doola

Account Management Team Lead

Philippines

Not SpecifiedCompensation
Senior (5 to 8 years), Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Business ServicesIndustries

Requirements

Candidates should have 5+ years of experience working as a customer service agent or equivalent, and 3+ years of experience working as a team-lead or manager, with experience in managing or leading a customer-facing team, preferably in account management or client success. They should possess the ability to manage multiple tasks and priorities efficiently, ensuring client inquiries are responded to within SLAs, proficiency with ticketing systems such as HubSpot, strong reporting skills, and the ability to work in a U.S. timezone overlap (at least 4–6 hours/day).

Responsibilities

The Account Management Team Lead will provide coaching and feedback to team members to foster professional growth and improve performance, ensuring that the team adheres to all service level agreements (SLAs) and client expectations. They will oversee the daily management of client-facing tax-related inquiries, ensuring all tickets are cleared (Inbox Zero) by the end of each day, assist Account Managers in resolving client inquiries and escalating technical issues, identify and flag recurring client pain points or systemic issues, track and report on team performance, and act as an escalation point for any sensitive or difficult client interactions.

Skills

Customer Service
Account Management
Team Leadership
Client Success
Ticketing Systems
HubSpot
Communication Skills
Time Zone Coordination

doola

Assists global entrepreneurs with U.S. business formation

About doola

Doola helps international entrepreneurs set up and manage their businesses in the United States. They provide services that simplify the process of incorporating a business, accessing U.S. payment systems, and ensuring compliance with legal requirements. Doola assists clients by obtaining necessary documents like the Employer Identification Number (EIN) and guiding them through state regulations. Unlike many competitors, Doola offers a free 10-minute consultation to attract clients and has a custom dashboard for easy access to important documents. Their goal is to make it easier for global entrepreneurs to navigate the complexities of starting a business in the U.S. and to support them as they grow.

Key Metrics

New York City, New YorkHeadquarters
2020Year Founded
$11.7MTotal Funding
EARLY_VCCompany Stage
Consulting, Enterprise Software, LegalIndustries
51-200Employees

Benefits

Health Insurance
401(k) Retirement Plan

Risks

Increased competition from fintech companies may erode doola's market share.
Reliance on international markets exposes doola to geopolitical risks and currency fluctuations.
Regulatory challenges in different jurisdictions may delay doola Money's rollout.

Differentiation

Doola offers a 'Business-in-a-Box' solution for global entrepreneurs entering the U.S. market.
Their fintech product, doola Money, enables international money transfers without a U.S. SSN.
Doola's partnership with Syndicateprotocol aids DAOs in becoming legal entities in the U.S.

Upsides

Doola's $8M funding round supports expansion of its fintech suite and service offerings.
Strategic investment from HubSpot Ventures boosts credibility and global market reach.
Growing demand for digital banking solutions enhances doola's market potential.

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