Team Lead, Referral Partner Operations

Jobtailor; Deutschland; Remote; EUR 42.000 - 60.000; Vollzeit

Zusammenfassung

Jobtailor in Germany seeks a Client Operations Specialist to manage partner relationships and ensure data integrity across systems.

You will reconcile reports, act as the first point of contact for the team, and guide day-to-day priorities in partnership with the Manager. This role emphasizes problem-solving and proactive communication in a regulated environment.

Qualifikationen

• Strong written and verbal communication with external stakeholders.
• Independent worker with initiative and reliability.
• Ability to handle ambiguity with sound judgment.
• High attention to detail and task orientation.
• Strong problem-solving and critical-thinking skills.
• Proficient with Excel/Google Sheets.
• Familiarity with Salesforce, Filevine, or similar CRM.
• Experience leading or mentoring others (preferred).
• Interest in growing into a broader people-leadership role (preferred).
• Experience in legal, financial services, or regulated environments (preferred).

Aufgaben

• 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

Kenntnisse

Communication

Independence

Initiative

Attention to detail

Problem solving

Excel/Sheets

CRM experience

Tools

Salesforce

Filevine

Google Sheets

Excel

Jobbeschreibung

• 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
Performance Management
• 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