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The Opportunity: We are seeking a Team Lead to join Your Selling Team (YST), Technologent’s in-house sales support and customer engagement organization. YST delivers campaign-based outreach, sales support, and inside-sales services for our clients. The Team Lead is responsible for leading a team of representatives to successfully execute client projects, drive results, and deliver outstanding customer experiences. This role combines people leadership, project coordination, and performance management in a fast-paced, client-focused environment.
Job Responsibility:
Develop and maintain a strong understanding of each client’s products, services, programs, and project goals
Manage assigned client projects, including communication, reporting, and oversight of the project lifecycle
Track and drive team productivity to ensure goals, service levels, and quality standards are consistently met
Utilize CRM tools (e.g., Salesforce, NetSuite) to support project tracking, reporting, and data accuracy
Verify accuracy of reports and dashboards related to team and project performance
Provide regular updates for clients and internal management on progress, issues, risks, and results
Lead a team of representatives, setting clear expectations and modeling professional behavior
Monitor calls and interactions, review work quality, and identify coaching and training opportunities
Coach and mentor team members to improve effectiveness on the phone, in written communication, and with systems and tools
Train new and existing employees on client programs, tools, processes, and best practices
Address performance or discipline issues in alignment with company guidelines and in partnership with management
Plan and facilitate team meetings to share updates, align on goals, and recognize achievements
Promote team goals, incentives, and recognition programs to support a high-performance culture
Develop and maintain work schedules for the team, ensuring appropriate coverage for projects and client commitments
Review and approve bi-weekly time reporting for team members
Complete required project and administrative documentation accurately and on time
Monitor for non-compliant or inappropriate project activities and take corrective action as needed
Maintain a high level of customer service for escalated issues, supporting both clients and team members
Perform additional leadership and management-assigned tasks as needed to support business goals
Demonstrate strong leadership, professionalism, and a positive, team-oriented attitude in all interactions
Communicate effectively with teammates, leadership, and clients in-office and remotely via email, phone, and collaboration tools (e.g., Microsoft Teams, CRM platforms)
Foster a respectful, inclusive, and customer-focused environment that reflects company values
Take ownership of assigned work, follow through on commitments, and proactively address issues before they escalate
Requirements:
College degree preferred, or an equivalent combination of education and experience
Minimum of 3 years of related experience in a team lead, senior representative, or similar role (e.g., sales support, customer service, inside sales, or project-based environment)
Above-average verbal and written communication skills, including the ability to present information clearly to clients and team members
Strong leadership, coaching, and relationship-building skills
Strong organization, time management, and ability to manage multiple projects and deadlines
Proficiency with CRM tools (e.g., Salesforce) and comfort working with reports, metrics, pipelines, and status updates
Solid computer skills, including Microsoft Office (Word, Excel, Outlook, PowerPoint) and web-based tools
Ability to read and interpret contracts, activity and status reports, and process documentation
High attention to detail, especially in verbal and written communication and reporting
Ability to adapt quickly to changes in client requirements, tools, or organizational priorities
Professional, pleasant, and responsible with strong people interaction and problem-solving skills