Job Description
Lead Conversion & CRM Specialist
We're looking for a tech-savvy, detail-oriented professional who thrives on optimizing systems and turning leads into opportunities. In this role, you'll support lead generation, CRM management, and conversion processes with speed and precision.
What You'll Do
Manage and maintain CRM systems and lead databases
Respond to inbound leads and determine their stage in the sales process
Immediately process, tag, and assign leads (drip campaigns, follow-ups, notifications, etc.)
Nurture leads through consistent email and SMS communication until conversion
Reassign leads and coordinate appointments with agents
Monitor agent activity and track performance daily
Build dashboards, trackers, and reports using Google Sheets
Handle CRM troubleshooting, support, and basic training for agents
Upload and manage leads in dialers and scheduling tools
Maintain backup databases and referral tracking systems
Share updates on CRM training, webinars, and team announcements
What We're Looking For
Highly tech-savvy and quick to adapt to new systems
Strong organizational skills with excellent follow-through
Fast, responsive, and detail-focused
Comfortable working with data, tools, and automation workflows
If you enjoy structured systems, fast-paced coordination, and measurable impact, this role is for you.
