Team Lead, Client Services
Omada HealthSalary not specified
- Full Time
- Senior (5 to 8 years)
Not SpecifiedCompensation
Junior (1 to 2 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, AccountingIndustries
Requirements
Candidates should have at least 5 years of experience as a bookkeeper and 3+ years of experience as a team-lead or manager, with experience in managing or leading a bookkeeping team and preparing financial statements for businesses of all sizes. They should also have experience working in a U.S. timezone overlap (at least 4–6 hours/day) and proficiency with ticketing systems such as HubSpot.
Responsibilities
The Bookkeeping Team Lead will assist Bookkeepers in resolving client inquiries, prepare financial reports, P&L Statements, and GL Ledgers, provide coaching and feedback to team members, ensure adherence to SLAs and client expectations, oversee the daily management of client-facing bookkeeping inquiries, identify and flag recurring client pain points, track and report on team performance, and act as an escalation point for sensitive client interactions. They will also assist the team in maintaining a high level of client satisfaction and guiding them to deliver exceptional service.
Skills
Bookkeeping
Client Management
US Bookkeeping Process
Team Performance Tracking
Ticketing Systems (HubSpot)
Financial Reporting
P&L Statements
General Ledger
Leadership
Communication Skills
Time Management
Client Interaction
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