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.