and support career development.
- Proactively assess customer risk using payment history, credit reviews, and AR aging trends.
- Recommend and maintain AR reserves in partnership with accounting leadership based on customer risk profiles.
- Implement segmentation strategies to tailor collections approaches based on customer behavior, size, and industry.
- Partner cross-functionally with Sales, Customer Success, Legal, and Finance to ensure alignment on billing and collection terms.
- Identify opportunities for automation and process improvement across AR workflows.
- Lead monthly portfolio reviews, share insights, and recommend strategies to senior leadership for driving improvements.
Preferred Qualifications
- Experience with building dashboards or using BI tools is a plus.
- Bachelor’s degree in Accounting, Finance, or Business strongly preferred.