Accounts Receivable - Team Lead

Podium

Podium

Accounting & Finance
Lehi, UT, USA
Posted on Nov 21, 2024

At Podium, our mission is to arm every local business with a complete platform and outcome-driven AI employees that convert leads into real, paying customers. Every day, millions of workers use our AI lead conversion and communication platform to help them get more leads and make more money.

Our work and focus on helping local businesses thrive has been recognized across the industry, including Forbes’ Next Billion Dollar Startups, Forbes’ Cloud 100, the Inc. 5000, and Fast Company’s World’s Most Innovative Companies.

At Podium, we believe in fostering a culture that thrives on hiring and developing exceptional talent. Our operating principles serve as a compass, guiding daily behavior and decision-making, and ensure we hire people who will thrive at Podium. If you resonate with our operating principles and are energized by our mission, Podium will be a great place for you!

Role Summary

The Accounts Receivable Team Lead will oversee a team of A/R Specialists, ensuring accurate invoicing, payment processing, and billing reconciliation. This role combines leadership with hands-on A/R responsibilities, supporting the monthly close process, supporting customers and internal departments, and instilling process improvements to enhance team efficiency.

What You’ll do

  • Lead an A/R Team: Supervise, mentor, and train a team of A/R specialists to ensure timely and accurate billing and payment processing.
  • A/R Operations: Oversee invoicing, billing reconciliations, and partner billing files; ensure accuracy in customer accounts.
  • Cross-Functional Collaboration: Work closely with sales, customer success/support, and finance teams to resolve billing issues and ensure system accuracy.
  • Month-End Support: Assist in A/R reconciliations and month-end close processes.
  • Process Improvement: Identify and implement process improvements to increase AR efficiency and accuracy.
  • Ad Hoc Projects and Reporting: Provide financial and operational analysis to assist other departments and team members

What we need:

  • Experience: 3+ years in Accounts Receivable or accounting, with 1+ year of leadership or supervisory experience.
  • Education: Bachelor’s degree in Accounting, Finance, or related field (or equivalent experience).
  • Technical Skills: Strong Excel skills; experience with Salesforce, NetSuite, or similar ERP systems preferred.
  • Leadership: Proven ability to manage and develop a team in a fast-paced environment.
  • Attention to Detail: Strong focus on accuracy and process efficiency.
  • Communication: Excellent verbal and written communication skills.
  • Analytical Skills: Strong problem-solving ability and attention to detail.

BENEFITS

  • Open and transparent culture
  • Life insurance, long and short-term disability coverage
  • Paid maternity and paternity leave
  • Fertility Benefits
  • Generous vacation time, plus three 4-day summer holiday weekends
  • Excellent medical, dental, and vision benefits
  • 401k Plan with competitive company matching
  • Bi-annual swag drops with cool Podium gear and apparel
  • A stellar HQ (Utah) gym with local professional coaches and classes offered
  • Onsite HQ (Utah) child care center, subsidized for employees

Podium is an equal opportunity employer. Podium provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, national origin, sexual orientation, gender identity or expression, age, disability, genetic information, marital status or veteran status