Accounts Receivable Lead

Applied Industrial Technologies

Accounts Receivable Team Lead ensuring accurate customer data and credit management. Overseeing customer account setups and evaluations for industrial technologies company.

Posted 6/30/2026full-timeDallas • Texas • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact

Manage new customer account setups, ensuring all required information and documentation are complete and accurate
Create and maintain customer account structures, including adding and updating 'ship-to' locations as required
Obtain necessary approvals for cross-regional account setups in accordance with company policies
Update customer account information, including contact details, terms, and account attributes as requested
Evaluate customer credit risk and assist in determining appropriate credit limits
Update credit limits as needed and ensure all changes are properly documented within the system
Analyze customer accounts to support order release decisions and ensure alignment with company credit policies
Evaluate monthly charges to ensure accuracy, completeness, and compliance with customer agreements
Identify discrepancies and ensure appropriate corrections are made in a timely manner
Upload and map all required customers and credit documentation into company systems (P21 and Enlighten)
Maintain accurate, organized, and up-to-date electronic records for all customer accounts
Ensure data integrity and consistency across all systems and platforms

Requirements

What you’ll need

High School Diploma or GED is required
Three years of accounts receivable and/or credit experience
MS Word, Excel, PowerPoint, 10-Key Adding Machine
High level of honesty/integrity; ability to be truthful and be seen as credible in the workplace
Proper listening, oral and written skills and command of the English language
Able to deal with both company employees and outside customers respectfully.
Must possess the trait of being organized for following a systematic method of performing a task

Benefits

Comp & perks

Equal opportunity employer
Commitment to fair treatment and growth opportunities

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Accounts ReceivableCredit Risk AssessmentData EntryDocumentation ManagementCredit Limit UpdatesOrder Release AnalysisDiscrepancy ResolutionSystem Mapping10-Key Adding MachineCustomer Account Structures

Soft Skills

HonestyIntegrityOrganizational SkillsListening SkillsOral and Written Communication

Certifications

High School DiplomaGED