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 Netsuite
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 NetSuite ERP experience
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
10X TOTAL REWARDS
We offer a comprehensive benefits package for full-time employees that includes:
Medical, dental, and vision for FT positions and their dependents
Vacation and sick time policy that increases based on tenure with the company
Three work from home days per month (4/month during June-August)
Employee Assistance Program through Guardian
401k with Company match (estimated to launch in Q1 2025)
Pet Insurance through SPOT for your 10X pets!
Competitive parental leave policy: 100% paid - 8 weeks for primary caregiver, and 4 weeks for secondary caregiver + 1 month remote for both
Employee wellness initiatives including a 100% paid for gym membership and access to discounts on local meal prep services
Professional Development through reimbursements for courses/certifications outside of CV, and a 10X Mentorship Program
Continued Education: we provide team members complete access to our range of educational resources valued at over $250,000 in areas such as Sales, Operations, People, Finance and Marketing
Uncapped Commission Potential: all of our team members have the opportunity to sell our Products/Services (and are trained on how to do so). We have several examples of non-sales team members earning well over $20,000 in annual commission
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.