Fund Administrator Team Lead

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 the trusted, customer-centric, and sustainable leader in Business Process Optimization. We empower finance and healthcare organizations to thrive in a digital-first world by combining specialized industry expertise and innovative technology for 20 years. We navigate complex industry landscapes to drive transformative outcomes, helping businesses streamline operations, enhance customer experience, and achieve sustainable growth backed by a world-class Net Promoter Score of 75. Our approach combines operational efficiency with a human-centered ethos, ensuring sustainable value creation for our clients and team members.

As a Certified B Corporation, Infinit-O is committed to the highest standards of social and environmental performance, accountability, and transparency. We embed these values into every aspect of our operations—aligning business success with a positive impact on our clients, people, and communities. Our commitment to Diversity, Equity, and Inclusion (DEI) is integral to our mission. We believe that building inclusive, equitable teams is not only the right thing to do—it is also essential for driving innovation and better business outcomes. We actively promote equal opportunity through inclusive hiring practices, continuous learning programs, and regular equity assessments to ensure a fair and empowering workplace for all.

Key Responsibilities

• Help provide leverage to our clients by understanding and prioritizing their needs while effectively scaling our CFO services. Some of the strategic support that we provide includes:


• Capital calls and distributions


• Audit/tax support


• Pre/post close services


• Quarterly and annual financials


• Limited Partner communications


• Bring transparency to founders, VCs, and LPs and help our clients make more accurate decisions by helping them utilize our tools and resources such as:


• Real-time IRR


• Real-time portfolio data


• Provide additional data points (TVPI, RVPI)

Team Lead Duties

• Establish and execute processes and procedures


• Establish and manage the achievement of Key Performance Indicators (KPIs)


• Monitor and evaluate all processes and implement improvement to ensure customer clients receive appropriate and high-quality services as committed


• Perform daily and monthly auditing of work processes


• Monitor and assist team members in the daily operation aspects of the project including reviewing the status and performance against targets, performing root cause analysis of variances and making improvements to meet the targets


• Coach, guide and train team members by providing creative ideas and ways on how to carry out the respective tasks towards providing excellent service


• Provide assistance to team members in accordance with established practices and procedures


• Provide reports as agreed with the Customer


• Assist in hiring, selection and training of new team members

Requirements

Job Requirements and Credentials:

• 3+ years experience


• 1-3 years supervisory experience


• Desire to deliver outstanding Customer Experiences to our customers


• Highly organized with strong attention to detail


• Care deeply, genuinely, and passionately about our clients


• Excited to take on new challenges


• Responsive and able to complete tasks in a timely manner


• Ability to articulate technical and complex concepts in a clear and concise manner


• Ability to balance multiple active projects with competing priorities


• Exhibit diplomacy, tact, and poise when communicating with clients or customers


• Driven to help and solve problems


• Ability to work independently and in a team environment


• Strong written and verbal communication skills


• 1-3 years of experience in a contact center environment preferred