• Payments and Invoicing Team Lead

    The Raymond Corporation (Addison, TX)


    We’re seeking a detail-oriented and proactive Payments & Invoicing Team Lead to support and strengthen our cash application and billing operations. This role is perfect for someone with strong process ownership, excellent communication skills, and a deep understanding of revenue support requirements. This role requires heavy phone communication with external customers. You’ll help ensure timely, accurate application of payments and invoice delivery—while supporting the team with escalations, coverage, and process improvements.

    Key Responsibilities – Prioritized

    * Payment Application Oversight

    * Validate and monitor cash application processes in Billtrust to ensure payments are applied accurately.​

    * Review payment batches prior to posting and flag discrepancies or irregularities

    * Lead the unapplied cash process: research issues, make outbound calls to customers, and ensure resolution.

    * Create credit memos for internal approval and manage refund requests end to end

    * Ensure all revenue support documentation complies with JSOX and internal audit standards

    * Work with Specialist to ensure posted cash balances with Bank Activity - Research and resolve any discrepancies before period end.

    * Invoice Delivery & Portal Management

    * Manage account-level invoice delivery instructions and ensure changes are correctly reflected in Billtrust Billing & Payments

    * Collaborate with the Portal Receivables Specialist to ensure timely, accurate invoice delivery through customer portals

    * Help resolve any portal-related barriers to collections and support follow-up on overdue balances tied to invoice delivery issues

    * Manage Delivery of monthly customer statements

    * Team Support & Cross-Training

    * Provide temporary coverage for key processes including Payment Application, Invoice Delivery, and Portal Management during peak periods or team absences

    * Assist in training and onboarding of new team members on systems and processes

    * Process Documentation & Improvement

    * Maintain and update Standard Work Instructions (SWIs) and process maps to reflect current practices

    * Lead or contribute to process improvement initiatives focused on reducing friction, especially around “Special Handling” accounts

    * Identify opportunities to shift repetitive or administrative workload off collectors and onto billing or payment teams where appropriate

    What We’re Looking For

    * Experience:Prior experience in payment application, invoicing, or AR operations. Familiarity with Billtrust and JSOX/internal audit requirements preferred

    * Skills:Strong communication, especially by phone and email, with attention to accuracy and compliance

    * Problem-Solving:Analytical mindset with a desire to streamline and clarify complex processes

    * Initiative:Comfortable owning processes from start to finish, with the ability to support team members and customers proactively

    * Team Culture:Flexible, collaborative, and aligned with Malin’s Customer First values

     

    Why Join Us?

     

    * Be part of a team that values ownership, attention to detail, and cross-functional collaboration

    * Help shape the future of our billing and payments processes

    * Enjoy a hybrid schedule with a close-knit team that supports one another