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This role supports the Pool Practice AM team in managing a high-volume, fast-paced case queue while maintaining focus on proactive customer engagement that drives growth and retention. As Team Lead, you’ll coach and guide Account Managers to deliver consistent, high-quality service, serving as the bridge between frontline AMs and leadership to uphold operational excellence, customer satisfaction, and process consistency across a broad portfolio. You’ll leverage data-driven dashboards to strategically monitor performance, identify trends, and drive targeted outreach that supports growth, retention, and overall team efficiency.
Job Responsibility:
Oversee daily queue operations to ensure timely and high-quality responses across all customer cases, maintaining accountability for queue volume, throughput, and SLA adherence
Actively monitor team activity and staffing coverage, ensuring all scheduled queue sessions are attended and that daily case volumes are cleared by end of day
Jump into the queue as needed to support high-demand periods, respond to or quarter back quick response to escalations, and/or assist with urgent customer cases
Engage directly with customers as needed for NPS detractor outreach, escalated calls, or complex issue resolution, in partnership with the AMs, modeling best-in-class communication and problem-solving
Serve as the first line of guidance for Pool Practice AMs, helping prioritize workloads, troubleshoot issues, and uphold SLAs
Model strong execution standards (organization, responsiveness, and attention to detail) to lead by example for Dandy Speed urgency, quality and efficiency
Support onboarding and continuous training for new AMs through shadowing, workflow demos, and feedback loops
Conduct weekly performance and coaching conversations: review daily/weekly activity dashboards, provide feedback on trends, listen to calls and flag outliers to leadership
Reinforce consistency in workflows, communication, talk tracks, and documentation across the team
Identify workflow gaps or inefficiencies and make actionable recommendations to improve processes, templates, and automation opportunities
Support leadership in implementing playbooks, campaign rollouts, and customer engagement experiments
Assist in driving compliance on accurate and timely Vitally and SalesForce workflows to ensure visibility, context sharing, and operational tracking for the Pool customer base
Leverage team and customer data to spot emerging patterns in churn risk, adoption, or satisfaction and take initiative to course-correct using automated campaigns in Vitally
Partner with leadership on KPI reviews (outreach SLAs, adoption rates, renewal readiness) and help maintain data hygiene across systems
Partner cross-functionally with CX, Sales, Ops, and Product to drive alignment, streamline processes, and ensure a cohesive customer experience
Act as a point of contact for operational coordination between the Pool Practice AM team and other departments
Requirements:
2+ years of experience in Account Management, Customer Success, or Sales, preferably within SaaS, healthcare, or dental technology
Demonstrated ability to manage a high-volume portfolio while maintaining quality and organization
Prior experience mentoring peers or informally leading a team preferred
Strong written and verbal communication skills, with the ability to convey clarity and empathy to customers and teammates
Proficient in CRM and workflow tools (Salesforce, Vitally, etc.), with comfort navigating dashboards, alerts, and case queues
Highly organized, proactive, and adaptable in a fast-paced environment
Energized by improving processes, building team culture, and delivering great customer outcomes at scale