About The Role

Are you an experienced leader with a passion for process improvement and customer success We are looking for a Team Lead to oversee our Onboarding and Collection teams. In this role, youll ensure top-notch performance, guide your team through challenges, and drive continuous improvement in our onboarding and collection processes. Youll collaborate closely with Sales, Customer Success, and Finance teams to deliver a seamless experience for our customers.

What You'll Do

Ensure performance KPIs are met for both onboarding and collection teams.
Lead meetings with Sales, Customer Success, and Finance to ensure smooth handoffs from sales to onboarding.
Train and mentor new team members, providing support and troubleshooting as needed.
Serve as a go-to resource for onboarding peers, ensuring consistent execution of processes.
Lead and document process improvement initiatives to boost accuracy, speed, and scalability.
Prioritize and manage team workloads, maintaining effective resource planning.
Act as a liaison between the local team and global finance teams.

What We're Looking For

5+ years of experience in a customer-facing and operational onboarding role.
At least 3 years in a team lead or supervisory role within finance operations.
Proven experience with operational KPIs and resource/capacity planning.
Strong attention to detail, organizational, and problem-solving skills.
Comfortable interpreting and validating purchase orders, customer documentation, and contract terms.
Experience working with teams and customers across multiple regions (Americas, EMEA, APAC).
Ability to resolve complex issues and drive solutions.
Experience managing multiple vendor/customer portals.
Proficient in NetSuite and Salesforce.
Excellent written and verbal communication skills, with confidence in stakeholder interactions.
Able to work independently in a fast-paced environment and guide others toward best practices.

If youre ready to lead a dynamic team and make a real impact on our onboarding and collections processes, we want to hear from you!

Team Lead, Onboarding & Collections (SaaS)