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Team Lead, Accounting Services

PDI Technologies

PDI Technologies

Accounting & Finance
Temple, TX, USA
Posted on Thursday, May 16, 2024
Location: Temple, TX (onsite)
Employee Level: Individual Contributor
Career Level: Mid-level to Experienced

What You Need:
  • Exhibits strong teamwork and interpersonal skills.
  • Has excellent organization, time management, listening, and communication skills.
  • Strong written and verbal communication skills with a proven ability to communicate clearly and professionally with individuals at all organizational levels, internally and externally.
  • Strong analytical/problem-solving skills as well as dashboards, spreadsheets, billing, and systems
  • Ability to handle multiple competing priorities from various constituents with tight deadlines in a fast-paced environment.
  • Proficient with Microsoft Office
About the Job:
PDI is looking for a highly motivated, results-driven project coordinator to assist the Professional Services team. The ideal candidate will be highly organized to efficiently manage their time and accomplish their goals. A friendly and articulate personality to work with PDI team members as well as customers.

What You’ll Do:
  • Onboard new team members and provide training on internal systems including Replicon, Okta, Salesforce, and Microsoft Teams.
  • Support Professional Services projects by assisting on projects (where applicable) and following up on key items with Project Managers, Consultants, Managers, and customers.
  • Create and update proposals, validate contracts, maintain contract records, and billing for contracts.
  • Create new project records in internal project management systems when new Professional Services contracts are executed.
  • Coordinate meeting schedules between customers and PDI team for onsite customer visits.
  • Assist managers with timesheets, expense reports, and travel booking, as needed.
  • Update project records and project team assignments, as needed, throughout the project lifecycle.
  • Create and maintain reports for department metrics tracking and as needed by management team.
  • Maintain department SharePoint site.
  • Facilitate communication and act as an effective liaison between internal and external customers by providing confidential, timely, and accurate information when required.
  • Independently answer and/or triage requests for information.
  • Create, review, and update documentation, utilizing Microsoft Office tools especially PowerPoint, Excel, and Word.
  • Create and manage electronic signature templates and documents using DocuSign and Adobe.
  • Perform other duties and projects as assigned.

Why PDI Technologies?
PDI Technologies, Inc. resides at the intersection of productivity and sales growth, delivering powerful solutions that serve as the backbone of the convenience retail and petroleum wholesale ecosystem. By “Connecting Convenience” across the globe, we empower businesses to increase productivity, make more informed decisions, and engage faster with their customers.
We offer:
  • Comprehensive benefits package including health, dental, and vision coverage effective immediately
  • Matching Group Retirement Savings Plan
  • PTO effective immediately
  • Quarterly self-investment allowance for personal and professional development, health and wellness, entertainment, travel, charitable giving, tech, travel, etc.
  • Strong culture that values authenticity, trust, curiosity, and diversity of thought

Our Commitment to Diversity, Inclusion & Belonging
At PDI Technologies, diversity is embraced. We are committed to cultivating an environment that is safe, welcoming, and inclusive for all individuals. PDI Technologies is an Equal Opportunity Employer. We agree not to discriminate against any employee or job applicant because of race, color, religion, national origin, sex, physical or mental disability, or age.