This position reports to the Director of CRM and is responsible for understanding and optimizing Brandt’s lead generation, qualification management, and reporting processes.
This role is designed as a career-growth opportunity. While the initial focus is on the operational management of leads to generate revenue, the role will evolve into a technical CRM Administrator position. The successful candidate will gradually assume ownership of system configuration, automation, and data health, serving as the bridge between marketing strategy and technical execution.
Duties & Responsibilities:
- Capture sales leads generated through Brandt’s marketing and sales tactics, qualify them, and coordinate the proper response from Brandt’s Sales Team on a timely basis.
- Promptly follow up on inbound inquiries; answer questions directly where possible or forward to the correct subject matter expert within Brandt.
- Maintain internal Sales Team lead distribution lists to ensure equitable and accurate routing.
- Develop and optimize the marketing lead follow-up process to minimize response time and maximize close rates.
- Provide lead or customer lists for marketing and sales purposes (direct mailings, event invitations, territory splits, email marketing) contingent on approval.
- Conduct reporting, analysis, and trend identification on sales leads to enable data-driven decisions for the Marketing & Sales Teams.
- Build and maintain scorecards and dashboards to drive accountability and performance across the sales organizations.
- Analyze the quality and quantity of Marketing Qualified Leads (MQLs) and their conversion rates into closed sales.
- Maintain customer lead records in Brandt’s CRM, ensuring records are accurate, current, and relevant.
- Transition into a "Super User" role, gradually taking ownership of CRM configuration including custom fields, page layouts, validation rules, and object management.
- Move beyond manual lead distribution by designing and implementing automated backend workflows, process builders, and triggers to streamline lead routing and task assignment.
- Assist with managing user profiles, roles, permissions, and security settings to ensure the Sales Team has the correct access levels.
- Evolve from maintaining individual records to developing systemic data hygiene policies, duplicate detection rules, and mass-data maintenance protocols.
- Work with platform development teams (internal and external) to build and optimize the tools utilized for lead generation management.
Key performance metrics:
- Quantity and quality of inbound leads generated.
- Change in closure rate period-to-period
- Response rate/time between a lead submission and contact from Brandt.
- Satisfaction level from polled leads regarding their interaction with Brandt.
- Feedback from the Sales Team regarding the lead gen process and lead quality.
- Improvement in CRM data integrity and reduction in manual administrative tasks through automation.
Required Skills
- Strong understanding of Customer Relationship Management (CRM) platforms. Experience with Salesforce, Microsoft Dynamics, HubSpot is a plus.
- Demonstrated technical aptitude with a desire to learn database structure, system logic, and backend configuration.
- Advanced data analysis skills (Excel, Pivot Tables) valuable for identifying trends and mass-updating records.
- A CRM Administrator Certification is a strong plus, or a documented willingness to obtain certification within the first 12 months of employment.
- Strong written and verbal communication skills – essential for training the Sales Team on system usage and communicating with customers.
- Skilled in process management; ability to visualize complex "If/Then" workflows and translate business requirements into technical solutions.
- Meticulous attention to data; missed details can result in missed sales opportunities and misrepresented reporting.
- Ability to troubleshoot technical issues and resolve unique customer inquiries.
- Understanding what potential customers care about to ensure the CRM supports a positive customer journey.
We would like to thank all candidates in advance for their interest in this position, however only those being considered will be contacted.