Process Lead

Description

The Process Lead is the operational backbone of this operations team. This role owns processes, procedures, training content, and day-to-day task oversight that drives advisor productivity and quality. The Process Lead serves as the hands-on operational expert, ensuring advisors have the tools, knowledge, and support needed to perform at a high level.

Core Responsibilities

• Create and maintain all training content, SOPs, and process documentation
• Own and maintain the new hire orientation slide deck
• Facilitate new hire orientation and ensure consistency across Austin and Raleigh
• Support the Team Lead on task and quality standards training
• Consult on new hire readiness assessments
• Own daily individual task-level monitoring (boots-on-the-ground)
• Provide real-time task support and guidance to advisors
• Analyze task data and identify trends
• Escalate past-due and aging tasks in partnership with the Team Lead
• Consult on SLA monitoring and scorecard reviews
• Own SOP creation, maintenance, and updates when procedures change
• Lead continuous improvement initiatives with the Delivery Lead and Engagement Manager
• Conduct root cause analysis when issues arise
• Identify friction points and service gaps across the operation
• Consult on process improvement recommendations
• Own Tier 1 coaching for training and process-related issues
• Support the Team Lead on Tier 2 behavioral and performance coaching
• Deliver in-the-moment feedback as situations arise
• Support QA score improvement plans with the Team Lead and QA
• Own scorecard reporting
• Own ad hoc reporting requests
• Own service recovery tracking and oversight
• Provide regular progress updates to team members and leaders
• Participate in delivery team virtual presence calls for coaching and support
• Daily Operations Support
• Own task prioritization and advisor workload management
• Own complaint escalation and resolution processes
• Support advisors with task execution and web reviews
• Manage system access for new hires and role changes
• Own system testing and business validation
• Consult on compliance and risk escalations
• Support team onboarding, training, and operations as needed
• Quality Assurance Support
• Consult on QA guidance materials for advisors
• Consult on QA calibration sessions and North Star system management
• Support quality reporting

Skills

• Process management
• Project management
• Operation
• Process mapping
• Process improvement
• Customer support
• Back office duties

Additional Skills & Qualifications

A background with operations, back office support, or customer support teams. Experience Level Intermediate Level

Job Type & Location

This is a Contract position based out of Austin, TX.

Pay And Benefits

The pay range for this position is $40.00 - $40.00/hr.

Requirements

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)
• Workplace Type
• This is a fully onsite position in Austin,TX.

Application Deadline

This position is anticipated to close on Jul 13, 2026.

About TEKsystems

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership.

About TEKsystems Global Services

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities.

San Francisco Fair Chance Ordinance

Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI)

We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.