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!