As a Customer Service Representative (Leads Generation Associate), you are the bridge between a curious prospect and a future client. Your role is unique: you provide helpful, high-quality service to people inquiring about our business, while simultaneously identifying if they are a good fit for our products or services. You'll turn simple questions into valuable business opportunities by qualifying leads and setting the stage for our sales team.
Core Responsibilities
- Inquiry Management: Respond to incoming inquiries via phone, email, or live chat with a friendly and helpful attitude.
- Lead Discovery: Ask strategic discovery questions during service interactions to understand the customer's needs, budget, and timeline.
- Qualification: Filter through inquiries to separate general questions from high-potential sales-ready leads based on company criteria.
- Appointment Setting: Smoothly transition qualified prospects to the Sales or Account Management teams by scheduling consultations or demos.
- Data Accuracy: Capture and log detailed notes about a prospect's pain points and contact information in our CRM (e.g., Salesforce, HubSpot).
- Follow-Up Campaigns: Re-engage with cold or stale leads who previously showed interest to see if their needs have changed.
