Team Lead, Accounting Specialists

This is a fully remote position, open to applicants in United States.

📋 Description

• Supervise Accounting Specialists along with their designated dealers.

• Conduct regular one-on-one meetings aimed at assessing performance, capacity, and professional growth.

• Oversee compliance with schedules, monitor reconciliation progress, and manage workload distribution.

• Maintain a light schedule coverage (approximately 5 accounts) to remain connected to the operational work.

• Provide guidance on accounting workflows and best practices related to reconciliation.

• Assist Specialists with account-related issues, escalations, and inquiries about processes.

• Ensure that Specialists uphold clean and accurate accounting schedules.

• Evaluate reconciliation tasks and identify any discrepancies or gaps in processing.

• Aid Specialists with the posting of credit memos, journal voucher processes, timelines, and backlog management.

• Reinforce compliance with accounting policies, standard operating procedures (SOPs), and best practices.

• Collaborate with Lead Admins and Customer Service teams to enhance schedule hygiene and resolve issues.

• Work alongside Service Delivery OEM Lead Warranty Specialists and Customer Success teams to enhance schedule hygiene and address concerns.

• Timely identify and escalate any scheduling issues appropriately.

• Partner with the Training Team and Director to facilitate the onboarding of new Accounting Specialists.

• Organize and deliver training for new Accounting Specialists, covering WarrSchedule, OEM-specific procedures, and DMS workflows.

• Support continuous skill development and reinforce standardized practices.

• Contribute to the Accounting Resource Center with updated processes and resources.

• Ensure compliance with SOPs, workflows, and reconciliation standards.

• Identify any gaps or inconsistencies and propose enhancements.

• Assist the Leader in the implementation of new tools, processes, and reporting mechanisms.

• Support work schedule planning and capacity management.

⛳️ Requirements

• Minimum of 3 years of experience in warranty operations, dealership accounting, or similar automotive positions.

• Strong knowledge of OEM/DMS workflows and schedule reconciliation processes.

• Proven ability to mentor and support team members.

• Exceptional communication and problem-solving abilities.

• Capability to balance leadership duties with schedule management.

• Strong attention to detail and a commitment to accuracy and consistency.

• Proficient in Excel, Adobe Acrobat, and various accounting systems.

• Comfortable working with the WarrCloud Platform, DMS systems, and OEM software.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Opportunities for professional development and continued learning.

• Comprehensive health and wellness benefits.

• Collaborative and supportive work environment.