Team Lead, Outbound Sales

Key Responsibilities

Team Leadership & Performance Management

• Lead coach and develop a team of PIH Specialists focused on vendor payment adoption and conversion.
• Conduct weekly one-on-one coaching sessions focused on pipeline management conversion rates productivity and professional development.
• Monitor daily activity metrics including:
• Calls per day
• Enrollment conversions
• Settled volume
• Revenue generated
• Follow-up compliance
• Hold team members accountable to established KPIs and service level expectations.
• Identify performance gaps and implement corrective action plans as needed.
  
  

Revenue & Growth Ownership

• Drive monthly team targets for:
• Enrolled vendors
• Revenue generation
• Payment adoption rates
• Partner with Sales Retention and Strategic Account teams to maximize revenue opportunities.
• Identify process improvements that increase conversion rates and accelerate revenue realization.
  
  

Operational Excellence

• Ensure compliance with all payment verification authorization and enrollment procedures.
• Oversee queue management lead distribution and workload balancing.
• Monitor Salesforce data integrity and pipeline accuracy.
• Utilize reporting and analytics to identify trends opportunities and operational risks.
• Lead initiatives to improve efficiency reduce cycle times and increase enrollment velocity.
  
  

Cross-Functional Partnership

• Provide frontline feedback to improve systems reporting and customer experience.
• Support pilot programs and new product launches impacting vendor payment adoption.
  
  

Qualifications

Required

• 5 years of experience in sales retention enrollment account management or payment operations.
• 3 years of leadership experience managing performance-driven teams.
• Proven success leading teams responsible for revenue generation or quota attainment.
• Strong analytical and reporting skills.
• Experience using Salesforce or similar CRM platforms.
• Exceptional coaching communication and accountability skills.

Preferred

• Experience in insurance payments fintech SaaS healthcare payments or financial services.
• Experience leading remote or hybrid teams.
• Knowledge of payment processing ACH virtual card and digital payment solutions.
• MEDDPICC or consultative sales methodology experience.

Required Experience:

Manager