Client Services Team Lead
About The Position
The Client Services Team Lead (Midwest) serves as a trusted resource for clients and colleagues, acting as the first point of escalation for routine client matters and helping ensure exceptional service delivery. The role supports team success by monitoring workflow, balancing priorities, and providing guidance on day-to-day questions. The Team Lead coaches and trains employees, delegates work, reviews deliverables, and helps maintain high-quality outcomes. They partner with leadership on complex issues, contribute to training resources and continuous improvement, and become a subject matter expert on Veritext products and services. The role also participates in phone queues and shared inboxes to support the client experience and Operations Excellence objectives. Veritext is an industry leader in technology-enabled court reporting and litigation support services. The company describes its culture as collaborative, inclusive, and focused on innovation, belonging, and employee growth.
Requirements
- At least 3 years of equivalent experience.
- Strong leadership and interpersonal skills, including the ability to coach others, navigate conflict, and foster productive working relationships.
- Sound judgment and strategic thinking, with the ability to make informed decisions and prioritize in a fast-paced environment.
- Ability to delegate responsibilities, manage competing priorities, and drive results through collaboration.
- Proficiency with Microsoft Office applications and financial systems, and ability to learn and use new technologies.
- Exceptional written and verbal communication skills and confidence interacting professionally across all levels of the organization.
- Customer-focused mindset and passion for delivering outstanding service and building strong client relationships.
- Self-motivated, solutions-oriented approach with strong problem-solving, follow-through, and organizational skills.
Responsibilities
- Provide coaching, guidance, and training to support employee growth and performance.
- Delegate work effectively, review deliverables, and help ensure high-quality outcomes.
- Serve as an escalation point for client and team matters, identify solutions, and partner with leadership on complex issues.
- Monitor workflow, balance priorities, and help achieve departmental and company performance goals.
- Contribute to developing and continuously improving training resources.
- Become a subject matter expert on Veritext products and services and communicate their value and associated offerings.
- Participate in phone queues and shared inboxes to support exceptional client experiences and Operations Excellence objectives.
Benefits
- Competitive compensation
- Comprehensive medical, dental, and vision coverage
- Company-paid life and disability insurance
- 401(k) with company match
- Flexible hybrid or remote work options for many roles
- Generous paid time off
- Paid parental leave
- Tuition reimbursement
- Earned wage access
- Employee equity and referral programs
- Mental health and wellness resources
- Learning and development opportunities, including training, mentorship, and career growth programs
- Collaborative, inclusive culture and employee programs including Veritext Summer Camp, Wellness Week, and Veritext Cares
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
