Account Management Ops Team Lead
Core
Lead operational workflows for billing, revenue collection, and commission processing within the Institutional and Retirement Billing team.
Role type
Senior IC account management operations team lead
Builds
Accurate billing cycles, revenue collection, and commission payments for clients and business partners
Domain
Financial services / Billing and Revenue Operations
Required skills
Billing operations, Revenue collection, Commission processing, Financial reporting, Process improvement, Quality assurance, Workflow management, Data analysis, Exception handling, Team coaching
Preferred skills
Wealth management knowledge, Retirement products, Cross-functional collaboration
Technologies
Microsoft Excel (V-lookup, pivot tables)
Responsibilities
Coordinate team workflow for fee setup, billing calculations, and invoice distribution; Provide training and coaching on billing exceptions and payment variances; Monitor service levels and performance metrics; Conduct quality assurance reviews of financial entries; Research complex operational issues and payment discrepancies; Support risk management and audit processes; Identify opportunities for process improvement.
Seniority
Senior, hands-on IC
