Client Services Team Lead

Veritext; Cleveland (OH); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Flexible hybrid or remote work options

Job summary

Veritext is seeking a Client Services Team Lead (Midwest) to serve as the first escalation point for routine client matters and to support team success. You will monitor workflow, balance priorities, and provide guidance on day-to-day questions to ensure superior service delivery.

With 3+ years of experience and strong leadership, you will coach colleagues, delegate effectively, and help achieve department goals while delivering an exceptional client experience across the Midwest region.

Qualifications

• 3+ years of equivalent experience.
• Strong leadership and interpersonal skills, with the ability to coach others, navigate conflict, and foster productive working relationships.
• Sound judgment and strategic thinking skills, enabling you to make informed decisions and prioritize effectively in a fast-paced environment.
• Proven ability to delegate responsibilities, manage competing priorities, and drive results through collaboration.
• Proficiency with Microsoft Office applications and financial systems, with the ability to quickly learn and leverage new technologies.
• Exceptional written and verbal communication skills, with the confidence to interact professionally across all levels of the organization.
• Customer-focused mindset with a passion for delivering outstanding service and building strong client relationships.
• Self-motivated and solutions-oriented, with strong problem-solving, follow-through, and organizational skills.

Responsibilities

• Serve as a trusted resource for the team by providing coaching, guidance, and training that supports employee growth and performance.
• Help drive operational excellence by delegating work effectively, reviewing deliverables, and ensuring high-quality outcomes.
• Act as an escalation point for client and team matters, proactively identifying solutions and partnering with leadership on complex issues.
• Support team success by monitoring workflow, balancing priorities, and helping achieve departmental and company performance goals.
• Contribute to the development and continuous improvement of training resources, ensuring team members have the tools and knowledge needed to succeed.
• Become a subject matter expert on Veritext's products and services, confidently communicating their value and associated offerings.
• Lead by example through active participation in phone queues and shared inboxes, helping deliver an exceptional client experience and achieve Operations Excellence objectives.

Skills

Leadership

Interpersonal skills

Strategic thinking

Delegation

Communication

Problem solving

Experience 3+ years

Time management

Tools

Microsoft Office

Financial systems

Job description

At Veritext, we handle the details so legal professionals can focus on achieving outcomes. As the Client Services Team Lead (Midwest), you will be a trusted resource for both clients and colleagues by serving as the first point of escalation for routine client matters, helping ensure exceptional service delivery. You'll also play a key role in supporting team success by monitoring workflow, balancing priorities, and providing guidance on day-to-day questions.

What You'll Do

• Serve as a trusted resource for the team by providing coaching, guidance, and training that supports employee growth and performance.
• Help drive operational excellence by delegating work effectively, reviewing deliverables, and ensuring high-quality outcomes.
• Act as an escalation point for client and team matters, proactively identifying solutions and partnering with leadership on complex issues.
• Support team success by monitoring workflow, balancing priorities, and helping achieve departmental and company performance goals.
• Contribute to the development and continuous improvement of training resources, ensuring team members have the tools and knowledge needed to succeed.
• Become a subject matter expert on Veritext's products and services, confidently communicating their value and associated offerings.
• Lead by example through active participation in phone queues and shared inboxes, helping deliver an exceptional client experience and achieve Operations Excellence objectives.

What You Bring

• 3+ years of equivalent experience.
• Strong leadership and interpersonal skills, with the ability to coach others, navigate conflict, and foster productive working relationships.
• Sound judgment and strategic thinking skills, enabling you to make informed decisions and prioritize effectively in a fast-paced environment.
• Proven ability to delegate responsibilities, manage competing priorities, and drive results through collaboration.
• Proficiency with Microsoft Office applications and financial systems, with the ability to quickly learn and leverage new technologies.
• Exceptional written and verbal communication skills, with the confidence to interact professionally across all levels of the organization.
• Customer-focused mindset with a passion for delivering outstanding service and building strong client relationships.
• Self-motivated and solutions-oriented, with strong problem-solving, follow-through, and organizational skills.

Why You'll Love Working at Veritext

At Veritext, we believe great people do their best work when they feel supported, valued, and empowered to grow. That's why we offer a comprehensive rewards package designed to support you both professionally and personally, including:

• Competitive compensation, comprehensive medical, dental, and vision coverage, plus company-paid life and disability insurance
• 401(k) with company match to help you plan for the future
• Flexible hybrid or remote work options for many roles
• Generous paid time off, Paid Parental Leave, tuition reimbursement, and other work-life benefits
• Earned wage access, giving you the flexibility to access a portion of your pay before payday
• Employee equity and referral programs, because our success is shared
• Robust mental health and wellness resources to help you thrive at work and at home
• Ongoing learning and development opportunities, including training, mentorship, and career growth programs
• A collaborative, inclusive culture that celebrates innovation, connection, and recognition through unique programs like Veritext Summer Camp, Wellness Week, and Veritext Cares

About Veritext

Veritext is the industry leader in technology-enabled court reporting and litigation support services. We help law firms, government agencies, and corporations navigate complex legal proceedings through innovative technology, industry-leading expertise, exceptional service, and a nationwide network of professionals.

As we continue to grow, we're committed to building a workplace where collaboration, innovation, and belonging thrive. We believe diverse perspectives make us stronger and are dedicated to fostering an environment where every employee feels valued, supported, and empowered to succeed.

About This Opportunity

At Veritext, we recognize that every candidate brings a unique combination of experience, skills, and perspective. Any compensation range listed for this position reflects the anticipated base salary for the role; however, actual compensation will be determined based on factors such as relevant experience, qualifications, geographic location, and overall fit for the position.

Veritext is proud to be an Equal Opportunity Employer and a participant in E-Verify. As part of the hiring process, we will verify employment eligibility in accordance with federal requirements using information provided on your Form I-9.

We are committed to an accessible and inclusive hiring experience. If you need a reasonable accommodation at any stage of the recruitment process, please contact [e-mail].

We look forward to connecting with talented professionals who are excited to make an impact and grow their careers with Veritext.