Sales Team Lead
Lead and coach a team of 5-8 inside sales reps selling accounting and advisory services. Focus on daily execution, data-driven coaching, and helping reps exceed quota in a player-coach role.
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
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