Senior Collections Analyst / Team LeadLocation: Campbell, CA / Remote, USAAbout the RoleWe are seeking a
Senior Collections Analyst / Team Lead to lead the day-to-day collection's function and help drive strong accounts receivable performance. This role combines hands-on collections expertise, data analysis, process improvement, and team leadership.
You will oversee collection activities, monitor portfolio performance, coach and mentor Collections Analysts, and partner closely with Finance, Sales, Customer Success, and other internal teams to resolve account issues and accelerate cash collection. The ideal candidate brings strong analytical capabilities, sound judgment, and the ability to translate collections data into actionable improvements.
Key Responsibilities- Lead and oversee the end-to-end collections process, ensuring collection activities align with established targets, policies, and business priorities.
- Manage, prioritize, and monitor customer accounts to reduce past-due balances, improve aging performance, and support healthy cash flow.
- Lead and mentor a team of Collections Analysts, providing guidance on account strategy, customer communications, escalations, and performance expectations.
- Review team workloads and collection activity to ensure appropriate follow-up, prioritization, and timely resolution of outstanding receivables.
- Analyze accounts receivable and collections data to identify aging trends, collection risks, root causes, and opportunities for process improvement.
- Develop and monitor key collections metrics, including aging, past-due balances, collection effectiveness, recovery trends, and team productivity.
- Prepare regular performance reports and provide clear insights and recommendations to Finance leadership and management.
- Partner with Sales, Customer Success, Finance, Billing, and other departments to resolve disputes, billing issues, credits, contract questions, and other barriers to payment.
- Support the development and improvement of collections procedures, reporting processes, controls, and operational workflows.
- Escalate high-risk or complex accounts appropriately and recommend effective collection strategies based on customer circumstances and account history.
- Provide coaching, feedback, and performance support to team members while helping establish consistent collections practices across the function.
Required Qualifications- Bachelor's degree in finance, Accounting, Business, or a related field.
- Proven experience in collections, accounts receivable, credit, or a closely related finance function, preferably with experience leading or supervising a team.
- Strong analytical skills with the ability to interpret financial and collections data and identify actionable trends.
- Proficiency with Excel and data analysis/reporting tools, including the ability to work with large datasets and performance metrics.
- Strong written and verbal communication skills, with the ability to communicate effectively with customers, internal stakeholders, and senior management.
- Demonstrated ability to manage competing priorities, resolve complex account issues, and make informed collection decisions.
