
Remote Collection Lead
1 week ago
Location: Remote (US business hours)
Department: Finance / A/R
Reports to: CFO
Tools: RingCentral (primary dialer)
We're seeking a seasoned professional to lead our end-to-end collections effort for service and installation invoices. This is a hands-on, call-heavy role where the primary objective is to collect outstanding invoices while providing excellent customer service and spotting light upsell opportunities.
You will operate independently, build and execute the collections strategy, and present performance insights directly to the CFO.
Key Responsibilities- Call Execution:
- Make 50+ outbound calls/day via RingCentral; maintain high right-party contact and promise-to-pay conversion.
- Negotiate payments, payment plans, and settlements; secure same-day collections when possible.
- Handle objections and resolve disputes.
- Collections Strategy & Ownership:
- Own the A/R aging pipeline, prioritize accounts, and drive a disciplined dunning cadence.
- Escalate appropriately; build weekly/monthly plans to hit cash targets and reduce DSO.
- Customer Service & Upsell:
- Provide friendly, solutions-oriented service; identify and close or hand off simple upsells without distracting from collection goals.
- Reporting & Compliance:
- Produce concise daily/weekly dashboards and a month-end CFO summary.
- Follow applicable laws and company policies.
- Voice & Communication: Clear, neutral American accent; confident phone presence; empathetic yet firm negotiation style.
- Collections Expertise: Fluent in collections terminology and levers.
- HVAC/Field Service Context: Familiar with service tickets, work orders, POs, install vs service billing.
- Objection Handling: Proven track record turning
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