Team Lead, Offboarding, Account Operations - Ongoing Monitoring

6 - 10 years

0 Lacs

Posted:1 month ago| Platform: Shine logo

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On-site

Job Type

Full Time

Job Description

Role Overview: At Tide, we are looking for a Member Offboarding Team Lead to oversee the involuntary offboarding and account closure process. In this role, you will be responsible for creating and managing offboarding processes, coordinating with various teams, developing strategies for optimization, monitoring key performance indicators, handling complex cases, fostering a culture of continuous improvement, and managing daily task allocation within the team. This role requires strong leadership skills, strategic thinking, and problem-solving abilities to ensure seamless execution while prioritizing member needs. Key Responsibilities: - Create and manage involuntary offboarding processes and procedures, ensuring accuracy and timeliness for dissolved and liquidated company accounts. - Coordinate with Compliance, Legal, and Operations teams to ensure regulatory and internal standards are met. - Develop and implement strategies to optimize the offboarding process, enhancing efficiency and member experience. - Monitor and analyze key performance indicators (KPIs) to identify trends and areas for process improvement. - Handle complex offboarding cases, ensuring smooth transitions and issue resolution. - Foster a culture of continuous improvement, encouraging innovation and proactive problem-solving within the team. - Act as an escalation point for offboarding issues, resolving them efficiently. - Ensure documentation and member communications are clear, professional, and accurate. - Oversee daily task allocation within the team, ensuring efficient workflow distribution and completion. - Collaborate with cross-functional teams to align offboarding processes with broader business goals. - Manage additional remediation tasks as required. Qualifications Required: - 5-7 years of experience in operations, client lifecycle management, or a similar function. - Proven leadership experience in managing teams and driving process improvements. - Strong understanding of customer lifecycle management and handling complex scenarios. - Excellent communication and interpersonal skills, with the ability to liaise across departments. - Proficiency in G-Suite (Google Docs, Sheets, Drive, Slides), and data analysis to support decision-making. - Adaptable and able to prioritize effectively in a fast-paced environment. - Strong multi-tasking abilities, managing multiple work streams concurrently. Note: Tide is a rapidly growing company that aims to empower small businesses and help them save time and money. If you are a strategic thinker, proactive problem-solver, and passionate about process optimization and compliance, we would love to hear from you. Join us in our mission to make a difference in the fintech industry.,

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