Accounts Receivable Team Lead

We are HALO! We connect people and brands to create unforgettable, meaningful, and lasting experiences that build brand engagement and loyalty for our over 60,000 clients globally. With over 2000 employees, 1,100 Account Executives and 40+ sales offices across the United States, HALO is the global leader of our $25B industry.  

The Accounts Receivable Team Lead plays a critical role within the Accounts Receivable team. This role ensures timely, accurate processing, efficiency, and excellent service to internal and external stakeholders. This position provides daily guidance, coaching, and support to AR team members while partnering closely with AR leadership and cross-functional departments. Key focus areas include operational accuracy, communication, and continuous improvement.

Responsibilities:  

· Coach AR team members within respective team pods for their best potential with approach of SOSD and ONE HALO.

· Provide ongoing training, shadowing, mentoring, and performance feedback—including documented 1:1 conversation.

· Ensure AR Reps are following up with urgency and one touch resolution

· Monitor/coach AR Reps to ensure they are meeting/exceeding expectations set forth on productivity and qualitative KPIs

· Field front-line questions from department employees and other HALO staff; including escalations

· Coach AR Reps through resolution on escalated items to ensure they provide full, end to end resolution

· Reinforce positive team morale, encourage solution-driven thinking, and support the team in navigating challenges.

· Monitor department workload requirements for all segments within AR and ensure to manage resources within teams for coverage in partnership with Supervisor; if resources are not available communicate with Team Lead peers to engage others as necessary

· Possible participation in departmental overviews with visitors

· Oversee employee worklists and productivity to ensure aged items are being worked- provide assistance on next steps as  necessary

· Assist in Pod's >90 Aging to ensure reduction month over month

· Review productivity reports: Flag and Tags, Escalated items, Outbound Calls

· Monitor timely responses and escalations processes

· Identify trends, backlog risks, or root-cause issues and escalate them with recommended solutions.

· Participate in weekly huddles/calls status meetings with supervisor/manager

· Participate and provide updates during AR leadership meetings on concerns, backlogs, trends, and AEs or customers requiring specific handlings, communicate all barriers with a positive outlook and proposed solutions

· Host weekly team huddles and communicate all updates related to AR, timely and track meeting notes

· Ensure preparedness from team on status aging invoice calls

· Participate in SME activities for process improvements and SOP implementations across AR and Drop Ship

· Collaborate with other departments on invoice corrections as needed alongside with adjustments team (credit and rebills)

· May individually handle or assign department tasks for customers or AE’s with special requirements, including special invoicing requests in collaboration with Account Updates, Order Processing and AE onboarding

· Special projects as assigned

· Specific workflows may vary depending on what team this role is assigned to.

· 3+ years of Accounts Receivable, Billing, or Finance (corporate/B2B experience is a plus).

· Must collaborate with leaders in AR and within other departments to improve overall processes and customer experience

· Must be highly organized, detail-oriented, and capable of prioritizing multiple tasks independently while projecting a positive and  professional attitude

· Must be a flexible, team player, available to work overtime when required, work well under pressure and meet deadlines

· Proficiency in most Microsoft Excel and Outlook / 

· Deadline-oriented, organized, good time management, and detail oriented

· Strong written and verbal communication skills, with the ability to deliver coaching and feedback constructively.

· Positive, solution-oriented mindset with commitment to continuous process improvement.

· Flexible, team player and able to partner with all levels of management

Compensation: The estimated salary range for this position is between $20.00 - $26.00 hourly. Please note that this pay range serves as a general guideline and reflects a broad spectrum of labor markets across the US. While it is uncommon for candidates to be hired at or near the top of the range, compensation decisions are influenced by various factors. At HALO, these include, but are not limited to, the scope and responsibilities of the role, the candidate's work experience, location, education and training, key skills, internal equity, external market data, and broader market and business considerations.

Benefits: At HALO, we offer benefits that support all aspects of your life, helping you find a work-life balance that’s right for you. Our comprehensive benefits include nationwide coverage for Medical, Dental, Vision, Life, and Disability insurance, along with additional Voluntary Benefits. Prepare for your financial future with our 401(k) Retirement Savings Plan, Health Savings Accounts (HSA), and Flexible Spending Accounts (FSA).

Application Information: To apply to this opportunity, click the APPLY button at the top right or very bottom of the screen to complete our online application. A resume is optional, so you may choose to upload and have the application prefill with your information.  There are 5 sections to complete in total, including General information, Work History, Education, Compliance, and optional demographic questions. Once you have successfully submitted your application, you will receive a submission confirmation email from our system. 

Application Deadline:  Applications are reviewed and processed only when there is a specific need or opportunity, rather than on a fixed schedule or at a set deadline. Because they are reviewed on an as-needed basis, a job posting will be removed once the position has been filled or is no longer available. 

More about HALO

• At HALO, we unleash the energy of our client's brands and amplify their stories to capture the attention of those who matter most. For that reason, more than 60,000 small- and mid-sized businesses work with HALO and have made us the global leader of the branded merchandise industry.
• Career Advancement: At HALO, we love promoting from within. Internal promotions have been the key to our exponential growth in the last few years. With so many industry leaders at HALO, you'll have the opportunity to accelerate your career by learning from their experience, insights, and skills and gain access to HALO's influential global network, leadership experiences, and diverse thinking.
• Culture: We love working here and know that you will too. You can expect a positive culture of ingenuity, inclusion, and relentless determination. We push the limits of possibilities and imagination by staying curious, humble, and provocative in order to break through yesterday's limit. Diversity is the source of our creativity, and we thrive when each of us contributes to an inclusive culture of respect, dignity, and equity mindset in everything we do. We keep our promise for excellence with an unrelenting commitment to achieving results and supporting one another to stay accountable, transparent, and dependable.
• Recognition: You're going to succeed here, and you can count on us to celebrate your wins. Colleagues across the company will join in recognizing your big milestones and nominate you for awards. Over time, you'll earn so much recognition that you can convert into gift cards, trips, concerts, and merchandise at your favorite brands.
• Flexibility: We pride ourselves on flexible schedules that help you find a balance between professional and personal demands. We believe that supporting our customers is the priority and trust that you and your manager will find a schedule to achieve that priority.

HALO is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We insist on an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, pregnancy (including childbirth, lactation and related medical conditions), national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, and any other characteristic protected by applicable law. Inclusion is a core value at HALO, and we seek to recruit, develop and retain the most talented people.

HALO participates in E-Verify.  Please see the following notices in English and Spanish for important information: E-Verify Participation and Right to Work. 

HALO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need reasonable accommodation because of a disability for any part of the employment process – including the online application and/or overall selection process – you may email us at hr@halo.com. Please do not use this as an alternative method for general inquiries or status on applications as you will not receive a response. Reasonable requests will be reviewed and responded to on a case-by-case basis.