Team Lead, Referral Partner Operations

This is a fully remote position, open to applicants in United States.

📋 Description

• Manage relationships and ensure data integrity with top-tier referral partner firms

• Reconcile reports from external partners and firms with internal Salesforce data and reconciliation documents

• Investigate and address discrepancies as they arise

• Act as the primary contact for team inquiries prior to escalating to the Manager

• Oversee daily team workload, quality, and priorities in collaboration with the Manager

• Assist in performance management, check-ins, coaching, and review discussions

• Maintain proactive communication with external partners via email and phone

• Monitor outstanding partner communications and follow up proactively

• Utilize strategic and critical thinking to navigate ambiguous challenges

• Present issues to the Manager along with suggested solutions

• Enhance systems, reconciliation procedures, and the accuracy of reporting

⛳️ Requirements

• Excellent written and verbal communication abilities, particularly with external stakeholders

• Proven ability to work independently, take initiative, and follow through without reminders

• Comfort in ambiguous situations and sound judgment in complex scenarios

• Keen attention to detail and a task-focused mindset

• Strong problem-solving capabilities and critical-thinking skills

• Proficiency in Excel/Google Sheets

• Familiarity with Salesforce, Filevine, or comparable CRM/case management systems

• Some previous experience in leading, mentoring, or guiding others informally (preferred)

• Interest in advancing to a broader people-leadership role (preferred)

• Experience in a legal, financial services, reconciliation, or similarly regulated environment (preferred)

🏝️ Benefits

• Medical insurance

• Dental insurance

• Vision insurance

• 401(k) with company match

• HSA

• Life insurance

• Disability coverage

• Paid time off

• Parental leave

• Fully remote work