CFO Services Team Lead - Finance Ops & Client Experience

Infinit-O; Santa Clara; On-site; PHP 670,000 - 1,339,000; Full time

Job summary

Infinit-O is seeking a seasoned Team Lead to drive CFO services delivery and client satisfaction. You will establish processes, monitor KPIs, and coach a project team to deliver high-quality, timely results.

The role emphasizes strong communication, organization, and the ability to balance multiple projects while guiding colleagues and ensuring transparent reporting to clients and stakeholders.

Qualifications

• 3+ years experience in customer service or operations.
• 1-3 years supervisory experience.
• Strong attention to detail and organization.
• Excellent written and verbal communication.
• Ability to balance multiple active projects.
• Experience in contact center environment preferred.

Responsibilities

• Help provide leverage to clients by understanding and prioritizing needs while effectively scaling CFO services.
• Establish and execute processes and procedures.
• Establish and manage the achievement of KPIs.
• Monitor and improve processes to ensure high-quality services as committed.
• Perform daily and monthly auditing of work processes.
• Coach, guide and train team members by providing ideas to carry out tasks.
• Provide reports as agreed with the Customer.
• Assist in hiring, selection and training of new team members.

Skills

Customer experience

Team leadership

Process improvement

Communication skills

Multitasking

Job description

Infinit-O is seeking a seasoned Team Lead to drive CFO services delivery and client satisfaction. You will establish processes, monitor KPIs, and coach a project team to deliver high-quality, timely results.

The role emphasizes strong communication, organization, and the ability to balance multiple projects while guiding colleagues and ensuring transparent reporting to clients and stakeholders.