Sales Team Lead (Account Executives)

Who are we?

Workiz is the leading SaaS platform for field service teams, trusted by over 120,000 pros. We help real, hard working people run and grow their businesses, with an end-to-end solution that enables them to schedule jobs, dispatch, invoice, track performance, get paid in the field, plus so much more - all in one place!

We’re on a mission to revolutionize our industry by “automating everything but holding the wrench”, providing our users with smart, AI-powered tools that will replace time consuming tasks, generate more revenue, and provide peace of mind, freeing our users to focus on building their small business into an empire.

Who are you?

The Sales Team Lead is a quota-carrying, player–coach responsible for driving personal revenue while elevating the execution, discipline, and performance of a team of Account Executives.

This role acts as the frontline extension of Sales Leadership, ensuring high standards across deal execution, pipeline management, forecasting accuracy, and sales process adherence. The Team Lead sets the tone for professionalism, preparation, and accountability while actively coaching AEs to improve performance.

This is not a passive leadership role. Success requires the ability to sell at a high level, coach with precision, and hold peers accountable.

This Team Lead role serves as a formal bridge between individual contribution and full-scale management. We are looking for a future leader who wants to earn their management stripes by proving they can lift a team's performance as effectively as their own. This is a role for someone who is passionate about mentorship and wants a structured environment to develop their management style before taking on a full team.

Responsibilities

Revenue & Individual Contribution

• Carry and consistently achieve 50% of a standard AE quota
• Own full-cycle sales execution from discovery through close
• Lead complex or high-impact deals when needed
• Model elite discovery, demo execution, pricing conversations, and closing behavior
• Maintain a clean, well-qualified pipeline and accurate CRM data

Coaching & Deal Execution

• Coach a team of Account Executives through structured weekly deal reviews
• Provide real-time deal support on discovery strategy, demos, objections, and close plans
• Conduct regular call reviews using Gong scorecards with clear, actionable feedback
• Act as the first escalation point for deal strategy and execution challenges
• Reinforce messaging consistency, qualification standards, and next-step discipline

Performance, Process & Discipline

• Enforce adherence to the Workiz sales process and execution standards
• Monitor pipeline health, forecast accuracy, and activity quality
• Conduct regular pipeline, lead, quote, and call audits
• Identify execution gaps and partner with the Director of Sales on gap-to-goal plans
• Maintain high standards without excuses or surprises at month-end

Onboarding & Development

• Support onboarding and ramp of new Account Executives
• Shadow calls, review recordings, and accelerate time-to-productivity
• Assist in the creation and reinforcement of sales training materials and playbooks
• Raise the baseline performance of the team, not just top performers

**This is a hybrid role working Tuesday, Wednesday, and Thursday in our San Diego office and Monday and Friday working remote.

As a trailblazing SaaS company in the field service industry, we're at the forefront of change, driving success in one of today's most resilient and rewarding sectors. Our all-in-one platform empowers field and home service businesses with tools to streamline scheduling, dispatching, invoicing, and customer communication – all in one place.

We’re looking for talented individuals who are excited to join our mission of making field service a breeze. Here is a glimpse into what it means to be a part of the Workiz team:

Collaborative Environment: We nurture a culture of collaboration and support, where ideas are highly valued, and teamwork is fundamental.

Dynamic Growth: Join a company on the fast track, experiencing exhilarating growth, perpetually evolving, and driving change.

Impactful Contributions: Witness the direct impact of your efforts on the success of our customers and the advancement of field service business management. At the end of the day, it’s all about the people. Our customers are at the heart of everything we do.

We focus on empowering our team members, valuing each as a long-term investment. Emphasizing the importance of ongoing growth, we are dedicated to nurturing and training individuals, enabling them to exceed expectations in both skills and responsibilities.

Why You’ll Love Being a Workizer:

• Fuel your passion (and have a blast doing it!): You won't just use a product you believe in, you'll work alongside a team that makes every day exciting!
• Collaborative Excellence: We foster a culture of teamwork where exceptional achievers and quick learners can thrive. Together, we deliver impactful results.
• Speak your mind! At Workiz, there are no bad ideas. We thrive on diversity of thought and love to see innovation take flight.
• Celebrate the culture: Our team is a vibrant mix of backgrounds and experiences. Embrace the richness and learn from each other.
• Work-life balance: Find your perfect rhythm with our hybrid model - 3 days on-site and 2 days remote working.
• We take our work seriously, but we know how to let loose and celebrate our wins!

Perks

• Fuel Up & Unwind: We keep our kitchen stocked with top-notch coffee and a variety of snacks to energize your day.
• Four-Legged Friends Welcome: Bring your furry co-pilot to work and join our pack of friendly pups.
• Bonding Beyond Desks: We believe in building strong teams, both inside and outside the office with our team socials, catered lunches and office happy hours.
• Unleash Your Inner Gamer: Take a break and recharge with our stocked fridge, pool table, dartboard, mini putting green, and gaming systems.

Compensation and Benefits

Market-level compensation based on experience $150,000-$165,000 On-Target Earnings.

Workiz provides a comprehensive benefits package, featuring employee stock options, up to 100% employer-paid Medical, Dental, and Vision coverage options for employees plus generous dependent coverage, and a 4% match on 401k contributions.

Sick Leave: 5 days per year

Vacation Leave: 14 days per year (that grows with tenure!) plus 2 Floating Holidays to use each year

Inclusivity Statement

At Workiz, we believe that great ideas come from anywhere. We support a collaborative environment and value open participation from individuals with different ideas, experiences, and perspectives. We believe having a diverse team makes Workiz a more interesting and innovative place to work, and we strive to make Workiz a welcoming and inclusive place for all.

REQUIREMENTS

• Proven success as a top-performing Account Executive
• Experience coaching, mentoring, or leading peers
• Strong command of discovery, demos, objection handling, and deal strategy
• Highly detail-oriented with strong HubSpot and pipeline management skills
• Ability to deliver direct, candid feedback and hold others accountable
• Experience selling to SMBs in a high-volume SaaS environment

Preferred

• FSM SaaS experience
• Familiarity with Gong, call scoring, and pipeline inspection frameworks
• Experience supporting onboarding and ramp

What Success Looks Like

• Consistent achievement of personal quota
• Improved deal quality, win rates, and execution across the AE team
• Strong pipeline hygiene and accurate forecasting
• Faster ramp times for new hires
• Fewer end-of-month surprises
• A disciplined, accountable sales team that consistently hits targets