Manager, Accounting Services (Managed Services)

PDI Technologies•Temple, TX

1d•Onsite

About The Position

PDI Technologies is seeking a Manager, Managed Services to provide administrative and operational leadership for a large team of analysts, account managers, supervisors, and other service professionals who process customer financial transactions using PDI’s proprietary software. The role oversees daily service delivery, team performance, documentation, resource planning, and operational efficiency, ensuring work is accurate and timely. The manager will build a collaborative, accountable, customer-focused team culture centered on continuous improvement. The position is based onsite in Temple, Texas and requires prior direct experience managing hourly employees.

Requirements

Bachelor’s degree in accounting, finance, business, operations, or a related field.
Experience managing a large, hourly, or shift-based workforce; the position also requires prior experience directly managing hourly employees.
Experience in accounting services, financial operations, managed services, or customer account management.
Working knowledge of financial accounting principles and regulatory or compliance requirements.
Experience using performance metrics, automation, or AI-enabled tools to improve service delivery and operational efficiency.
Strong customer relationship management and problem-solving skills.
Ability to analyze operational and financial information and translate findings into action.
Strong verbal and written communication skills.
Advanced ability to use software and systems that support business operations.
Ability to work onsite in Temple, Texas.

Nice To Haves

Experience with PDI Enterprise or similar business software.

Responsibilities

Lead, coach, and develop a managed services team that includes supervisors, analysts, account managers, and hourly employees.
Oversee daily operations, staffing, scheduling, workload distribution, attendance, and coverage to meet customer commitments and performance standards.
Set expectations, monitor performance, provide constructive feedback, and conduct regular performance evaluations.
Mentor team members, identify development needs, and support high-potential employees’ professional growth.
Assign team members to customer accounts according to skills, experience, and customer needs.
Build relationships with customer decision-makers and support information flow and issue resolution.
Handle challenging customer situations, including discussions with frustrated or dissatisfied customers.
Analyze operational and financial data to identify trends, improve efficiency, and support customer profitability.
Use metrics and benchmarks to monitor accuracy, quality, productivity, and overall team performance.
Maintain process documentation and identify opportunities to simplify, standardize, or improve work.
Ensure activities comply with relevant regulations, internal policies, and established procedures.
Partner across the organization to resolve issues, manage competing priorities, and deliver a consistent customer experience.