Location: Chicago (hybrid)

Reports to: Senior Manager, Expert Insights - ECS

About the Team:

The Trials team is focused on delivering an exceptional first experience for new clients engaging with Tegus by AlphaSense call-taking services, while acting as a close partner to Sales in driving conversion and growth. They serve as the primary point of contact throughout the trial, combining strong client communication with seamless project execution to showcase the value of the Expert Call Services (ECS). By aligning closely with Sales to reinforce value, drive engagement, and accelerate call activity, they play a critical role in converting trial users into long-term clients while generating new content and revenue opportunities.

About the Role: 

The Trial OM I / OM II role is responsible for leading and developing a high-performing team of Client Relationship Managers and Analysts to deliver exceptional first-call experiences and drive trial conversion. They instill a strong sense of urgency and accountability, coaching their team to meet speed and input goals while consistently delivering high-quality client interactions. As a key partner to GTM stakeholders, the Trial OM plays a critical role in aligning efforts across teams, maximizing trial engagement, and converting trial users into active, long-term call-takers.

Who You Are:

• 3 + years of experience client service responsibilities and 3+ years of experience in people management.
• Strong people leadership and organization: Highly effective at managing competing priorities, creating structure for the team, and ensuring consistent execution across CRMs and Analysts.
• Persistence and results orientation: Demonstrates grit and follow-through, holding the team accountable to goals and pushing through obstacles to drive trial engagement and conversion.
• Detail-oriented with high standards: Maintains a sharp focus on quality, compliance, and accuracy, ensuring every client interaction and project meets a high bar.
• Collaborative and team-first mindset: Fosters a positive, supportive team environment while partnering effectively with Sales and GTM stakeholders to achieve shared goals.
• Clear, impactful communicator and coachable leader: Communicates expectations and feedback effectively, while remaining open to feedback and continuously improving their own leadership approach.
• Open-minded and curious listener who is able to pick up context quickly and can navigate ambiguity to get to the heart of the problem.
• Self-starter attitude who can initiate and drive projects to completion with minimal guidance.
• Ability to handle multiple tasks and assume responsibility for quality results with minimal supervision.

What You’ll Do: 

• Lead and develop a high-performing team: Manage, coach, and inspire Client Relationship Managers and Analysts to consistently deliver exceptional client experiences while driving trial engagement and conversion outcomes.
• Compile team reports, conduct 1:1’s, and conduct regular quality assurance reviews.
• Work closely with Senior Managers/Director of Operations to provide feedback and execute on department-wide initiatives.
• Instill accountability and execution rigor: Set clear expectations around speed, input goals, and quality, ensuring the team operates with urgency and delivers against key performance metrics.
• Elevate client experience through team enablement: Equip the team to provide best-in-class communication, guide clients through their first call, and effectively demonstrate the value of call services.
• Align team efforts with Sales and GTM priorities: Partner closely with AEs and GTM stakeholders, ensuring the team is coordinated, prepared for client interactions, and actively supporting conversion opportunities.