Team Lead, Onboarding

3 days ago

Taguig, Philippines Virtua Solutions Outsourcing Full time

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, you’ll ensure top-notch performance, guide your team through challenges, and drive continuous improvement in our onboarding and collection processes. You’ll 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 you’re ready to lead a dynamic team and make a real impact on our onboarding and collections processes, we want to hear from you

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