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Created by
MIGUEL SANCHEZ PIRES
, last modified on
May 02, 2023
#NA
THE TEAM LEAD 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!
Onboarding
Solvay Structure
CCT Overview
AMERICAS
EMEA
APAC
/
APAC 02
Accounts Receivable Overview
AMERICAS
Credit Management Overview
AMERICAS
Customer Service Overview
AMERICAS
Collections Team
About Our Customers
AMERICAS
Collections Strategy
AMERICAS
EMEA
/
EMEA 02
Specificities Americas
Specificities NAM
Specificities LAM
OLD WIKI Specificities LAM
OLD WIKI Specificities NAM
Specificities EMEA
Manage BNP Ireland Financing program
Management of Confirming process for Spanish customers
Specificities APAC
Specificities 7523
Specificities TH
One Credit Policy
GLOBAL
/
02
Skills & Knowledge
Factoring (WP1 / PF1 / PI1)
no current documents
Compliance & Fraud Prevention
AMERICAS
Quality and ISO
AMERICAS
OLD WIKI
Communication Skills
AMERICAS
EMEA
/
EMEA 02
/
EMEA 03
/
EMEA 04
OLD WIKI
Incoterms 2022
EMEA
Team Organization
Newcomer
Onboarding Calendar
AMERICAS
EMEA
Accesses Checklist
AMERICAS
Assignation of Accounts
Complexity Index
AMERICAS
/
02
BP - Collector Specialist Assign Base
AMERICAS
APAC
/
02
Vacation and Holidays
AMERICAS
Team Continuous Improvement
AMERICAS
Team Control
Escalation Process
Escalation Map
GLOBAL
Accounts Overview
Refund Overview
Credit Items Overview
AMERICAS
Payment Anticipated Overview
Region Specificities
AMERICAS - "Centralizados"
BW Tips
BW reports and VBA files
APAC
BW Guidelines
EMEA
Team Analysis and Meetings
Collections Internal Meetings
Internal Collections Meet
Miro Board
AMERICAS
CPI
AMERICAS
/
02
Weekly Calls w/ Louise
Metrics Reports
Dashboards
GLOBAL
Qlicksense
Alignment w/ Coordinators
GBU Contact Info
Contacts List by GBU
AMERICAS
/
02
APAC
Material from Coordinators
Meetings with GBU
Scope of Credit to Business
Alignments with the Commericial Team
Alignments with the Customer Service Team
Month Routine
Suggestions of Month Routine Team Lead
Overview
Content Tools
Tasks
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