Payment Solutions Team Lead II

SCALIS; Cebu City; On-site; PHP 14,523,000 - 16,923,000; Full time

Benefits offered by this job

Health insurance

401(k)

Paid Time Off (PTO)

Paid Holidays

Job summary

Boundless is seeking a Principal Architect to lead the redesign of our software platform and AI-powered tools for immigration workflows. This remote-first role prioritizes Seattle-based work where needed, with hybrid options.

You will guide architecture, data pipelines, and agent infrastructure to serve thousands of users, balancing speed, accuracy, and scalability. You will collaborate across teams, mentor engineers, and shape an AI-enabled, auditable platform designed for regulatory

Qualifications

• 2+ years leading financial operations or collections teams in B2C/B2B settings.
• Degree in Accounting/Finance preferred but not required if skills demonstrable.
• Experience using data tools (Claude, Sigma, PowerBI, Looker Studio, Google Workspace).
• Strong communication and ability to simplify complex topics for stakeholders.

Responsibilities

• Report to Senior Manager of Operations and track KPIs across Fulfillment Ops.
• Maintain weekly/monthly KPI dashboards and data accuracy.
• Mentor and develop team members on performance and process improvements.
• Oversee data flow from transactional systems to analytics warehouse and reports.

Skills

People leadership

Financial operations

Data analysis tools

CRM & ticketing

Communication

Automation mindset

Education

Accounting/Finance degree

Tools

Claude

Sigma

PowerBI

Looker Studio

Google Sheets/Workspace

Job description

Hey — Let's find your next opportunity

We’re a team of immigrants and experts who have struggled with our own journeys through the complex, high-stakes U.S. immigration system. That is why we are building deeply customer-centric products and experiences to become the default trusted partner for all families through their entire immigration journey and their first ten years of life in a new country.

Since 2020, Boundless has become the largest player in the family immigration industry, helping tens of thousands of families every year achieve their dreams and becoming the first brand in an industry that has never had one before.

We're backed by influential early-stage venture investors around the country, including Foundry Group (led by Brad Feld), Emerson Collective (Laurene Powell Jobs’ foundation), Pioneer Square Labs, Two Sigma Ventures, Trilogy Equity Partners, and Jerry Yang, and are well-capitalized for years of growth.

What You Will Do

• As a Team Lead II within the Payment Solutions Team, you will lead and coach a group of 4-5 Payment Solutions Specialists and Agents responsible for day-to-day Accounts Receivable & Accounts Payable execution.
• You will own a team of 3 specialists managing $1 million in AR with a target of reducing customer defaults down to 10% & 1 specialist managing the customer AP process. You ensure your team executes consistently against SLAs, quality standards, and financial targets. You are accountable for frontline performance, workload management, and first-level issue resolution. You translate priorities set by the Finance Operations Manager into clear daily actions and ensure your team has the support and structure needed to succeed.

This role is hands-on and execution-focused, combining people leadership with operational oversight and continuous improvement.

Key Responsibilities

Team Leadership & Coaching

• Lead and coach team members through daily standups, weekly 1:1s, and ongoing performance feedback.
• Own onboarding and ramp-up for new hires on the team
• Set and reinforce expectations around ownership, quality, and professional customer communication.

Performance Management & Execution

• Monitor individual and team performance against KPIs, SLAs, and quality benchmarks.
• Identify performance gaps early and implement corrective actions.

Operational Oversight (AR & AP)

• Oversee daily AR and AP operations across the Individual segments, ensuring adherence to SLAs, policies, and financial controls.
• Serve as 1st AP Approver prior to release of any “money-out”.
• Monitor workload distribution, execution quality, and backlog based on volume, complexity, and performance data.
• Ensure operational consistency across platforms and workflows.
• Provides support for the Senior Team Lead and Manager when they are out of office
• Handle Level 1 payment-related escalations across channels (email, calls, chat).
• Resolve standard escalations independently and escalates complex or high-risk issues to the Senior Team Lead with context and recommendations.

Quality Control & Compliance

• Conduct regular audits of case handling, documentation, and customer communications to ensure compliance with SOPs and policies.
• Ensure accurate processing and adherence to financial and operational controls.

Reporting & Operational Visibility

• Create, maintain, and update operations trackers and agent-level reporting.
• Use AI (e.g., Claude) and data tools (e.g., Sigma, PowerBI, Looker, KNIME, Google Sheets) to monitor trends, flag risks, and support performance discussions.
• Share regular performance updates with the Senior Team Lead.

Process Improvement

• Identify process gaps, bottlenecks, and recurring issues within team workflows.
• Initiate and support improvement efforts that enhance efficiency, accuracy, and customer experience.
• Ensure process changes and best practices are documented and communicated to the team.

Who You Are

• You are a people-first leader who keeps execution tight and consistent.
• You are comfortable balancing coaching with accountability.
• You handle day-to-day issues calmly and know when to escalate.
• You think in terms of execution quality, risk, and throughput not just task completion.
• You lead by example and create clarity in fast-moving environments.

What You Bring

• 2+ years of experience leading financial operations and collections teams within a B2C and/or B2B Setting
• Comfortable working with financial and AR concepts; a degree in Accountancy, Management Accounting, Finance, or a related field is preferred but not a hard requirement if you can demonstrate the skill directly
• Proven experience using data tools (e.g., Claude, Sigma, PowerBI, Looker Studio, Google Workspace) to drive decisions and monitor team performance
• A proactive, strategic mindset - you anticipate risks, identify gaps early, and take action before issues escalte
• Strong communication skills, with the ability to simplify complex topics for teams and cross-functional partners
• A driver mentality - you influence others, lead with clarity, and hold the team accountable for results
• Experience with CRM and ticketing tools, paired with strong operational discipline
• A passion for building a high-performance, customer-first culture focused on clarity, ownership, and continuous improvement

What We Offer

You will be part of a dynamic workforce in an environment where you will collaborate with the expert and elite talents in the online immigration services industry.

You can cultivate your skillfulness and dexterity amongst us as you experience a highly creative culture built on loyalty and responsibility to our partners while having a lot of fun at work.

Great company perks and benefits await you!

Health Insurance

401(k)

Paid Time Off (PTO)

Paid Holidays

Preferred Skills

experience leading financial operations and collections teams within a B2C and/or B2B Setting

Boundless

Our Company

Boundless is a Seattle-based company started by a team of immigrants and experts. We’ve been featured in The New York Times, NBC News, Univision, and more. We are an A+ Better Business Bureau-accredited company and the proud recipient of the BBB’s 2018 “Business of the Year” award.

In 2020, RapidVisa joined Boundless as the trusted partner for families in navigating the high-stakes US immigration process more seamlessly. Our main RapidVisa office is located in Las Vegas and has been helping reunite 60,000+ families for more than a decade. RapidVisa has been featured in Fast Company, Newsweek, and The Washington Post, among others. While we support many petition types, we specialize in family reunification-type visas and the preparation of immigration documents.

Now, we have grown to 200+ full-time employees across three offices that offer phone and chat support seven days a week. Because we are working to scale up in the years to come, we are looking for more great talent!

Your Mission

Drive critical business decisions and operational performance by managing and reporting accurate data/ dashboards relevant to the team.

This role will engage with internal stakeholders to analyze and gather accurate data while ensuring that all confidential information is kept private. The ideal candidate is a self-starter with strong communication skills, attention to detail, and good interpersonal abilities, along with a commitment to maintaining data confidentiality.

You have the capability to extract information from various sources, compile and track useful data, and evaluate its accuracy to share insights with relevant leaders. You possess a passion, knowledge and experience with reporting tools, CRM and analytics, and the ability to adapt to changes in a fast-paced environment. You are motivated by performance-driven success.

What You'll Do

• Report directly to the Senior Manager of Operations
• Track quantitative and qualitative Fulfillment Ops metrics covering all Key Performance Indicators (KPIs) like TAT, Quality, Handle Time, Productivity, Applications shipped etc.
• Provide administrative support to Fulfillment teams
• Regularly update and report on weekly/monthly KPI dashboards.
• Analyze Case progress, TAT, handle time etc. for insights and improvement opportunities.
• Ensure all data gathered is accurate.
• Maintain a balanced scorecard.
• Track and maintain a monthly scorecard for the agents (DRS/CPS)
• Assist in the preparation of regularly scheduled reports.
• Undertake other tasks and projects as assigned to support overall company operations.

About You

• 2yr + analyst experience or at least two (2) years of call center industry orientation, preferably in a Reporting/ business analyst/Admin role
• Impeccable verbal and written English communication skills (conversational)
• Experience in using Sigma and Google analytics tools, i.e. Google Sheets, Google Forms workspace, Excel, etc.
• Self-motivated, proactive and goal-oriented individual with proven ability to work in a performance-based environment
• Data Storytelling & Visualization: The ability to turn a boring spreadsheet into a compelling visual narrative, ensuring a Sr. Manager can understand the "health" of the site in 10 seconds or less.
• Automation Mindset: The ability to not just run a report, but be obsessed with automating it so it runs by itself.
• Data Cleaning Logic: The "garbage in, garbage out" rule. Practice a disciplined approach to identifying and fixing "dirty" data before it hits the final report.
• Trend Forecasting: Ability to move from reactive reporting (what happened yesterday) to predictive reporting (what is likely to happen next week based on current volume).
• Knowledge in reporting tools and the ability to quickly adapt to AI technology
• Stress tolerance and resilience
• Excellent organizational skills with solid work ethics
• Coachable, receptive to feedback and has a positive attitude
• Good inter-team collaboration and maintain a strong relationship with stakeholders
• Highly motivated to acquire new learning and skills that can help support the role in the company.
• Displays a creative mindset in solving issues and problems as quickly as possible
• Ability to work with higher management and present and report KPIs and site metrics
• Assist in Special projects as needed or whenever one arises

What We Offer

You will be part of a dynamic workforce in an environment where you will collaborate with the expert and elite talents in the online immigration services industry.

You can cultivate your skillfulness and dexterity amongst us as you experience a highly creative culture built on loyalty and responsibility to our partners while having a lot of fun at work.

Great company perks and benefits await you!

• Annual salary appraisal: We recognize great people and reward them for exemplary performance.
• Attendance incentives: We believe that consistent presence enables our team members to learn and become better providers for our customers.
• 15 paid leave credits: We encourage our people to take advantage of their leave credits should they feel sick or wish to take a vacation.
• Meaningful health insurance package: We give health insurance support for you and your dependent.
• Statutorily mandated benefits: We ensure each team member has their statutory contributions and 13th-month pay up-to-date.
• Collaborative engagement sessions and major company-wide sponsored events: We allocate a budget to cultivate engagement and fun in our work environment.

Our Values

• Think Without Bounds. To make a meaningful difference in the lives of immigrants, we must continuously try new things. We are not constrained by convention.
• Understand the Why. We ask thoughtful questions and respectfully challenge ideas. The spirit of inquiry drives us to reflect, improve, and expand our thinking.
• Focus on Impact. We prioritize what will have the greatest impact and say no to everything else. We focus on outcomes over output.
• Strive to Simplify. Immigration is complex; the way we work isn't. We address hard problems by starting with the simplest solution.
• Own It. We all take ownership and are accountable for the work we do. Boundless' success belongs to everyone.
• Adapt and Evolve. Our industry and business never stay the same; neither can we. We earn, refine, and prepare for change as flexibility is our competitive advantage.

HybridSeattle preferred / Remote OK too

Full-Time

We're hiring a Principal Architect to reinvent how legal work gets done in the age of AI.
Boundless is a Series C legal tech company based in Seattle, backed by Foundry Group (Brad Feld) and Silver Lake. We operate in 10+ countries and have helped over 100,000 people and companies navigate immigration. We build tech-powered immigration solutions for two audiences: corporate HR teams managing high volumes of employer-sponsored cases, and individuals navigating family and naturalization cases. We have in-house lawyers and are building a world-class AI-powered services firm.

Why this role exists

We are rebuilding our software platform and engineering infrastructure from the ground up, and we need a Principal Architect to lead that transformation and set the technical vision that ties it together.

You will have a real customer base and a real platform - and the autonomy to reshape both - on day one. We are looking for someone who loves the speed and impact of startups, but wants their work to be immediately scaled on day one.

Immigration is complex, with endless edge cases and global scale. We are building intelligent automation, orchestration, and decision-making to support the agentification of legal workflows, with the checks and balances required to ensure accuracy in a regulated domain and to enable the lawyers who ultimately own legal decisions. The challenge is systems and data infrastructure that can handle this complexity without sacrificing accuracy, observability, or speed, at the scale required to reliably serve thousands of people every year.

We are looking for someone who can hold the whole technical picture: the platform, the AI layer, the data infrastructure, the engineering infrastructure - and how they interact. Someone who makes hard calls, thinks in years not months, and partners with our engineering team to build a durable, world-class AI platform that helps millions of people achieve their immigration dreams.

We are a remote-first team with a small in-person office in Seattle. Our ideal applicant is based in Seattle and will be in the office two-days per week, although we are open to fully remote for the right person.

What you will do

• Own the platform architecture end to end: service boundaries, API design, multi-tenant, data modeling, and the shift to agent-orchestrated legal work.
• Design the AI layer: how LLMs, retrieval systems, and structured tools connect to case data; how we evaluate quality; how we handle failure modes that matter in a regulated domain.
• Build and own foundational agent infrastructure that product teams use to deploy, monitor, and manage agents independently.
• Define how context is structured and managed: what gets persisted, how customer and session state is scoped, and how agents share or isolate domain knowledge.
• Build agents that handle legal tasks, communications, data hygiene, payments, and the full operational surface of an immigration case, from intake to government submission to resolution.
• Define how data moves, from transactional systems to the warehouse to the operational tooling case managers and legal teams rely on every day.
• Transition our engineering infrastructure into a software factory, overhauling dev processes, systems, tools, and culture in partnership with product and engineering.
• Be the senior technical voice in design reviews and hard trade‑off conversations. Write architecture decision records that give the team durable context.
• Mentor engineers on architectural thinking by doing the work visibly and giving direct feedback on design proposals.
• Ship code and lead from the front.

Who you are

• You have 10+ years in engineering, with meaningful time as a principal, staff, CTO, or architect-level IC. You have owned real architectural decisions on production systems people depend on.
• You think in systems. You can hold the platform, the AI layer, the data infrastructure, and the business constraints in your head at once and see where they don't line up.
• You are a builder. You set new benchmarks for output and want a role where you ship with autonomy and speed, with immediate impact on thousands of existing customers. Not a role where you wait for consensus or others to write the code.
• You move fast by making decisions quickly, not by cutting corners. You know the difference between a reversible call and one that will cost the team six months to unwind.
• You have shipped AI into production. You have views on retrieval, latency, and where LLMs break down, and you know when to use AI and when another tool is the right call.
• You have taste. You can build systems where agents and humans work in harmony without overbuilding.
• You write well. The most durable output of this role is documentation that helps engineers make the right call when you are not in the room.
• You have worked in a domain where correctness has consequences: legal, healthcare, financial services, or public safety. You understand why accuracy and auditability are non‑negotiable.

Good signals, not requirements

• You have worked at both large and small companies and have a preference for small. You understand speed and impact but also know what matters at scale.
• Founder or CTO experience.
• Experience with workflow automation, case management, or document processing pipelines.
• Prior work with vector search, semantic retrieval, or document understanding systems at production scale.

At Boundless, we believe compensation is more than just a paycheck. We invest in our team’s health, flexibility, and future:

Salary & Equity

• Seattle Base Pay Range: $236k - $275k
• Market‑leading equity package
• Our Approach: The applicable base pay range will depend on what ultimately is determined to be the candidate’s primary work location, complexity and responsibility of role, job duties/requirements, and relevant experience and skills.
• Comprehensive Coverage: Robust medical, dental, and vision insurance.
• Financial Protection: Life insurance, plus short- and long-term disability coverage.
• Well‑being: Access to holistic health benefits and wellness programs.

Time Off & Flexibility

• Work Flexibility: Hybrid and remote work options.
• Unlimited PTO and generous Leave policies
• Retirement: A 401(k) plan with a competitive company match.