Job Description

Lead and coordinate the servicing and operations team, ensuring client deliverables are completed accurately, on time, and in line with service expectations.
Monitor active client relationships and projects, proactively identifying risks, concerns, or areas requiring leadership attention.
Act as the primary escalation point for operational, client-facing, and team-related challenges, helping drive timely resolutions.
Coach, mentor, and support team members through ongoing feedback, performance discussions, and professional development opportunities.
Oversee new hire onboarding and training initiatives to ensure a smooth transition and successful integration into the team.
Collaborate with leadership to evaluate processes, streamline workflows, and implement operational improvements that increase efficiency and scalability.
Prepare and communicate regular updates on team productivity, client engagement status, resource allocation, and key business trends.
Maintain and update operational documentation, process guidelines, and escalation tracking to support consistency, compliance, and continuous improvement.

Accounting Director

Quick Overview