Sales Operations & Lead Development Specialist

Essential Duties and Responsibilities

• Lead Generation & Qualification
• Identify, research, and qualify prospective customers, agencies, contractors, consultants, and partners within assigned territories.
• Manage inbound and outbound lead activity through multiple channels, including website inquiries, trade shows, marketing campaigns, referrals, and prospecting efforts.
• Conduct initial discovery conversations to assess customer needs, project opportunities, budget, timeline, and decision-making processes.
• Route qualified opportunities to Regional Sales Managers and maintain visibility throughout the sales cycle.
• Maintain regular follow-up communications with prospects and inactive opportunities.
• Aid in developing and maintaining target account and prospect lists within assigned territories.
• Support specification and project tracking efforts to identify future sales opportunities.
• HubSpot CRM Administration
• Serve as the primary administrator and subject matter expert for HubSpot CRM.
• Maintain CRM data integrity, account structures, contact records, opportunity pipelines, and reporting dashboards.
• Create, update, and optimize workflows, automation, lead scoring, forms, and sales processes within HubSpot.
• Monitor CRM adoption and provide user support and training to sales team members.
• Develop and maintain CRM documentation, standards, and best practices.
• Ensure data quality through ongoing audits, cleanup efforts, and process improvements.
• Sales Operations Support
• Support Regional Sales Managers by providing lead intelligence, opportunity tracking, and account research.
• Enter customer orders into the Syteline ERP system.
• Follow up on generated leads, estimates, and sales opportunities.
• Interface with customers to report order status and lead times.
• Maintain accurate pipeline data and forecast reporting.
• Generate routine and ad hoc sales reports, dashboards, and performance metrics.
• Track and report on lead conversion rates, pipeline progression, and territory activity.
• Aid in territory planning and account management initiatives.
• Support trade show lead management and post-event follow-up processes.
• Marketing & Sales Alignment
• Collaborate with marketing to improve lead generation campaigns and lead handoff processes.
• Monitor campaign effectiveness and provide feedback regarding lead quality and conversion performance.
• Aid in customer outreach programs, email campaigns, and targeted marketing initiatives.
• Support the execution of strategic growth initiatives within assigned regions.
• Continuous Improvement
• Recommend and implement process improvements that enhance efficiency, customer experience, and sales effectiveness.
• Stay current on HubSpot functionality, CRM best practices, and industry trends.
• Maintain knowledge of MoboTrex products, services, markets, and competitive landscape.

Qualifications

• Education & Experience
• Bachelor's degree in Business, Marketing, Communications, Sales, or related field preferred.
• Minimum 3-5 years of experience in sales operations, business development, lead generation, CRM administration, or related commercial support roles.
• Experience administering HubSpot CRM strongly preferred.
• Experience in industrial, construction, transportation, infrastructure, technology, or related B2B industries preferred.
• Knowledge, Skills, and Abilities
• Strong understanding of CRM systems, sales processes, and pipeline management.
• Advanced proficiency with HubSpot CRM and Microsoft Office applications.
• Excellent verbal and written communication skills.
• Strong analytical and problem-solving abilities.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• High attention to detail and commitment to data accuracy.
• Ability to work independently while collaborating effectively across departments.
• Strong organizational and project management skills.
• Professional customer service and relationship-building skills.
• Physical Demands and Work Environment
• Ability to sit for extended periods while working at a computer.
• Frequent use of hands and fingers for typing and operating office equipment.
• Visual acuity to review detailed plans, specifications, and computer screens.
• Ability to communicate clearly in person, over the phone, and through written correspondence.
• Occasional travel throughout Texas and the territory for customer meetings, project reviews, and site visits.
• Ability to walk active construction sites and navigate varying terrain when required.