Client Services Team Lead

RoShay Services; Phoenix (AZ); On-site; USD 70,000 - 90,000; Full time

Job summary

RoShay Services in Phoenix, AZ seeks a Lead Client Services professional to direct service delivery for existing clients, guide team performance, and drive growth through strong relationships.

You will train new staff, oversee task delegation, and report activity in Salesforce, ensuring top-tier service quality and client retention. This on-site role collaborates with cross-functional teams to expand key accounts while maintaining service excellence.

Qualifications

• Strong client relationship and communication skills.
• Proven leadership ability to supervise and develop team members.
• Experience coordinating service activities and handling task delegation.
• Proficiency with Salesforce or similar CRM tools for activity reporting.

Responsibilities

• Support and manage service needs for existing clients.
• Oversee team performance and delegate tasks effectively.
• Train and onboard new team members to ensure consistent service quality.
• Use a Salesforce-based CRM to report and track field activity.
• Contribute to client retention and expansion by identifying opportunities for growth.

Skills

Client relationships

Team leadership

Communication

People development

Tools

Salesforce

Job description

Role:

Lead Client Services activities for an insurance agency by delivering exceptional support to existing clients, guiding team performance, and driving client growth through strong relationships.

Key Responsibilities

• Support and manage service needs for existing clients.
• Oversee team performance and delegate tasks effectively.
• Train and onboard new team members to ensure consistent service quality.
• Use a Salesforce-based CRM to report and track field activity.
• Contribute to client retention and expansion by identifying opportunities for growth.

Qualifications & Skills

• Strong client relationship and communication skills.
• Proven leadership ability to supervise and develop team members.
• Experience coordinating service activities and handling task delegation.
• Proficiency with Salesforce or similar CRM tools for activity reporting.