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!
