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PDI Technologies is seeking a Manager of Accounting Services (Managed Services) to lead a large team of analysts, account managers, supervisors, and hourly employees who process customer financial transactions using PDI's proprietary software. This is an on-site role based in Temple, Texas.
You will oversee daily service delivery, team performance, documentation, resource planning, and operational efficiency while ensuring work is completed accurately and on time. Key responsibilities include:
• Lead, coach, and develop a managed services team including supervisors, analysts, account managers, and hourly employees
• Oversee daily operations, staffing, scheduling, workload distribution, attendance, and coverage to meet customer commitments and performance standards
• Establish clear expectations, monitor team performance, provide constructive feedback, and conduct regular performance evaluations
• Mentor team members, identify development needs, and support high-potential employees in their professional growth
• Assign team members to customer accounts based on skills, experience, and customer needs
• Build strong relationships with customer decision-makers and support effective information flow and issue resolution
• Navigate challenging customer situations, including conversations with frustrated or dissatisfied customers
• Analyze operational and financial data to identify trends, improve efficiency, and support customer profitability
• Use metrics and benchmarks to monitor accuracy, quality, productivity, and overall team performance
• Maintain process documentation and identify opportunities to simplify, standardize, or improve work
• Ensure activities comply with relevant regulations, internal policies, and established procedures
• Partner across the organization to resolve issues, manage competing priorities, and deliver consistent customer experience
You will build a positive team culture centered on collaboration, accountability, customer service, and continuous improvement.
REQUIREMENTS:
• Bachelor's degree in accounting, finance, business, operations, or a related field
• Experience managing a large, hourly, or shift-based workforce (required)
• Experience in accounting services, financial operations, managed services, or customer account management
• Strong analytical and problem-solving skills
• Ability to address difficult issues directly while maintaining constructive working relationships
• Customer-focused mindset with ability to build loyalty through listening, resolving concerns, and following through on commitments
• Data-driven approach to improving quality, accuracy, and productivity
• Talent development capability through coaching, feedback, and meaningful growth opportunities
• Ability to remain effective when priorities shift or the path forward is not fully defined
