Workiz
Overview
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 We Need 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
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
A disciplined, accountable sales team that consistently hits targets
This is a hybrid role working Tuesday, Wednesday, and Thursday in our San Diego office and Monday and Friday working remote.
Minimum Qualifications
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
Why Join Workiz? 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 sell a product you believe in, you'll work alongside a team that makes every day exciting!
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!
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 office book club, catered lunches and office happy hours.
Unleash Your Inner Gamer: Take a break and recharge in our game room, featuring a stocked fridge, a pool table, a dartboard, mini putting green, and gaming systems.
Compensation and Benefits Market-level compensation based on experience.
Workiz provides a comprehensive benefits package, featuring employee stock options, Medical, Dental, and Vision coverage options, and up to a 4% match on 401k contributions.
Sick Leave: 5 days per year
Vacation Leave: 14 days per year 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.
#J-18808-Ljbffr
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 We Need 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
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
A disciplined, accountable sales team that consistently hits targets
This is a hybrid role working Tuesday, Wednesday, and Thursday in our San Diego office and Monday and Friday working remote.
Minimum Qualifications
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
Why Join Workiz? 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 sell a product you believe in, you'll work alongside a team that makes every day exciting!
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!
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 office book club, catered lunches and office happy hours.
Unleash Your Inner Gamer: Take a break and recharge in our game room, featuring a stocked fridge, a pool table, a dartboard, mini putting green, and gaming systems.
Compensation and Benefits Market-level compensation based on experience.
Workiz provides a comprehensive benefits package, featuring employee stock options, Medical, Dental, and Vision coverage options, and up to a 4% match on 401k contributions.
Sick Leave: 5 days per year
Vacation Leave: 14 days per year 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.
#J-18808-Ljbffr