About The Position

You are a hands-on leader who thrives in fast-moving environments and brings clarity to complex work. In this role, you guide a skilled operations team to deliver accurate, timely client expense and optional service processing. With a balance of ambition and care, you help your team grow, improve processes, and consistently deliver work our clients can trust.

Requirements

  • Minimum of 5 years of experience in client expense, sales administration, or related operational processing roles.
  • At least 2 years of experience in a supervisory, team lead, or peer-lead role supporting day-to-day execution and team performance.
  • Proven experience working in a high-volume, queue-based environment with shifting priorities.
  • Strong working knowledge of workflow management tools such as Wrike, including intake, tracking, and prioritization.
  • Demonstrated ability to collaborate across teams to drive operational consistency and process improvement.

Nice To Haves

  • Bachelor’s degree in business, operations, or a related field.
  • Experience updating standard operating procedures or supporting process documentation.
  • Comfort using data and metrics to guide decisions and communicate recommendations.

Responsibilities

  • Drive reliable, on-time execution of client expense and optional service requests by leading daily intake, prioritization, and workflow management through Wrike.
  • Ensure service levels, quality standards, and turnaround times are consistently met by aligning staffing, schedules, and capacity with business demand.
  • Build a high-performing team by coaching, developing, and supporting team members through regular feedback, onboarding, and skills growth.
  • Strengthen operational performance by monitoring accuracy, productivity, and process adherence, and taking action to address gaps or risks.
  • Lead continuous improvement within the workstream by identifying inefficiencies, standardizing workflows, updating procedures, and implementing scalable solutions.
  • Partner across the Support Resolution Center and with matrix teams to support cross-functional improvements and effective load balancing during volume spikes.
  • Use operational data and Wrike insights to spot trends, anticipate needs, and drive informed decisions.
  • Serve as a trusted escalation point for complex issues, ensuring timely resolution and strong communication.
  • Contribute to workforce planning by sharing insights on staffing needs, skills development, and hiring priorities.

Benefits

  • Starting on day one of your employment, you’ll be offered several health-related benefits including medical, vision, dental, and well-being and behavioral health programs.
  • We also offer 401(k), company paid life insurance, tuition reimbursement, a minimum of 18 days of paid time off per year and paid holidays.
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