Team Leader III (Accounting)

Ortigas Center Pasig City
Posted 3 years ago

Team Leader III is responsible for working across multiple product teams to implement end-to-end solutions for customers. This includes reaching out to clients, presenting them requirements, and gathering deliverables to successfully complete the implementation process. The Team Leader will provide product set-up guidance, manage customer solutions and adhere to project timelines. An understanding of financial reporting, custom report writing and budgeting will be necessary to successfully complete the required tasks. The team leader is instrumental in effectively communicating challenges to the appropriate departments to ensure positive ongoing client experiences.

The team leader will lead a team of Implementation Consultants who are subject matter expert and are responsible for data gathering, on-time implementations and backlog management. The Team Leader ensures the team stays on schedule, supervises end-to-end implementation process, ensures quality, manages customer issue resolutions, and provides employee coaching/problem resolution and drives activations to increase revenue.

Primary Responsibilities:

o Manage multiple client implementations simultaneously
o Accurately forecast activation dates and manage implementation appropriately to meet release dates
o Provide superior customer service to all internal and external customers
o Perform implementation tasks and assists with activations as needed
o Provide project management and coordination to ensure product activations are moving as quickly as possible
o Generate weekly and monthly performance reports
o Resolve complaints and answer questions from both internal and external customers
o Coordination of RealPage services including data conversion and training.
o Contributes innovative ideas to improve product, simplify processes and deliver services.
o Facilitate meetings, develops, and delivers presentations to clients and project teams.
o Identify issues as they emerge, determine appropriate course of action for resolution, and follow through to make sure the problem is resolved to the client’s satisfaction in a timely manner.
o Manage and schedule time to meet chargeability goals and maximize department profit.
o Assist with the creation and maintenance of implementation related documents, check lists and procedures.
o Train, coach, counsel, motivate and evaluate team members
o Assist Implementation Manager with forecasting, updating, and maintaining the monthly capacity and schedule
o Identify and assist development with resolution and enhancements to workflow, scripts, or system defects
o Assist in developing consistent implementation and project planning material for new hire onboarding.
o Collaborate regularly with other departments to improve processes or procedures

Required Knowledge/Skills/Abilities:

o Bachelor’s degree in Accounting or Finance, CPA is a plus
o Minimum of 5 years’ experience in financial or accounting position and implementation
o Minimum of 3 years’ experience as a team leader
o Strong organizational and time-management skills with the ability to handle multiple projects in a limited
time frame
o Must be detail oriented with strong organizational and analytical skills
o Technical skills and experience in financial reporting
o Excellent analytical abilities to grasp the key points from complicated details
o Advanced knowledge in Excel
o Outstanding verbal and written communication skills
o Ability to effectively communicate with Executive Level clients regarding project deliverables
o Ability to work overtime as needed to ensure deliverables are met
o Ability to travel to Richardson office once per year
o Must be able to multi-task, work in high paced and deadline driven environment
o Must be willing to work in a fixed Night Shift schedule
o Must be willing to work in Ortigas, Pasig City

Preferred Knowledge/Skills/Abilities:

o Accounting or Finance graduate
o Leadership experience
o Client facing, preferably consulting background
o Outstanding verbal and written communication skills
o Strong presentation skills

Job Features

Job CategoryAccounting, Call Center Operations, Team Leader
Salary :PhP 54,000-PhP 75,000

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