Team Lead, Outbound Sales

One•Phoenix, AZ

About The Position

The Team Lead, Outbound Sales leads and develops a team of PIH Specialists focused on vendor payment adoption and conversion. The role owns team performance and monthly targets for vendor enrollment, revenue generation, and payment adoption, while partnering with Sales, Retention, and Strategic Account teams to maximize revenue opportunities. The position oversees day-to-day sales operations, including activity and KPI monitoring, coaching, queue and workload management, Salesforce data integrity, and compliance with payment verification, authorization, and enrollment procedures. It uses reporting and analytics to identify trends, opportunities, performance gaps, and operational risks, and leads improvements to efficiency, conversion rates, cycle times, and enrollment velocity. The Team Lead also provides frontline feedback to improve systems, reporting, and customer experience, and supports pilot programs and product launches that affect vendor payment adoption.

Requirements

At least 5 years of experience in sales, retention, enrollment, account management, or payment operations.
At least 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.

Nice To Haves

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.

Responsibilities

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 calls, enrollment conversions, settled volume, revenue generated, and follow-up compliance.
Hold team members accountable to established KPIs and service level expectations.
Identify performance gaps and implement corrective action plans as needed.
Drive monthly team targets for enrolled vendors, revenue generation, and 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.
Ensure compliance with payment verification, authorization, and enrollment procedures.
Oversee queue management, lead distribution, and workload balancing.
Monitor Salesforce data integrity and pipeline accuracy.
Use reporting and analytics to identify trends, opportunities, and operational risks.
Lead initiatives to improve efficiency, reduce cycle times, and increase enrollment velocity.
Provide frontline feedback to improve systems, reporting, and customer experience.
Support pilot programs and new product launches impacting vendor payment adoption.