- Own relationships and data integrity for top-tier referral partner firms
- Reconcile external partner and firm reports against internal Salesforce and reconciliation reports
- Investigate and resolve discrepancies
- Serve as the first point of contact for team questions before escalation to the Manager
- Direct day-to-day team workload, quality, and priorities in partnership with the Manager
- Support performance management, check-ins, coaching, and review conversations
- Communicate proactively with external partners by email and phone
- Track outstanding partner emails and follow up proactively
- Apply strategic and critical thinking to ambiguous problems
- Bring issues to the Manager with proposed solutions
- Improve systems, reconciliation processes, and reporting accuracy
Requirements
- Strong written and verbal communication skills, especially with external stakeholders
- Track record of working independently, taking initiative, and following through without reminders
- Comfort with ambiguity and sound judgment in gray areas
- Sharp attention to detail and task-oriented approach
- Strong problem-solving and critical-thinking skills
- Proficiency with Excel/Google Sheets
- Familiarity with Salesforce, Filevine, or similar CRM/case management platforms
- Some prior experience leading, mentoring, or informally guiding others (preferred)
- Interest in growing into a broader people-leadership role (preferred)
- Legal, financial services, reconciliation, or similarly regulated environment experience (preferred)
Core Competencies
Demonstrates strong communication skills and attention to detail while managing relationships and data integrity with external partners. Proficient in problem-solving and critical thinking, with experience in reconciliation processes and CRM platforms.
Highest-signal resume keywords
- Strong Written And Verbal Communication Skills
- Proficiency With Excel/Google Sheets
- Familiarity With Salesforce
- Attention To Detail
- Problem-Solving Skills
Hard Skills
- Data Integrity Management
- Reconciliation Processes
- Critical Thinking
- Task Management
Soft Skills
- Initiative
- Independence
- Coaching
- Proactive Communication
- Judgment In Ambiguity
Industry Keywords
- Legal Environment
- Financial Services
- Regulated Environment
- External Stakeholders
Tools & Technologies
- Salesforce
- Excel
- Google Sheets
- Filevine
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Team Lead, Referral Partner Operations Arbeitgeber: Jobtailor
Als Front Office Supervisor in unserem dynamischen Team bieten wir Ihnen die Möglichkeit, in einem unterstützenden und freundlichen Arbeitsumfeld zu wachsen. Wir legen großen Wert auf die berufliche Entwicklung unserer Mitarbeiter und bieten regelmäßige Schulungen sowie die Chance, Verantwortung zu übernehmen. Unsere Lage ermöglicht es Ihnen, Teil einer lebendigen Gemeinschaft zu sein, während Sie gleichzeitig die Standards unseres Franchise-Partners einhalten und unseren Gästen einen unvergesslichen Aufenthalt bieten.
