Job Title: Operations Team LeaderLocation: Malvern, PA 19355HybridFull-Time / Direct HireJob Summary: The Operations Team Leader is responsible for overseeing, managing, and executing the daily activities of the Account Execution team. This role ensures the successful delivery of high-quality, client-centered transactions. Responsibilities include collecting, analyzing, and approving incoming grants, contributions, and other transactional activities related to the maintenance and management of philanthropic accounts for account advisors. Activities should be managed through appropriate and effective business rules and procedures, and key metrics deemed relevant by management. The position also involves supervising a staff of direct reports.
Responsibilities:- Staff Supervision: Provide direct supervision of staff within the Account Execution Team, including hiring, onboarding, coaching, monitoring, staff assessment, and objective-setting. Maintain an environment of trust, diversity, and inclusion.
- Team Productivity: Oversee team productivity, quality, and other metrics related to transactional activity, including pending transactions and monitoring aged transactions.
- Data Management: Manage data collection for updating metrics to achieve productivity targets, eliminate errors, and deliver excellent client and grantee service.
- Workload Coordination: Manage and coordinate the team's workload by overseeing work assignment and queue management.
- Reporting: Provide regular reports on team activities, successes, and challenges to senior management.
- Communication: Ensure effective communication across the organization in handling and resolving account issues. Facilitate the transition of issues and concerns to other teams within Operations that handle escalated issues.
- Relationship Building: Build and maintain strong relationships across the company and ensure quality interactions with other departments.
- Policy Awareness: Stay informed of key company policies and any regulatory and legislative changes that impact the team's work. Provide recommendations to leadership as applicable.
- Special Projects: Participate in special projects and perform other duties as assigned.
Requirements:- Experience: 5+ years of related experience with 2+ years of demonstrated people leadership experience.
- Workflow Management: Experience in managing workflows, creating team schedules, and delegating tasks.
- Industry Knowledge: Experience in the non-profit grant maker industry is strongly preferred.
- Decision-Making: Strong decision-making skills.
- Problem Solving: Ability to balance client needs, business needs, and compliance.
- Independence: Ability to work independently with minimal supervision.
- Relationship Building: Ability to cultivate strong working relationships with internal colleagues and donors.
- Communication Skills: Exceptional telephone, email, writing etiquette, and communication skills required.
- Organizational Skills: Strong organizational and time management skills required.