Collections Lead – HVAC

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October 31

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OnlyExperts

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Finance • Recruitment

OnlyExperts is a company that specializes in providing offshore accounting experts at a significant cost saving compared to hiring locally in the U. S. They offer a wide range of accounting roles including bookkeepers, staff accountants, accounting managers, and payroll specialists, all pre-vetted by experienced CFOs and accounting leaders. OnlyExperts focuses solely on full-time offshore placements, primarily from the Philippines and Latin America, ensuring candidates with strong English and technical accounting skills who are familiar with U. S. GAAP. By charging a flat fee, the company helps organizations save up to 80% of the cost of hiring equivalent U. S. -based talent.

2 - 10 employees

💸 Finance

🎯 Recruiter

📋 Description

• Own end‑to‑end collections effort for service and installation invoices • Make 50+ outbound calls/day via RingCentral; maintain high right‑party contact (RPC) and promise‑to‑pay (PTP) conversion • Negotiate payments, payment plans, and settlements; secure same‑day collections when possible • Handle objections and resolve disputes (short‑pays, missing POs, warranty/return questions, service quality issues) • Own the A/R aging pipeline (30/60/90+), prioritize accounts, and drive a disciplined dunning cadence (calls/SMS/email/letters) • Escalate appropriately (credit holds, lien/notice options where applicable, small‑claims recommendations) • Build weekly/monthly plans to hit cash targets and reduce DSO; present strategy and results to the CFO • Provide friendly, solutions‑oriented service; identify and close or hand off simple upsells (maintenance agreements, filter replacements, service plans) without distracting from collection goals • Partner with Dispatch/Service, Install, and Accounting to resolve ticket discrepancies, missing work orders, and billing errors • Document every interaction with precise call dispositions, notes, and next actions • Produce concise daily/weekly dashboards and a month‑end CFO summary (cash collected vs target, PT P conversion, aging movement, root causes) • Follow applicable laws and company policies (e.g., consent/TCPA considerations, state collection rules for any consumer accounts)

🎯 Requirements

• 3–5+ years in high‑volume B2C/B2B collections • Fluent in collections terminology and levers (A/R aging, DSO, RPC/PTP, dunning cadence, payment plans, short‑pay, credit memos, chargebacks/disputes, settlements, escalations, lien/notice options where applicable) • Familiar with service tickets, work orders, POs, install vs service billing, warranty/recall workflows (nice to have) • Proven track record turning “can’t pay” into commitments; calm under pressure; de‑escalation skills • Thrives with minimal supervision; self‑manages priorities to the daily cash goal • Ability to build concise slides and present strategy, performance, and root‑cause actions to a CFO • Proficient with RingCentral (queues, call recordings, dispositions, click‑to‑dial); CRM/ERP or field‑service systems (e.g., ServiceTitan/Housecall Pro/QuickBooks or similar) • Works U.S. time zones; reliable connectivity for uninterrupted calling