Account Receivable Operations Lead: Upgrade

# Account Receivable Operations Lead:
Upgrade in Atlanta
** Upgrade
* * Atlanta, GA Start Date
09/17/2026

Full-Time Contact Member The Account Receivable Operations Lead role at Upgrade works from Atlanta in a hybrid arrangement. The position manages cash reconciliation, merchant collections, credit decisions, reporting, and records that support financial operations. Upgrade places the role in its Merchant Relations & Development group within Business & Account Management.

The position is treated as full-time for this listing and calls for at least three years in accounts receivable, collections, cash reconciliation, financial-services recovery operations, or related work. The company lists a competitive salary and stock option plan rather than a numeric range. The work combines daily transaction review with monthly close activity, dashboard reporting, legal-request processing, and cross-functional escalation.
* ** Role:
** Account Receivable Operations Lead
* ** Company:
** Upgrade
* *
* Location:

** Atlanta, Georgia
* ** Work type:
** Full-time
* ** Arrangement:
** Hybrid
* ** Industry:
** Accounting & Finance
* ** Salary:
** Competitive salary and stock option plan
* *
* Experience:

** 3+ years in accounts receivable, collections, or related recovery operations

Apply For This Role Applicants should have a resume that names reconciliation, collections, reporting, and financial-controls experience. The application gives candidates a place to settle the hybrid schedule and the scope of the role before submitting.## Cash Reconciliation And Credit Controls The lead reconciles incoming cash each day and investigates transaction discrepancies. Credit decisions include partial refunds, full refunds, and leadership-approved expenses.

The role also maintains merchant expense and loss accruals, monthly reconciliations, comment-code allocation, and year-end close activities.

Audit-ready records cover collection actions, credit decisions, escalations, and supporting documentation. The position handles formal legal requests within statutory deadlines and prepares incident reports that can support demand letters or litigation. These duties require careful records, consistent judgment, and clear written communication across financial and legal teams.## Merchant Collections And Recovery Weekly work includes extracting and reconciling the Merchant Collections Report, maintaining escalated accounts, and leading collections syncs.

The lead reviews high-risk merchant accounts and directs formal escalation follow-up. Recovery caseloads run against weekly and monthly deadlines.

The position also investigates bill-file upload problems affecting the Present & Pay direct-biller system. That work connects account records to payment operations and requires root-cause analysis when a file does not move through the expected process. The role belongs with other accounts receivable roles in the Atlanta market.## Dashboards And Cross-Functional Reporting The lead builds and maintains Tableau accounts-receivable dashboards. Monthly reviews cover recovery trends, expense drivers, unapplied credit exposure, and defined key performance indicators.

The role validates data before reporting it to business partners.

Upgrade names Disputes, Accounting, Sales, Legal, Underwriting, Risk, Payments, and Cancellations as partner groups. The lead runs recurring syncs, documents merchant escalations, and maintains standard operating procedures. Tableau, Jira, HMD, and case-management tools support the work, while strong written communication keeps merchant-facing and audit-facing records usable.## Hybrid Work And Professional Growth Upgrade describes a workplace built around customer and teammate empowerment, information sharing, and an inclusive environment.

The company provides medical, dental, and vision insurance with employer-paid options, flexible paid time off, a 401(k), paid parental leave, health and wellness initiatives, and professional growth resources. Upgrade's current job openings page places this role among active Atlanta opportunities.

The role requires coordination across departments rather than isolated spreadsheet work. A successful hire can grow through financial-controls ownership, recovery analytics, legal-request coordination, and process documentation. Those paths keep the work connected to business operations and customer-account outcomes.

Candidates can prepare examples of a reconciliation problem, a collections process, a dashboard metric, and a case that…