Accounts Receivable Lead - Houston, TX

Southeastern Trench Safety; Houston (TX); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Health Insurance

401(k) Plan

Paid Time Off

Training & Development

Boot/PPE Allowance

Job summary

Opifex-Synergy in Houston, TX is seeking an Accounts Receivable Lead, a senior role that combines hands-on AR duties with ownership of higher‑level account adjustments and complex escalations.

You will manage the AR inbox, perform collections on aged invoices, process lien waivers, review credits, and partner with sales and management to ensure accurate documentation and strong internal controls in a collaborative, office‑based environment.

Qualifications

• Strong knowledge of AR processes and collections practices.
• Experience resolving complex account discrepancies.
• Ability to handle credit memos and payment corrections.
• Understanding of documentation standards and internal controls.
• Strong communication and cross-functional collaboration skills.
• High attention to detail and organizational skills.

Responsibilities

• Managing and responding to the AR inbox in a timely manner.
• Performing collections on aged invoices (50+ days).
• Processing lien waivers and designated credits within authority.
• Reviewing unapplied credits and following up with sales or customers.
• Monitoring aging reports and researching account discrepancies.
• Maintaining accurate customer account documentation.

Skills

AR processes

Collections

Cross-functional communication

Attention to detail

Job description

Are you seeking a rewarding role with a respected company? Join Opifex-Synergy where we offer career advancement and professional development in a collaborative, supportive environment. We value teamwork and foster a positive work culture.

Opifex-Synergy represents a unique business model in the compact and heavy equipment industry. We offer a diverse range of equipment from leading manufacturers, serving the needs of everyone from large commercial construction firms to local subcontractors and general contractors.

The Accounts Receivable (AR) Lead is a senior-level AR position responsible for performing all duties of the AR Administrator while serving as the primary resource for complex account issues and escalations. This role functions as a working lead, one step above the AR Administrator, and maintains ownership of higher-level account adjustments to ensure accuracy, consistency, and strong internal controls within the Accounts Receivable function.

Essential Functions

AR Lead Responsibilities:

• Managing and responding to the AR inbox in a timely manner
• Performing collections on aged invoices (50+ days)
• Processing lien waivers
• Assisting sales representatives with customer communication as requested
• Reviewing unapplied credits and following up with sales representatives and/or customers
• Monitoring aging reports and researching account discrepancies
• Maintaining accurate and complete customer account documentation

AR Lead – Additional Responsibilities:

• Reviewing and correcting misapplied payments
• Processing and approving designated credit memos within authority limits
• Making cash receipt corrections as necessary
• Maintaining proper documentation in accordance with SOPs for:
  • Credit memos
  • Misapplied payments
  • Cash application corrections
• Ensuring all account adjustments are properly reviewed, supported, and compliant with internal control policies
• Serving as the escalation point for complex account issues
• Assisting in the facilitation of weekly AR meetings
• Supporting communication between AR, management, and sales teams regarding escalated accounts
• Providing guidance and support to AR Administrators in prioritizing daily and weekly tasks
• Promoting consistency and adherence to established AR processes

Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

Required Education and Experience

• Strong knowledge of Accounts Receivable processes and collections practices
• Experience resolving complex account discrepancies
• Sound judgment when handling credit memos and payment corrections
• Strong understanding of documentation standards and internal controls
• Strong communication skills and ability to work cross-functionally
• High attention to detail and organizational skills

Military service will be considered in lieu of education/certification experience as applicable.

Supervisory Responsibilities

• This position does not have direct management authority but provides workflow support and subject matter expertise to the AR team.

Work Environment

• Primarily based in a corporate office environment
• Climate-controlled workspace equipped with computers, phones, and business systems
• Frequent interaction with customers, vendors, and internal staff in person and via phone/email
• Regular collaboration across departments
• Periodic visits to construction sites or operational locations
• Occasional exposure to moderate noise, dust, or active work environments
• Exposure to weather conditions during outdoor visits
• Must be comfortable transitioning between administrative and industrial settings
• Strong communication, coordination, and multitasking skills required
• Uneven terrain and moving equipment may require proper footwear

Travel Required

• Minimum travel required, potentially 2–3 times per year for training

Physical Demands

• Requires a moderate level of physical activity and flexibility
• Primarily sedentary office work using a computer and phone
• Ability to sit for extended periods with intermittent standing or walking
• Occasional bending, squatting, lifting, or carrying items up to 50 pounds
• Ability to move between office buildings, construction sites, or operational areas as needed
• Manual dexterity and visual acuity required for office equipment
• Must communicate effectively in writing and verbally
• May require extended focus, attention to detail, and mental concentration
• Must maintain awareness in dynamic work zones with vehicular and equipment traffic

Our Benefits & Perks

We want our team members to feel supported, valued, and set up for long-term success. Our benefits are designed to take care of team both at work and at home.

Core Benefits:

• Medical, Dental & Vision Insurance
• Health Savings Account (HSA) with company contributions
• 401(k) & Roth retirement plans with company matching
• Generous paid time off and company paid holidays
• Company Paid Wellness, Employee Assistance and Discount Programs
• Boot/PPE Annual Allowance
• Career Development & Company Paid Training

Benefit eligibility can vary by role, and not all benefits apply to every position. During the hiring process, we will walk you through the benefits specific to this role. This position may also include Tool Reimbursement, Safety Bonuses, Profit Sharing, and/or Commission Earning opportunities.

Other Duties

Please be aware that while this job description outlines the primary responsibilities of the role, it may not include every task or requirement. Responsibilities may change with or without notice based on business needs and operational requirements.

Additional Eligibility Requirements

At Opifex-Synergy, we prioritize the safety and well-being of our employees. All successful candidates must undergo a background check and drug test before beginning employment.

Opifex-Synergy is an equal opportunity employer, and all qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.