7 Team Lead, Accounting Services Jobs in Temple, TX
PDI Software is Hiring a Team Lead, Accounting Services Near Temple, TX
- Exhibits strong teamwork and interpersonal skills.
- Has excellent organization, time management, listening, and communication skills.
- Strong written and verbal communication skills with a proven ability to communicate clearly and professionally with individuals at all organizational levels, internally and externally.
- Strong analytical/problem-solving skills as well as dashboards, spreadsheets, billing, and systems
- Ability to handle multiple competing priorities from various constituents with tight deadlines in a fast-paced environment.
- Proficient with Microsoft Office
- Onboard new team members and provide training on internal systems including Replicon, Okta, Salesforce, and Microsoft Teams.
- Support Professional Services projects by assisting on projects (where applicable) and following up on key items with Project Managers, Consultants, Managers, and customers.
- Create and update proposals, validate contracts, maintain contract records, and billing for contracts.
- Create new project records in internal project management systems when new Professional Services contracts are executed.
- Coordinate meeting schedules between customers and PDI team for onsite customer visits.
- Assist managers with timesheets, expense reports, and travel booking, as needed.
- Update project records and project team assignments, as needed, throughout the project lifecycle.
- Create and maintain reports for department metrics tracking and as needed by management team.
- Maintain department SharePoint site.
- Facilitate communication and act as an effective liaison between internal and external customers by providing confidential, timely, and accurate information when required.
- Independently answer and/or triage requests for information.
- Create, review, and update documentation, utilizing Microsoft Office tools especially PowerPoint, Excel, and Word.
- Create and manage electronic signature templates and documents using DocuSign and Adobe.
- Perform other duties and projects as assigned.
- Comprehensive benefits package including health, dental, and vision coverage effective immediately
- Matching Group Retirement Savings Plan
- PTO effective immediately
- Quarterly self-investment allowance for personal and professional development, health and wellness, entertainment, travel, charitable giving, tech, travel, etc.
- Strong culture that values authenticity, trust, curiosity, and diversity of thought
Job Summary
Full Time
$78k-99k (estimate)
04/06/2023
07/16/2024
pdisoftware.com
MARIETTA, GA
1,000 - 3,000
2010
ROBERT CLESI
<$5M
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About PDI Software
PDI is a fast-paced company that promotes strong values and a high-performance culture. We are proactive, detail-oriented, and committed to maximizing our efforts to drive results for our customers, the company and each other. Our company aspires to create an awesome team by attracting, developing and growing our talent. We value hard work and foster a fun and collaborative atmosphere that encourages sharing knowledge and building skill sets. PDI helps convenience retailers and petroleum wholesalers thrive through digital transformation and enterprise software that enables them to grow topline... revenue, optimize operations and unify their business across the entire value chain. Over 1,500 customers in more than 200,000 locations worldwide count on our leading ERP, logistics, fuel pricing and marketing cloud solutions to provide insights that increase volume, margin and customer loyalty. PDI owns and operates the Fuel Rewards loyalty program that is consistently ranked as a top-performing fuel savings program year after year. For more than 35 years, our comprehensive suite of solutions and unmatched expertise have helped customers of any size reimagine their enterprise and deliver exceptional customer experiences. Our Solutions: Fuel Pricing: From B2B to fuel retailers, PDI offers fuel pricing solutions to optimize profitability while streamlining the pricing process in a volatile fuel market. Marketing Cloud: PDI offers marketing cloud solutions to help retailers gain a competitive advantage, attract and retain more loyal customers and drive the greatest financial success. ERP: Reimagine your operations and empower your back office with ERP solutions that unify and transform the industrys fastest-growing convenience retailers and petroleum marketers. Logistics: PDI offers comprehensive petroleum logistics solutions that help you maximize productivity and profits while increasing visibility and control from the rack to the pump.
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