Lead Collections Specialist

Activated Insights•Tampa, FL

19d•Onsite

About The Position

Activated Insights, a Software-as-a- Service (“SaaS”) leader in long-term and post-acute care, is hiring a Lead Collections Specialist. Founded in 2008, Activated Insights is a software company serving North America’s fastest-growing labor market—long-term and post-acute senior care. As the market leader, our technology, surveys, and training solutions are used by everything from mom-and-pop small businesses to billion-dollar care organizations. Ultimately, our services impact the lives of hundreds of thousands of seniors every year. Today, with over 250 team members and over 7,000 customers that extend into over 23,000 sites of care, our products focus on employee engagement, ongoing education, resident and patient satisfaction surveys, and reputation management tools. What Sets Activated Insights Apart: We are at the heart of the healthcare industry's most dynamic sector, with an ever-growing demand for post-acute care and long-term care to address the fastest growing segment of the US population. Our bond with healthcare providers draws compassionate, service-driven team members, fostering a spirited, collaborative culture aligned on our mission to deliver exceptional experiences for our employees, our customers and the people in their care. A high performing executive leadership team with success in both public and PE companies, primarily in high-growth companies focused on the long term and post-acute care market. Backed by a private investment firm with 40+ years of experience forging lasting partnerships across the healthcare industry. Why Is This Role So Special? The Lead Collections Specialist will play a key role in improving cash flow by driving effective collections while building and enhancing scalable collections processes. This individual will combine hands-on collections expertise with a process-oriented mindset to strengthen performance and consistency. The ideal candidate has experience managing high-priority accounts, using data to identify opportunities and risks, and establishing clear reporting and updates. This role requires someone who can both execute and continuously improve collections strategies to support the company’s financial goals.

Requirements

5+ years in collections or accounts receivable with a strong record of improving cash collections.
Proven experience owning or improving collections processes, workflows, and best practices.
Strong ability to analyze aging, identify risk accounts, and drive targeted collection strategies.
Experience managing complex or high-value accounts and negotiating payment resolutions.
Experience producing collections reporting and performance updates for finance leadership.
Working knowledge of billing, invoicing, and cash application processes.
Experience improving collections through system usage, automation, or reporting tools.
Proficiency with ERP and CRM systems, including Sage, Zuora, and Salesforce, as well as Microsoft Office (particularly Excel) or similar reporting tools.

Responsibilities

Manage and proactively collect on outstanding accounts receivable to accelerate cash flow and reduce delinquency.
Identify and prioritize top accounts for focused collection efforts, using data and aging analysis to guide outreach.
Conduct regular customer contact via phone, email, and other channels to resolve overdue payments, negotiate plans, and escalate issues.
Research and resolve disputed invoices or payment discrepancies in coordination with internal team
Support and guide other collectors by sharing best practices and helping resolve escalations as needed.
Design, document, and enhance collections processes and best practices to improve efficiency, consistency, and recovery performance.
Identify opportunities to reduce manual work by leveraging and optimizing our systems, including Zuora and Salesforce.
Track key performance indicators (KPIs) such as Days Sales Outstanding (DSO), recovery rates, aging trends, and cash collected and prepare regular reports for leadership.
Provide timely updates to finance leadership on portfolio status, risk areas, and process improvement opportunities.
Partner cross-functionally (Sales, Billing, Cash Applications, Customer Service) to resolve blockers and streamline workflows impacting collections.
Escalate high-priority accounts and collection challenges to senior stakeholders with actionable recommendations.
Ensure collection activities comply with company policy, credit terms, and applicable laws/regulations.
Maintain accurate documentation of all collection interactions and account statuses in the system.