Accounts Solutions Team Lead

Associations, Inc.; Dallas (TX); On-site; USD 60,000 - 100,000; Full time

Job summary

An innovative firm is seeking an energetic Accounting Solutions Support Lead to join its SaaS organization. This role blends technical accounting expertise with client engagement, overseeing a support desk team. You will act as a trusted advisor, diagnosing accounting challenges and providing tailored ERP solutions. The position requires strong leadership skills, a consultative approach, and the ability to communicate complex concepts clearly. If you're passionate about enhancing customer experiences and driving process improvements, this opportunity is perfect for you.

Qualifications

• Strong background in accounting and SaaS support.
• Proven ability to lead and coach a support team.
• Experience in developing training materials.

Responsibilities

• Build strong relationships by understanding client needs.
• Monitor software performance and ensure compliance.
• Lead the support desk team to ensure high performance.

Skills

Accounting Expertise

Client Engagement

Analytical Skills

Problem-Solving

Technical Support

Education

Bachelor's Degree in Accounting

Bachelor's Degree in Finance

Bachelor's Degree in Business

Tools

ERP Systems

SaaS Applications

Video Conferencing Tools

Job description

With more than 225 branch offices across North America, Associa is building the future of community for nearly five million residents worldwide. Our 11,000+ team members lead the industry with unrivaled education, expertise, and trailblazing innovation. For more than 43 years, Associa has brought positive impact and meaningful value to communities. To learn more, visit www.associaonline.com.

Job Description

We are seeking an energetic, client-focused Accounting Solutions Support Lead to join our SaaS organization, supporting 2-4 brands. This role blends technical accounting expertise, client engagement, and leadership, overseeing a support desk team of 2-5 direct reports. The Specialist will act as a trusted advisor to internal and external clients, diagnosing accounting challenges, offering tailored ERP and accounting solutions, and ensuring exceptional support.This role requires coaching and developing staff, maintaining a 2-hour SLA response time and a 48-hour resolution goal, tracking and analyzing cases for executive reporting. The Lead will document and develop operational procedures, create training content, and ensure tool compliance across desktop, web, and mobile platforms. Reporting directly to the Vice President of Customer Care Operations, this position requires a consultative approach to client engagement, problem-solving, and accounting software expertise.

Job Responsibilities:

Client Engagement & Consultation

• Build strong relationships by understanding client needs, diagnosing challenges, and offering tailored ERP and accounting solutions.
• Conduct training sessions, workshops, and video tutorials to educate clients on software functionality and accounting best practices.
• Foster long-term partnerships through continuous client support and proactive engagement.
• Communicate complex accounting concepts clearly to diverse audiences in both technical and non-technical terms.
• Utilize video conferencing tools effectively in a virtual environment and possible travel for client engagements and industry events.

Technical Expertise & Solution Delivery

• Analyze client needs and translate business challenges into technical specifications for software solutions.
• Provide technical guidance and support during software implementation, upgrades, and integrations.
• Collaborate with cross-functional teams, including Implementation and Success, to align product functionality with client needs.
• Assist Sales with technical demonstrations and proof of concept presentations.
• Offer feedback to Product Development to enhance accounting features based on customer insights.

System Monitoring & Maintenance

• Monitor software performance and ensure clients comply with best practices for accounting tools.
• Inspect and enforce tool compliance standards, ensuring smooth software functionality and user adoption.
• Oversee issue resolution and troubleshooting, escalating technical concerns when necessary.

User Training & Education

• Develop and deliver training programs for internal teams and external clients on accounting principles and system usage.
• Create documentation, SOPs, and educational videos demonstrating tool functionality and compliance.
• Ensure team members stay updated on industry regulations, accounting best practices, and software advancements.

Customer Experience & Collaboration

• Lead the support desk team, ensuring high performance and adherence to SLA standards.
• Coach and develop direct reports to provide exceptional customer support.
• Track and analyze case trends, compiling reports for executive leadership on ticket resolution metrics and customer satisfaction.

Security & Compliance

• Ensure clients adhere to accounting security protocols and compliance regulations.
• Identify risks and recommend solutions to safeguard financial data and operational integrity.

Continuous Improvement

• Drive process improvements to enhance efficiency and customer experience.
• Stay ahead of industry trends to implement best-in-class accounting support solutions.

Requirements

Knowledge and Skills:

• Strong background in accounting, SaaS support, or ERP systems.
• Proven ability to lead and coach a support team in a fast-paced environment.
• Excellent analytical, problem-solving, and communication skills.
• Ability to develop operational procedures, training materials, and process documentation.
• Experience providing technical support, troubleshooting, and system compliance oversight.

Education and Experience:

• Bachelor’s degree in accounting, Finance, Business, or a related field preferred.
• 3-5 years of experience in SaaS support, accounting, ERP solutions, or a similar technical role.
• Prior experience managing a support desk team or leading direct reports.

Certifications:

• Accounting certifications (CPA, CMA, or similar) a plus.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.