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POSITION TITLE: Team Lead - Client Services, Order Management ABOUT THE ROLE As the Team Lead, Client Services, you will play a crucial role within Client Services, overseeing the day-to-day operations of the Order Management team while contributing to strategic client initiatives. Your role will encompass not only the execution of order management tasks but also leadership and coordination among team members to ensure seamless and timely operations. The Team Lead, Client Services will work within a client-facing capacity, providing exemplary client service and addressing concerns or inquiries regarding orders. Collaboration with various cross-functional teams will be essential to the smooth operations of overall global client services at Deluxe. This role will report to the manager PRIMARY RESPONSIBILITIES Lead, mentor and manage a team of order management specialists (AC, Sr AC, Account Specialist). Act as a primary liaison between team members and clients, collaborating closely with Client Lead to implement strategic initiatives aimed at optimizing management processes and efficiency Ownership of complex orders from entry to completion, ensuring accuracy and timeliness throughout the process. This includes managing due dates, assessing asset workability, and working in close collaboration with relevant teams Conduct thorough validation of workflows to ensure processes are efficient, effective and compliant with company and client standards and requirement Ensure centralized project tracking tools like the Playbook are updated accurately in real-time and any non-compliance to be shared as feedback Ensure the team is following tasks as per the Order Management RACI Work closely with the Title Manager to address any challenges that need to be communicated to the client Manage team capacity and ensure projects are equally distributed and assigned per skill and capacity Lead project planning efforts, defining micro milestones and establishing transparent timelines for ord .
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