Transition Manager

Indevia; Mumbai; Hybrid; INR 2,500,000 - 4,200,000; Full time

Job summary

Indevia in Mumbai is seeking a Transition Manager to lead client transitions, migrate services, and optimize business processes within a hybrid work setup in Andheri Marol.

The role reports to the VP HR and Operations, collaborating with the CEO and senior stakeholders to drive transitions for US-based accounting clients, while improving workflows and service delivery across the organization.

Qualifications

• Bachelor’s degree with emphasis on accounting is desirable.
• 8–10 years of experience in process improvement and transition projects.
• Experience in P2P or O2C is a plus.
• Knowledge of ERP tools like Microsoft Dynamics, Sage 100, QuickBooks.
• Strong leadership and client-facing skills.

Responsibilities

• Lead and drive client transitions for new services and process migration.
• Ensure client satisfaction and adherence to company processes.
• Develop and monitor the Transition Plan to meet strategic goals.
• Analyze current transitions to identify improvement areas.
• Understand client business models and participate in pitches.
• Coordinate resource deployment and staff utilization to meet budgets.
• Educate teams on service processes to prevent drift.
• Manage and develop transition team to meet timelines.

Skills

International business experience

Valid US visa

Accounting knowledge

People management

Education

Bachelor’s degree in accounting or related field

Tools

Microsoft Dynamics

Sage 100

QuickBooks

Job description

We are hiring for the role of Transition Manager. PFB the details

Location: Andheri Marol

Mode: Hybrid

Role: Transition Manager

Job Description:

Transition Manager:

This position calls for a project management-driven role that is key in transitioning and onboarding new clients using our CRM solutions. We are seeking an Individual who would leverage his/her unique expertise to influence a move away from traditional accounting service delivery towards a more modern approach and efficient working practices, thereby acting as a critical change agent.

The ideal candidate is inquisitive, hands-on, passionate, and highly consultative in nature. The transition manager (TM) will report to the VP HR and Operations and closely collaborate with the CEO and Senior Stakeholders to drive projects across Indevia. The individual will lead, manage, and drive (US) Accounting client transitions into our environment.

Job Description TM:

• Responsible for leading and driving new client and existing client transitions for the addition of new services (migrating, improving, and optimizing the business process into our environment)
• Ensuring the satisfaction of client expectations and that company processes and procedures are followed and maintained, which includes all aspects of personnel, relationships with the client, and detailed decisions to make the transition a success.
• Undertake the development, implementation, monitoring, and reporting of the Transition Plan to meet the strategic goals and interests of the Organization.
• Analyze the current transition process to identify areas for improvement.
• Develop an understanding of the client’s business model and information needs. Participate in client pitches as part of new business tenders or relationship-building opportunities, as required
• Identify opportunities for work redesign, workflow enhancement, shift utilization, Staff mix, and staff utilization in order to meet / exceed internal financial goals.
• Work with and support the sales team to ensure service agreements are consistent with our deliverables, educate the client on the requirements of a successful transition in due diligence discussions/meetings with clients, draft client solutions, etc.
• Map the work process from client to Indevia, service delivery, client communication, and delivery follow-up. Ensure complete documentation of the service process. Since we primarily serve one type of client, create a service process master document and edit for each client.
• Educate the production/Operations team on following the service process when necessary so it is documented and does not drift over time.

Leadership:

• Builds and maintains a departmental structure, operating standards, and practices that are responsive and adaptable to evolving business needs.
• Managing team functions and utilizations, viz. workforce planning, facilitating recruitment, selection, induction, performance appraisal, training, etc., in line with overall business goals.
• Develops and implements a talent plan to ensure the right people are in the right place to meet the organization’s strategic needs at the right time.
• Manages employee performance by establishing clear goals and expectations, tracking progress against the goals, ensuring timely feedback, and promptly addressing performance problems and issues.
• Manages direct reports to demonstrate the ability to effectively manage and develop their assigned staff.
• Lead the transition team in terms of delivery timelines, service quality, documentation, cost, and client (both internal and external) satisfaction
• Team Management:
• Shares knowledge, mentor, and educates the organization's staff regarding the company's vision, opportunities, and challenges.
• Ensure company operation hurdles are resolved in a timely and cost-effective manner.
• Supervise staff in accordance with the operational and revenue objectives.
• Coordinate resource deployment across all processes for the engagement (Team Size, Span, Shift Utilization, Skill sets) in order to ensure budget & pricing assumptions compliance.
• Identify training needs for team members.
• Provide guidance and support to Transition teams on how to exceed client expectations.

Requirement:

• A bachelor’s degree with an emphasis on accounting is highly desirable. But other qualifications demonstrating a deep understanding of accounting are also acceptable.
• A minimum of 8-10 yrs. experience managing process improvement and transition projects to completion (and to be able to demonstrate tangible business benefits realization) - (onsite or offshore) – accounting /finance/BFSI/BPO is a plus.
• Demonstrated success as an accounting process transition manager – experience in P2P or O2C will be a plus.
• Knowledge of tools like Microsoft Dynamics, Sage 100, Quick books - highly preferable
• Leader with a service mindset who takes pride in growing the people she/he leads.
• Deep understanding of how to use accounting to create value for the client.
• Passion for using the best tools available to transform accounting.
• Entrepreneurial spirit who is excited by the prospect of rapid growth.
• Excellent interpersonal communication skills with a strong orientation toward customer service and the ability to communicate technical information effectively to technical and non-technical audiences.

Cultural fit:

• Of necessity, IAPL/IAI has evolved a consultative management style
• We understand that staff attrition has a high cost. We invest in hiring rare, responsible people and allowing them a great degree of autonomy.
• A top-down authoritarian style will not work.

Job location and compensation:

• Mumbai
• Compensation: Competitive with profit participation and bonus payouts

Preferred skills and qualifications

• International business experience
• Valid US visa