Collections Lead (Sole Contributor) for an HVAC Company

1 month, 1 week ago
Full-time
Mid Level
Customer and Technical Support
OnlyExperts

OnlyExperts

OnlyExperts is an offshore recruiting firm that specializes in connecting highly skilled accounting and finance professionals from the Philippines and Latin America with companies in the US and Europe for full-time remote positions. The firm is led by experienced CFOs and accounting leaders, focusing on sourcing, screening, and vetting candidates with strong technical skills and English proficiency. OnlyExperts employs a thorough vetting process to ensure candidates meet client needs, including background checks and role customization based on specific industry requirements. They charge a flat fee of 25% of the candidate's annual salary, with no recurring fees and discounts available for multiple hires. The firm emphasizes quality by handling only full-time placements, allowing clients to hire directly through platforms like Remote.com or Deel.com.

staffing & recruiting
Founded 2024

Description

  • Make 50+ outbound calls per day using RingCentral to drive collections and maintain strong right-party contact and promise-to-pay results.
  • Negotiate payment arrangements, settlements, and same-day collections whenever possible.
  • Handle objections and resolve billing and payment disputes, including short-pays, missing purchase orders, warranty questions, return issues, and service quality concerns.
  • Own the accounts receivable aging pipeline across 30/60/90+ day buckets and prioritize accounts for a disciplined dunning cadence.
  • Escalate delinquent accounts using appropriate actions such as credit holds, lien or notice options where applicable, and small-claims recommendations.
  • Build weekly and monthly plans to meet cash targets, reduce days sales outstanding, and present results and next steps to the CFO.
  • Provide customer service while identifying and closing or handing off simple upsell opportunities such as maintenance plans, filter replacements, and service agreements.
  • Partner with Dispatch, Service, Install, and Accounting to resolve ticket discrepancies, missing work orders, and billing errors.
  • Document all calls and account activity with accurate dispositions, notes, and follow-up actions.
  • Produce daily and weekly dashboards and a month-end summary covering cash collected, promise-to-pay conversion, aging movement, and root causes.

Requirements

  • 3–5+ years of experience in high-volume B2C or B2B collections.
  • Experience in the HVAC, trades, construction, or home-services industry preferred.
  • Clear, neutral American accent with confident phone presence.
  • Strong collections knowledge, including A/R aging, DSO, RPC/PTP, dunning cadence, payment plans, short-pays, credit memos, chargebacks, disputes, settlements, and escalation methods.
  • Proven ability to handle objections and turn payment resistance into commitments.
  • Ability to work independently with minimal supervision and self-manage to daily cash goals.
  • Experience creating concise executive readouts or slide presentations for leadership, including a CFO.
  • Proficiency with RingCentral, including queues, call recordings, dispositions, and click-to-dial.
  • Experience with CRM, ERP, or field-service platforms such as ServiceTitan, Housecall Pro, QuickBooks, or similar is a plus.
  • Must work US business hours and have reliable connectivity for uninterrupted calling.

Interested in this position?

Apply directly on the company website

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