Team Lead, Outbound Sales
One Inc
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.
Preferred Education
Bachelors or better.
Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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