Job Description

The Team and Job Summary

We are seeking a Portal Collections Manager to join our Finance team. This is a unique opportunity for an entrepreneurial, highly driven person with a well-rounded skill set and whose responsibilities extend beyond those of traditional collections roles. The ideal person for this role will need to not only have a strong grasp of accounts receivable and the collections process as it relates to customer portals but also be flexible and a strategic thinker able to take on a variety of tasks.

The Portal Collections Manager position will play a critical role in managing our accounts receivable processes with a focus on portal collections. This role will be responsible for ensuring the timely and accurate uploading of invoices, appeals/disputes and payments received through various online portals. The ideal candidate will possess a robust understanding of portal payment systems, exceptional attention to detail, and excellent analytical skills.

The Portal Collections Manager will have experience managing a diverse team in a remote working environment. This role will be responsible for all aspects of managing the portal collections team.

Job Responsibilities

• Support the collection process of outstanding invoices using strategies and best practices to ensure timely payments and maintain positive client relationships.
• Gain and maintain a complete understanding of all elements, systems, tools, problems, etc., within the portal collections department
• Manage and assist with documenting all processes, creation of policies, training guides, etc.
• Update the accounts receivable portal spreadsheet daily to reflect new invoices and payments received.
• Analyze the weekly reports received from portal vendors and use V lookup skills to add additional invoice data to the spreadsheet. Use as a tool for managing appeals/deductions
• Effectively manage portal write-offs in an accurate and timely manner based on corporate policy.
• Help portal team reconcile payments received through online portals, ensuring accuracy and completeness of transactions.
• Prepare weekly portal status reports and distribute to the appropriate stakeholders.
• Help portal team reconcile portal payments with corresponding invoices, identifying, and resolving any discrepancies identified in a timely manner.
• Provide exceptional customer service to internal and external stakeholders, addressing inquiries and concerns related to portal payments promptly and professionally.
• Maintain a complete understanding of all portal activity, team productivity, problems, etc.
• Serve as a change agent for the portal collections department.
• Take ownership of necessary process changes, improvement opportunities and problem resolution.
• Effectively manage team with continual performance feedback, goal setting, performance reviews, weekly team meetings, etc.
• Interact with portal collections team, project managers, leadership, and business development team to identify and prioritize outstanding invoices for collections, resolve problems and ensure a smooth transaction flow.
• Set targets and monitor performance of the collections team
• Excellent communication and interpersonal skills
• Ability to handle sensitive, confidential information
• Create and maintain a positive team culture and working environment both internally, externally and cross-functionally.

Qualifications

Required Qualifications

• At least 3 years' experience managing a collections team or similar role
• Experience working with ERP’s (Microsoft D365, SAP, Oracle, etc.)
• Knowledge of portal billing procedures and collection techniques
• Intermediate knowledge of MS Office, databases, and online payment portals.
• Intermediate knowledge of pivot tables and v lookups
• Experience using portal payment platforms and related accounting software.
• Strong analytical skills and attention to detail.
• Excellent communication and interpersonal skills.
• Ability to work effectively in a fast-paced, deadline-driven environment.
• Ability to work independently
• Proven ability to collaborate with cross-functional teams.
• Prior experience in process improvement initiatives is a plus.

Preferred Qualifications

• Associate’s degree or above in accounting, Finance, or related field.
• Experience with LegalX, TyMetrix 360 portals
• Experience with Microsoft D365

Additional Information

Physical and Mental Job Qualifications

• Prolonged periods sitting at a desk and working on a computer.

We welcome applications from individuals with disabilities. If you are an individual with a disability and would like to request a reasonable adjustment in relation to any of the above, please email jobs@jsheld.com and include “Applicant Adjustment” within the subject line with your request and contact information.

Some of the Benefits We Have Include

J.S. Held understands all of our employees are people and sometimes life needs flexibility. We work to always provide an environment that best supports and suits our team’s needs.

• Our flexible work environment allows employees to work remotely when needed
• Generous Annual Leave Policy
• Comprehensive Medical Insurance

A reasonable estimate of the salary range for this role is $80,000 - $100,000. Any offered salary range is based on a wide array of factors including but not limited to skillset, experience, training, location, scope of role, management responsibility, etc.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

By submitting your application, you acknowledge that you have read the J.S. Held Online Privacy Notice and hereby freely and unambiguously give informed consent to the collection, processing, use, and storage of your personal information as required and described therein.

Please explore what we’re all about at www.jsheld.com.

EEO and Job Accommodations

We embrace diversity and our commitment to building a team and environment that fosters professional and personal enrichment is unwavering. We are greater when we are equal!

J.S. Held is an equal opportunity employer that is committed to hiring a diverse workforce. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.

All your information will be kept confidential according to EEO guidelines.

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