Sales Team Lead

What You'll Do

Coach and Develop Your Team

• Run structured weekly 1:1s with each rep focused on skill development, pipeline review, and goal-setting
• Listen to call recordings and provide specific, actionable feedback to improve rep performance
• Identify each rep's strengths and growth areas, and build individualized development plans
• Onboard new hires and ensure they ramp quickly and confidently

Drive Performance Through Data

• Own team-level metrics including activity volume, conversion rates, pipeline health, and quota attainment
• Use CRM and sales analytics data to spot trends, flag risks early, and surface coaching opportunities
• Hold the team accountable to daily and weekly activity targets in a constructive, motivating way
• Deliver clear, consistent reporting to the Director of Sales on team performance and forecast

Execute Day-to-Day Operations

• Lead weekly team meetings that keep the team energized and aligned
• Partner with reps on live deals — provide deal coaching, handle escalations, and help close
• Maintain CRM hygiene standards across the team to ensure data accuracy and pipeline visibility
• Coordinate with Sales Leadership and Marketing on messaging, campaigns, and tooling rollouts

Build a Winning Culture

• Create a team environment that is high-performance and high-care — reps should feel challenged and supported
• Recognize wins loudly and coach through misses constructively
• Advocate for your team's needs: tools, process improvements, and career growth opportunities

About You

• 5+ years of SaaS, technology, or consultative sales experience
• Consistent track record of achieving or exceeding quota
• Experience managing complex sales cycles and multiple stakeholders
• Demonstrated success mentoring, onboarding, or coaching peers
• Strong forecasting, pipeline management, and deal strategy skills
• Excellent communication and presentation abilities
• Highly organized, data-driven, and results-oriented
• Desire to grow into formal people leadership over time
• Experience serving as a team lead, pod lead, or peer mentor
• Experience helping onboard or train new Account Executives
• Experience selling to SMB or mid-market customers

Nice to Have

• Experience selling professional services, fintech, or SaaS products
• Familiarity with accounting, bookkeeping, or financial services
• Experience with advanced AI tools and processes for sales (Claude Cowork, Codex)
• Prior experience building or iterating on a sales playbook or onboarding program

Compensation & Benefits

• The on-target earnings (OTE) range target for the role is $163k - $269k in San Francisco, CA
• Full-time regular positions are eligible for equity, 401(k), health benefits, and other benefits
• Flexible vacation/time-off policy
• All federal holidays are observed
• Competitive benefits package including additional wellness benefits
• Parental leave for birthing or non-birthing parents – 100% pay for 12 weeks
• 401(k) plan