Team Lead, Outbound Sales

Position Title:  Vendor Network Team Lead (Team Lead, Outbound Sales)
Department:  Vendor Network
Reports To:  Director, Network Enrollment
Supervisory Responsibilities:
Location: (US or MX, Remote)
One Inc does not offer visa sponsorship, including H1-B sponsorship. One Inc does not accept unsolicited candidate submissions from staffing agencies or recruiters. 

Overview:  

The PIH Team Lead is responsible for driving the performance, productivity, and revenue generation of the Payment In Hand (PIH) team. This role combines frontline leadership, operational execution, and strategic account management to maximize vendor enrollment, payment conversion, settled volume, and revenue growth.

The PIH Team Lead serves as a frontline leader responsible for coaching and developing a team of specialists while ensuring consistent execution across high-value opportunities, escalation management, and strategic initiatives. Success in this role is measured by the team's achievement of enrollment objectives, settled volume and revenue targets, operational effectiveness, and the continued growth and development of team members.

Key Responsibilities:  

Team Leadership & Performance Management

• 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 activity metrics including:
• Calls per day
• Enrollment conversions
• Settled volume
• Revenue generated
• Follow-up compliance
• Hold team members accountable to established KPIs and service level expectations.
• Identify performance gaps and implement corrective action plans as needed.

Revenue & Growth Ownership

• Drive monthly team targets for:
• Enrolled vendors
• Revenue generation
• 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.

Operational Excellence

• Ensure compliance with all payment verification, authorization, and enrollment procedures.
• Oversee queue management, lead distribution, and workload balancing.
• Monitor Salesforce data integrity and pipeline accuracy.
• Utilize reporting and analytics to identify trends, opportunities, and operational risks.
• Lead initiatives to improve efficiency, reduce cycle times, and increase enrollment velocity.

Cross-Functional Partnership

• Provide frontline feedback to improve systems, reporting, and customer experience.
• Support pilot programs and new product launches impacting vendor payment adoption.

Skills/Qualifications Required:

• 5+ years of experience in sales, retention, enrollment, account management, or payment operations.
• 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.

Preferred Skills:

• 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.

Desired Traits:

• Action Oriented, Growth Mindset, Positive Outlook, Problem Solver, Self-starter, Demonstrates Ethical Behavior, Strong Drive, Team Player, Supportive & Adaptable to Change, Exudes a commitment to Personal & Professional Development

Additional Requirements:

• This position may periodically require work outside of standard business hours, including evenings and weekends, to support business needs.
• Employment is contingent upon successful completion of background screening requirements.
• One Inc may conduct periodic background checks at any time during employment, as permitted by applicable law and company policy.

Physical Demands:

The conditions herein are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

 
Company Profile:  At One Inc, we empower insurers to meet policyholder expectations with choice, control, convenience, and continuity. Our mission is simple: to make every payment a promise kept. 

The One Inc Insurance Payments Network seamlessly integrates multi-channel digital communications with inbound payment processing and outbound disbursement, delivering a frictionless experience for both premiums and claim payments. With over $120 billion in annual payments volume, we are proud to serve more than 300 insurance carriers, helping them honor their commitments instantly and securely. 

Headquartered in Folsom, CA, One Inc offers competitive salaries, comprehensive benefits — including medical, dental, and vision insurance — a 401(k) plan, and a strong commitment to work-life balance. We believe in growing from within, promoting opportunities for career advancement across our team of 1,200+ dedicated "Onesters." 

Join us in building the infrastructure that fulfills the promise of insurance. 

One Inc is an equal opportunity employer and complies with all EEOC legislation in each jurisdiction it operates in.