Activated Insights · 18 hours ago
Lead Collections Specialist
Greater Tampa Bay Area
Full-time
Hybrid
Senior Level
5+ years expActivated Insights is a SaaS leader in long-term and post-acute care, seeking a Lead Collections Specialist. This role is crucial for improving cash flow by managing collections processes and enhancing performance through effective strategies and data analysis.
Computer Software
Hiring Manager
Teriann Constantino
Responsibilities
Manage and proactively collect on outstanding accounts receivable to accelerate cash flow and reduce delinquency
Identify and prioritize top accounts for focused collection efforts, using data and aging analysis to guide outreach
Conduct regular customer contact via phone, email, and other channels to resolve overdue payments, negotiate plans, and escalate issues
Research and resolve disputed invoices or payment discrepancies in coordination with internal team
Support and guide other collectors by sharing best practices and helping resolve escalations as needed
Design, document, and enhance collections processes and best practices to improve efficiency, consistency, and recovery performance
Identify opportunities to reduce manual work by leveraging and optimizing our systems, including Zuora and Salesforce
Track key performance indicators (KPIs) such as Days Sales Outstanding (DSO), recovery rates, aging trends, and cash collected and prepare regular reports for leadership
Provide timely updates to finance leadership on portfolio status, risk areas, and process improvement opportunities
Partner cross-functionally (Sales, Billing, Cash Applications, Customer Service) to resolve blockers and streamline workflows impacting collections
Escalate high-priority accounts and collection challenges to senior stakeholders with actionable recommendations
Ensure collection activities comply with company policy, credit terms, and applicable laws/regulations
Maintain accurate documentation of all collection interactions and account statuses in the system
Qualification
Required
5+ years in collections or accounts receivable with a strong record of improving cash collections
Proven experience owning or improving collections processes, workflows, and best practices
Strong ability to analyze aging, identify risk accounts, and drive targeted collection strategies
Experience managing complex or high-value accounts and negotiating payment resolutions
Experience producing collections reporting and performance updates for finance leadership
Working knowledge of billing, invoicing, and cash application processes
Experience improving collections through system usage, automation, or reporting tools
Proficiency with ERP and CRM systems, including Sage, Zuora, and Salesforce, as well as Microsoft Office (particularly Excel) or similar reporting tools
Company
Activated Insights
In 2023, we united the leading post-acute and long-term care technology companies to deliver mission critical applications and analytics to enable better care.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Bud Meadows
Chief Executive Officer
Peter Sheats
Chief Technology Officer
Recent News
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