CRM & Lead Management Specialist

Tasks

• Manage lead routing, assignment, and distribution within the CRM according to established business rules, while monitoring lead flow and identifying follow-up gaps or pipeline bottlenecks.
• Create and manage sales leads from multiple sources, including email, phone, events, webinars, and marketing activities.
• Partner with Sales and Marketing to improve lead handoffs, lead nurturing, customer engagement, and conversion throughout the sales process.
• Maintain CRM data quality by auditing records, removing duplicates, applying data standards and naming conventions, and supporting accurate data imports.
• Build and maintain CRM reports and dashboards to track lead volume, campaign performance, conversion metrics, and other key sales and marketing indicators.
• Develop and manage lead scoring, customer segmentation, automated nurturing campaigns, email workflows, follow-up sequences, and other CRM automation processes.
• Identify and implement opportunities to improve CRM utilization, operational efficiency, and customer experience, including the use of AI tools and CRM-based AI agents to support lead management and market or company research.

Qualifications

• Bachelor’s degree in Marketing, Business, Communications, or a related field, or equivalent relevant experience.
• 1–3 years of experience supporting CRM, marketing operations, sales operations, lead management, or a related function.
• Experience working with CRM platforms such as Salesforce, HubSpot, Microsoft Dynamics, or similar systems integrated with marketing automation or sales engagement tools.
• Knowledge of CRM workflow automation, lead scoring, customer segmentation, lead lifecycle management, and business process optimization.
• Experience developing reports and dashboards and interpreting CRM, campaign, and lead-conversion data, along with proficiency in Microsoft Excel and data-import best practices.
• Familiarity with digital marketing, demand generation, email marketing workflows, customer lifecycle management, and the use of AI prompts or tools to support research and sales activities.
• Strong organizational, analytical, communication, and collaboration skills, with the ability to manage multiple priorities accurately in a fast-paced environment.