POSITION SUMMARY

The Accounts Receivable Team Lead is responsible for processing new sales orders, building payment plans in the A/R system, and collecting outstanding accounts receivable dollars from the existing client base. This individual will manage the AR inbox, resolve customer billing problems and reduce accounts receivable delinquency. Additionally, this person will be responsible for managing other AR Specialists.

ABOUT CARDONE VENTURES

Our mission is to help business owners achieve their personal, professional, and financial goals through the growth of their businesses. We work in dozens of verticals and provide strategic business guidance through courses, live events, partnerships, and investments. Our core values are the backbone of our business and guide our hiring process: we are inspirational, disciplined, accountable, transparent, aligned, and results-oriented. This company operates nationally and is growing by the day.

OBJECTIVES

• Monitor AR email inbox throughout workday for new sales orders received and process accordingly
• Respond to AR inbox inquiries related to client accounts, requests for invoice copies, etc.
• Work with Collections team to ensure cash is collected on past due accounts
• Post daily payments received in Invoiced.com
• Build daily deposits from bank reconciliation – post in QuickBooks Online
• Follow up with client base on any declined payment transaction
• Review open accounts for collection efforts
• Make outbound collection calls in a professional manner while keeping and improving customer relations
• Resolve client-billing problems and rescues accounts receivable delinquency, applying good customer service in a timely manner
• Collect customer payments in accordance with payment due dates
• Identify issues attributing to account delinquency and discuss the Accounting team
• Provide timely follow-up on payment arrangements
• Email correspondence to customers to encourage payment of delinquent accounts

COMPETENCIES

• Highly proficient with Invoiced.com
• Intermediate to advanced Excel skills
• Ability to engage a client who has been unresponsive
• Ability to maintain a high volume inbox and keep track of requests and inquiries
• Understanding of various payment plans and how to create and enforce them
• Strong record keeping and research skills to maintain important information that can be easily accessible
• Possess intermediate Quickbooks experience (Web & Desktop)
• Ability to handle reporting for products, past due payments in NetSuite

EDUCATION AND EXPERIENCE

• At least 2 years’ AR experience including interaction with a large customer base
• Proficiency in Quickbooks (Web & Desktop) or similar accounting software
• Proficiency in Netsuite or similar ERP Software

PHYSICAL REQUIREMENTS

• Extended periods of time sitting at a desk or computer

COMMITMENT TO DIVERSITY

As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce Cardone Ventures recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates and partners.

If this position caught your eye, send us your resume! For best consideration, include the job title and source where you found this position in the subject line of your email to careers @cardoneventures.com. Already a Cardone Ventures candidate? Please connect directly with your recruiter to discuss this opportunity.