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Cash Application Team Lead

Role overview

Qualifications

  • Proven experience in cash application, accounts receivable, or a related finance role, with at least 2 years in a supervisory or team lead position.
  • Experience with payment reversals, credit memos, and high-volume payment processing.
  • Advanced proficiency in English, both written and verbal.
  • Strong leadership and team management skills with the ability to motivate and develop team members.

Responsibilities

  • Download incoming payment information from the bank, identify customers, and apply payments to customer invoices.
  • Export data from dashboards and analyze it for missing or inaccurate entries.
  • Lead, mentor, and manage a team of four Cash Application Specialists.
  • Oversee the daily cash application process, ensuring accurate and timely processing of customer payments.

Key facts

Other skills

  • Team Leadership
  • Analytical Skills
  • Microsoft Excel
  • Problem Solving
  • Organizational Skills

About the company

NABIS logo

NABIS

Cannabis & Hemp

Nabis is the #1 licensed cannabis wholesale platform supporting over 300 brands and supplying the entire network of California dispensaries with top-tier products. Nabis offers clients lightning-fast fulfillment, warehousing, payment processing, financing, data analytics, and sales and marketing services to enable more brands and retailers to innovate, launch, and scale. Founded in 2018 by serial tech entrepreneurs Vince C. Ning and Jun S. Lee., Nabis is fueled by cutting-edge technology designed to support cannabis wholesaling between brands and retailers. Nabis works directly with its partners to streamline the regulated cannabis wholesaling process by leveraging actionable, industry-leading sales data and insights to help brands and retailers scale strategically. Reach out to us at www.nabis.com Follow us on Instagram @nabis_hq

Company details

Company typeScaleup
IndustryCannabis & Hemp
Company size201 - 500

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Job description

About Nabis

Nabis is the #1 licensed cannabis wholesale platform in the world with the largest portfolio of cannabis brands, supplying $1B+ worth of cannabis products per year from hundreds of brands to retailers across California, New York, and Nevada. Our mission is to empower the world to discover cannabis by providing choice, access, and innovation.

We’re at the forefront of this movement and are building an innovative technology-first platform to scale the entirety of the cannabis industry. Through dedication to enhancing efficiency, transparency, and customer satisfaction, Nabis is paving the way for sweeping legalization.

Our team, backed by Y Combinator and from a celebrity roster of tech luminaries and celebrities, including DoorDash co-founder Stanley Tang, NFL Hall of Famer Joe Montana, Gmail creator Paul Buchheit, and Twitch co-founder Justin Kan, is scaling the cannabis supply chain with technology, and our ultimate goal is to become the largest distributor of cannabis products in the world.

The Role:

The Cash Application Team Lead supervises, coaches, and reviews the work and performance of a team of Cash Application Specialists. This role manages the escalation of complex issues, handles complex reconciliations, and drives process improvements β€” combining hands-on people leadership with strong technical ownership of the cash application function.

WHAT YOU'LL DO

  • Download incoming payment information from the bank, identify customers, and apply payments to customer invoices.
  • Export data from dashboards and analyze it for missing or inaccurate entries.
  • Research unapplied payments and drive them to resolution.
  • Respond to Collections and customer inquiries via Zendesk and Slack.
  • Lead, mentor, and manage a team of four Cash Application Specialists.
  • Review and approve cash application activities performed by the team to ensure accuracy and adherence to company standards.
  • Oversee the daily cash application process, ensuring accurate and timely processing of customer payments.
  • Supervise the reconciliation of daily cash applications with bank statements, ensuring all discrepancies are identified and resolved promptly.
  • Act as the first point of escalation for the team, handling complex issues and ensuring efficient problem resolution. Coordinate with internal and external stakeholders as needed.
  • Identify opportunities for process improvement, implement best practices, and lead initiatives to enhance team efficiency and accuracy.
  • Prepare and present regular reports on cash application activities, team performance, and key metrics to management.
  • Collaborate cross-functionally with AR, Brand Payments, Cash Operations, AOS, and IT to investigate and resolve payment discrepancies and system issues.

WHAT YOU BRING

  • Proven experience in cash application, accounts receivable, or a related finance role, with at least 2 years in a supervisory or team lead position.
  • Experience with payment reversals, credit memos, and high-volume payment processing.
  • Advanced proficiency in English, both written and verbal.
  • Strong leadership and team management skills with the ability to motivate and develop team members.
  • Excellent analytical and problem-solving abilities.
  • Proficiency in Excel (e.g., VLOOKUP, XLOOKUP, SUMIF, pivot tables) and familiarity with accounting software (QuickBooks preferred).
  • Strong organizational skills and the ability to manage multiple priorities and deadlines.
  • Experience in a remote work environment and a proactive approach to leadership and problem-solving.

TOOLS & SYSTEMS YOU'LL USE

  • Zendesk and Slack for Collections and customer inquiries
  • Bank portals for incoming payment data
  • QuickBooks and ERP systems (SAP, Oracle, or Sage)
  • Google Workspace (Sheets, Docs, Slides)
  • Excel, including pivot tables, VLOOKUP, and XLOOKUP

Nabis is an Equal Opportunity Employer

Nabis is seeking to create a diverse work environment because all teams are stronger with different perspectives and life experiences. We strongly encourage women, people of color, LGBTQIA individuals, people with disabilities, members of ethnic minorities, foreign-born residents, older members of society, and others from minority groups and diverse backgrounds to apply. We do not discriminate on the basis of race, gender, religion, color, national origin, sexual orientation, age, marital status, veteran status, or disability status. We are committed to providing reasonable accommodations to qualified individuals with disabilities, and do not retaliate against any employee or applicant who requests a reasonable accommodation, in compliance with the New York State Human Rights Law and the NYC Human Rights Law. All employees and contractors of Nabis are responsible for maintaining a work culture free from discrimination and harassment by treating others with kindness and respect.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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