Manager, Accounting Services (Managed Services)

What You’ll Do

What We’re Looking For

What Will Help You Succeed

Additional information

Qualifications

• Bachelor’s degree in accounting, finance, business, operations, or a related field.
• Experience managing a large, hourly, or shift-based workforce.
• Experience in accounting services, financial operations, managed services, or customer account management.
• Working knowledge of financial accounting principles and regulatory or compliance requirements.
• Experience using performance metrics, automation, or AI-enabled tools to improve service delivery and operational efficiency.
• Strong customer relationship management and problem-solving skills.
• Ability to analyze operational and financial information and translate findings into action.
• Strong verbal and written communication skills.
• Advanced ability to use software and systems that support business operations.
• Ability to work onsite in Temple, TX.
• What Will Help You Succeed
• You hold yourself and others accountable for commitments and results.
• You plan and prioritize work effectively while anticipating bottlenecks and delays.
• You act with urgency and remain resourceful when priorities compete or resources are limited.
• You communicate clearly with employees, customers, and business partners.
• You address difficult issues directly while maintaining constructive working relationships.
• You build customer loyalty by listening carefully, resolving concerns, and following through on commitments.
• You use data and performance metrics to improve quality, accuracy, and productivity.
• You develop talent through coaching, feedback, and meaningful growth opportunities.
• You remain effective when priorities shift or the path forward is not fully defined.
• Additional information
• PDI is committed to offering a well-rounded benefits program, designed to support and care for you, and your family throughout your life and career. This includes a competitive salary, market-competitive benefits, and a quarterly perks program. We encourage a good work-life balance with ample time off [time away] and, where appropriate, hybrid working arrangements. Employees have access to continuous learning, professional certifications, and leadership development opportunities. Our global culture fosters diversity, inclusion, and values authenticity, trust, curiosity, and diversity of thought, ensuring a supportive environment for all.

Preferred Qualifications

• Experience with PDI Enterprise or similar business software (preferred).

Responsibilities

• Lead, coach, and develop a managed services team that includes supervisors, analysts, account managers, and hourly employees.
• Oversee daily operations, staffing, scheduling, workload distribution, attendance, and coverage to ensure customer commitments and performance standards are met.
• 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 an effective flow of information 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 a consistent customer experience.