Full-Time

Team Lead – Referral Partner Operations

Posted on 9/10/2026

TopDog Law

TopDog Law

Compensation Overview

$60.2k - $79k/yr

Remote in USA

Remote

Category
Business & Strategy (1)
Required Skills
CRM
Salesforce
Excel/Numbers/Sheets

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Requirements
  • Strong written and verbal communication skills, especially with external stakeholders.
  • A track record of working independently, taking initiative, and following through without reminders.
  • Comfort with ambiguity, including the ability to make sound judgment calls in gray areas and explain the reasoning behind them.
  • Sharp attention to detail and a task-oriented approach, especially when reconciling data across multiple systems or reports.
  • Strong problem-solving and critical-thinking skills, including investigating why something is incorrect rather than only identifying the discrepancy.
  • Proficiency with Excel and Google Sheets.
  • Familiarity with Salesforce, Filevine, or similar customer relationship management or case management platforms.
Responsibilities
  • Own the relationship and data integrity for top-tier referral partner firms.
  • Compare external partner and firm reports against internal Salesforce and reconciliation reports, and investigate discrepancies through resolution.
  • Serve as the point of contact when team members identify discrepancies in numbers.
  • Serve as the first point of contact for team questions before escalation to the Manager.
  • Directly manage the day-to-day work of team members in partnership with the Manager, including workload, quality, and priorities.
  • Support performance management alongside the Manager, including check-ins, coaching, and review conversations.
  • Lead by example on accuracy, communication, and ownership.
  • Communicate proactively and professionally with external partners by email and phone.
  • Track outstanding partner emails, follow up proactively, and ask clarifying questions before items become stale.
  • Apply strategic and critical thinking to ambiguous, undefined problems without relying on an established playbook.
  • Bring issues to the Manager together with a proposed solution.
  • Identify ways to improve existing systems, reconciliation processes, and reporting accuracy.
Desired Qualifications
  • Some prior experience leading, mentoring, or informally guiding others.
  • Interest in growing into a broader people-leadership role as the team scales.
  • Experience in a legal, financial services, reconciliation, or similarly regulated environment.

Company Size

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Company Stage

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Total Funding

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Headquarters

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Founded

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