Customer Transactions Team Lead

About Us
Diligent is the global leader in modern governance, providing SaaS solutions across governance, risk, compliance, audit and ESG. Empowering more than 1 million users and 700,000 board members and leaders with a holistic view of their organization’s GRC practices so they can make better decisions, faster. No matter the challenge.
At Diligent, you are an agent of positive change. You are joining a team of passionate, smart, creative people who not only want to help build the software company of the future, but who want to make the world a more sustainable, equitable and better place. Be a part of a global community on a mission to make a real impact.
Learn more at diligent.com.
Position Overview
The Customer Transactions Team Lead (CTLT) will play a key role in recruiting, onboarding and supporting a new team of customer transactions specialist at Diligent. The CTLT will be responsible for Diligent’s contract review process in Salesforce (SFDC) and NetSuite. This is a highly visible role within our accounting function that will partner with the sales teams to ensure customer contracts are accurately represented in SFDC prior to workflow integration with our ERP and invoicing.
Candidates should have a customer centric focus and be able to partner with our sales organization to ensure an efficient and accurate sales process. Reporting to the Manager of Customer Transactions, this role will have a high impact on Diligent’s revenue recognition and accounts receivable processes. This role will also actively participate in the integration of acquired companies. This role will offer great learning opportunities collaborating across multiple internal departments including sales and finance to ensure our global customer contracts are accurately represented in SalesForce prior to workflow integration with our ERP and invoicing. Someone who will hit the ground running in this role will have great attention to detail and the ability to multi-task and work in a fast-paced and demanding global environment.
This is a hybrid role based out of our office in Vancouver, Canada.
Key Responsibilities

• Assist and drive the formulation of internal controls and policies to comply with legislation and established best practices
• Maintain and be accountable for having a thorough understanding of Diligent products and services
• Review and manage the approval of a high volume of customer contracts in SFDC triggering the automation of other accounting processes
• Support the Customer Transactions Manager on the integration of acquired companies in SFDC
• Ensure the timely invoicing of customers through NetSuite in alignment with contractual terms

Required Experience/Skills

• Excellent interpersonal skills, flexibility to accommodate different situations and temperaments
• 2-3 years of experience in Team Lead or Management position supporting a high volume based customer support organization. Must have strong attention to detail and prior experience assisting with contracts would be an advantage.
• Ability to multi-task and work in a fast-paced and demanding global environment.
• Superior organization and prioritization skills
• Strong communication skills, both verbal and written supporting global customers is preferred.
• Strong work ethic and willingness to take ownership for wide-ranging responsibilities
• Working knowledge of Microsoft Office (Excel, Word, Outlook, etc.). Experience with NetSuite and DocuSign would be an advantage.

What Diligent Offers You

• We have teams all over the world. We may be headquartered in New York City, but we have office hubs in Washington D.C., Vancouver, London, Galway, Budapest, Munich, Bengaluru, and Sydney.
• We care about our people. Diligent offers a flexible work environment, global days of service, comprehensive health benefits, meeting free days, generous time off policy and wellness programs to name a few
• Creativity is ingrained in our culture. We are innovative collaborators by nature. We thrive in exploring how things can be differently both in our internal processes and to help our clients
• Diversity is important to us. Growing, maintaining and promoting a diverse team is a top priority for us. We foster and encourage diversity through our Employee Resource Groups and provide access to resources and education to support the education of our team, facilitate dialogue, and foster understanding.

Diligent created the modern governance movement. Our world-changing idea is to empower leaders with the technology, insights and connections they need to drive greater impact and accountability – to lead with purpose. Our employees are passionate, smart, and creative people who not only want to help build the software company of the future, but who want to make the world a more sustainable, equitable and better place.
Headquartered in New York, Diligent has offices in Washington D.C., Baltimore, London, Galway, Budapest, Vancouver, Bengaluru, Munich, and Sydney. 
We are a drug free workplace. Diligent is proud to be an equal opportunity employer. We do not discriminate based on race, color, religious creed, sex, national origin, ancestry, citizenship status, pregnancy, childbirth, physical disability, mental disability, age, military status, protected veteran status, marital status, registered domestic partner or civil union status, gender (including sex stereotyping and gender identity or expression), medical condition (including, but not limited to, cancer related or HIV/AIDS related), genetic information, or sexual orientation in accordance with applicable federal, state and local laws. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. See also Diligent's EEO Policy and Know Your Rights. We are committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, you may contact us at [email protected].
To all recruitment agencies: Diligent does not accept unsolicited agency resumes. Please do not forward resumes to our jobs alias, Diligent employees or any other organization location. Diligent is not responsible for any fees related to unsolicited resumes.