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Team Lead, Collections - IOC

Yext is seeking a Team Lead for its Collections team in Hyderabad, responsible for managing customer collections, ensuring timely follow-ups, and accurate cash forecasting. The role involves collaborating with various teams to resolve billing issues, improve processes, and lead personnel development. Candidates should have a relevant degree, extensive experience in billing and collections, and proficiency in tools like Zuora and Salesforce.

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Anurag Damera
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6 views2 pages

Team Lead, Collections - IOC

Yext is seeking a Team Lead for its Collections team in Hyderabad, responsible for managing customer collections, ensuring timely follow-ups, and accurate cash forecasting. The role involves collaborating with various teams to resolve billing issues, improve processes, and lead personnel development. Candidates should have a relevant degree, extensive experience in billing and collections, and proficiency in tools like Zuora and Salesforce.

Uploaded by

Anurag Damera
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Team Lead, Collections - Hyderabad, India

Yext is searching for a Team Lead, Collections. The Collections Team is responsible for managing,
maintaining, and monitoring the company’s customer collections. Reporting directly into the Manager,
Billing and Collections based in the US, this role will lead the collections efforts of the company, ensuring
timely collections and accurate reporting. The Collections team’s responsibilities include:

●​ Daily collections followups and working with account managers and customers on past due
invoices to resolve any billing questions
●​ Working with external teams such as legal to review bankruptcy filings, ensuring documentation is
processed and reporting is complete.
●​ Cash forecasting ownership, ensuring collection targets are met.
●​ Helping resolve complex customer inquiries and issues inclusive of helping with compiling and
monitoring payment plans for customers.
●​ Planning and executing short and long term billing and collections project initiatives and process
improvements, including automation of workflows.

The Collections team works closely with the Sales and Revenue Operations teams to drive timely
collections and ensure accurate cash forecasting. They also collaborate with the Billing Operations team,
Indirect Tax, and other members of the Finance team on monthly reconciliation efforts. This includes
reviewing data for irregularities, reviewing errors on a regular and on-going basis, and providing regular
feedback to internal teams on reconciliation progress.

Responsibilities

●​ Work closely with Revenue Operations and assess complex customer collection issues or
requests.
●​ Manage the team to triage daily inbound collections inquiries and ensure team members are
driving their tickets to completion.
●​ Work within cross-functional teams to resolve collections issues and implement collections
process improvements.
●​ Analyze errors and trace them back to the root cause using the raw data in the appropriate
database to implement systemic fixes rather than repetitive data fixes.
●​ Manage vendor relationships to optimize collections systems to drive efficiency and reduce
errors.
●​ Recommend and develop practical operating procedures and policies in the collections process.
●​ Monitor the operation of the team and the systems to ensure accurate cash application and
development of collection performance metrics.
●​ Manage invoice discrepancy resolution.
●​ Lead cash forecasting and collection related analysis and perform ad hoc analysis to respond to
senior management’s review.
●​ Plan and implement quality assurance and Standard Operating Procedures for all processes.
●​ Identify opportunities to automate and leverage AI to streamline processes and lead the process
improvement projects
●​ Lead personnel development and ensure clear team communication

Minimum Requirements

●​ BA/BS degree, preferably in an Accounting, Finance, or other related field


●​ 5+ years of work experience in Billing and Collections, or other accounting related field
●​ Proficient with MS Office tools, highly proficient in Microsoft Excel
●​ Experience in finance/business process improvement initiatives
●​ Proven ability to manage, develop, and motivate direct reports
●​ Extremely detail oriented and process driven, with a proactive focus on efficiency and problem
solving
●​ Exhibit flexibility, adaptability, and professional judgment in quickly evolving scenarios with
minimal supervision
●​ Ability to effectively communicate and collaborate across teams in a changing environment
●​ Quick learner, intellectually curious, and excited by the challenge of mastering and improving
complex systems
●​ Comfortable with significant responsibility in a fast-paced and constantly evolving environment
●​ Ability to manage multiple projects concurrently and work well under pressure in a deadline
driven, results oriented environment
●​ Experience with Zuora, Salesforce or Netsuite required
●​ Must have prior experience working in an international business environment

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