CRM and Lead Management Specialist

Job Summary

To enhance sales efficiency and customer engagement, the full-time CRM and Lead Management Specialist will support lead management, CRM administration, and automation initiatives while working remotely.

Key responsibilities

• Manage lead routing, assignment, and distribution within the CRM, monitoring lead flow and identifying follow-up gaps
• Create and manage sales leads from various sources and partner with Sales and Marketing to improve lead handoffs and nurturing
• Maintain CRM data quality and build reports and dashboards to track lead volume and conversion metrics

Required qualifications

• Bachelor's degree in Marketing, Business, Communications, or a related field, or equivalent relevant experience
• 1-3 years of experience in CRM, marketing operations, or lead management
• Experience with CRM platforms like Salesforce, HubSpot, or Microsoft Dynamics
• Knowledge of CRM workflow automation, lead scoring, and customer segmentation
• Proficiency in developing reports and dashboards, and familiarity with digital marketing and email workflows