Team Lead, Referral Partner Operations

Serve as the first point of contact for team questions — team members come to you before escalating 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 — model the standard the rest of the team works toward.

Communicate proactively and professionally with external partners by email and phone.

Keep a live handle on outstanding partner emails — track what's open, follow up proactively, and ask the right clarifying questions before something goes stale.

Apply strategic and critical thinking to ambiguous, undefined problems — comfortable working without a playbook.

Bring issues to the Manager along with a proposed solution, not just the problem.

Continuously look for ways to improve existing systems, reconciliation processes, and reporting accuracy.

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 — able to make sound judgment calls in gray areas and explain the reasoning behind them.

Sharp attention to detail and task-oriented, especially when reconciling data across multiple systems or reports.

Strong problem-solving and critical-thinking skills — you dig into why something's off, not just that it is.

Proficiency with Excel/Google Sheets; familiarity with Salesforce, Filevine, or similar CRM/case management platforms.

Some prior experience leading, mentoring, or informally guiding others.

Interest in growing into a broader people-leadership role as the team scales.

Legal, financial services, reconciliation, or similarly regulated environment experience.

We don't hire on resumes alone. We hire for competence, character, and mindset.

Embrace Change: Open to feedback, embracing change, and always asking "what's next?"

Committed: You care deeply, have your teammates' backs, and show up to build something lasting.

No-Ego Energy: Positive, professional, and solutions-oriented. Drama stays at the door.

Ownership: You do what you say, follow through, and treat the business like it's yours.

Fast & Hungry: You move with urgency, thrive under high expectations, and are motivated by growth and impact.

We are an equal opportunity employer. Employment selection and related decisions are made without regard to age, race, color, national origin, religion, sex, disability, sexual orientation, gender identification, or being a qualified disabled veteran or qualified veteran of the Vietnam era or any other category protected by Federal or State law.

DISCLAIMER: TopDog Technologies, Inc. [TopDog Law, P.A.] [TopDog Law SE, PLLC] ("TopDog") may use artificial intelligence (AI) and automated decision-making tools to assist in screening and evaluating candidates for employment positions, including whether to advance a candidate in the application process. These tools assess job-related qualifications and characteristics—such as work experience, education, and skills relevant to the position as described in the job posting—based on information you provide in your application materials (e.g., resume, application responses, and other submitted materials, if any).

All adverse decisions affecting your candidacy are reviewed by a human member of our Talent Acquisition team before being finalized. AI does not make the final decision on your candidacy.

If you have questions about this notice, wish to request additional information about how AI was used in a decision affecting you, wish to request correction of inaccurate data, or need a reasonable accommodation that is required by law regarding TopDog Law's use of these tools, please contact: Talent Acquisition Department | [recruitment@topdoglaw.com #LI-Remote