Team Lead, Account Management - Sales

Dynata’s Team Lead, Account Manager is responsible for overseeing a team of Account Manager ensuring efficient workload distribution, high-quality quote execution, and seamless collaboration across teams. This role involves managing escalations, coaching team members, driving process improvements to enhance efficiency, and serving as a key liaison between sales and project management. The Team Lead collaborates closely with sales, project management, and other departments to streamline workflows and support business objectives. Strong leadership, problem-solving, and communication skills are essential for success in this role.

Key Responsibilities:

Leadership

Train and develop Account Manhgers to improve their efficiency and expertise in quote preparation

Conduct regular team huddles, 1-1s, and team meetings to provide coaching, feedback, and performance updates

Drive process adoption and continuous improvement to enhance efficiency and accuracy in sales support operations

Actively track and communicate key performance indicators (KPIs)

Workload & Escalation Management

Ensure Account Managers are assigned to the appropriate sales channels, balancing workloads effectively

Directly support team members on quotes that require additional assistance due to complexity

Manage people scheduling to ensure optimal team coverage

Ad-hoc & Cross-Functional Support

Work with Account Manager Team Leads to enhance quote quality, timeliness, and other shared metrics

Collaborate with Project Management leaders to address data entry, hand-offs, and execution issues originating in the sales cycle

Provide support on ad-hoc issues as they arise, ensuring smooth team operations

Act as a key partner to internal stakeholders, proactively identifying and solving operational inefficiencies.

Qualifications:

Experience in a sales support, operations, or team leadership role.

Strong organizational and problem-solving skills, with the ability to manage shifting priorities.

Excellent communication and leadership abilities, with a focus on team development.

Experience in process management, KPI tracking, and continuous improvement initiatives.

Proficiency in CRM, sales tools, and workflow management systems is preferred.

REQ12192