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THE

TEAM LEAD

SERVICE OWNER PATH

The job instructions are organized in a logic way into categories

Feel free to propose any changes among all WIKI. You share ownership of this tool with the

service owner

team leads!

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Factoring (WP1 / PF1 / PI1)
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Onboarding

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titleSolvay Structure
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titleCCT Overview
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titleAccounts Receivable Overview
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titleCredit Management Overview
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titleCustomer Service Overview
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titleCollections Team
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titleAbout Our Customers
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titleCollections Strategy
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titleSpecificities Americas
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titleSpecificities EMEA
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titleSpecificities APAC
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titleOne Credit Policy
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titleSkills & Knowledge
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title

no current documents

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titleCompliance & Fraud Prevention
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titleQuality and ISO
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titleCommunication Skills
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titleIncoterms 2022



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Alignment w/ Coordinators 
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titleGBU Contact Info
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titleContacts List by GBU
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titleMaterial from Coordinators
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titleMeetings with GBU
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titleScope of Credit to Business
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titleAlignments with the Commericial Team
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titleAlignments with the Customer Service Team
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titleMonth Routine
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titleSuggestions of Month Routine Team Lead

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Team Control

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titleEscalation Process
titleEscalation Map
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titleAccounts Overview
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titleRefund Overview
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titleCredit Items Overview
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titlePayment Anticipated Overview
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titleRegion Specificities
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titleBW Tips
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titleBW reports and VBA files
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titleBW Guidelines

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Qlicksense
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Team Analysis and Meetings

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titleCollections Internal Meetings
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titleInternal Collections Meet
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titleWeekly Calls w/ Louise
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titleMetrics Reports
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titleDashboards
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title

AMERICAS
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Team Organization

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titleNewcomer
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titleOnboarding Calendar
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titleAccesses Checklist
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titleMetrics Reports
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titleTeam Continuous Improvement

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