CRM Lead Management Specialist — Salesforce & Lead Ops

Collabera

Tempe (AZ)

Hybrid

USD 50,000 - 65,000

Full time

7 days ago
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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
401(k) retirement plan
Life insurance
Long-term disability insurance
Short-term disability insurance
Paid parking/public transportation
Paid time off and holidays

Job summary

Collabera is seeking a Lead Management Specialist to support Merchant Services. The role centers on lead assignment and management, with heavy use of Salesforce to handle a high volume of inbound and outbound leads.

The position requires strong CRM experience, data accuracy, and the ability to analyze lead activity. Training occurs onsite for the first month, followed by a hybrid schedule with some remote days.

Qualifications

  • 2+ years lead management experience.
  • Strong hands-on Salesforce or similar CRM experience.
  • Experience assigning/managing high-volume inbound and outbound leads.
  • Ability to analyze reports, lead volume, aging and distribution.
  • Strong attention to detail/data accuracy.
  • Strong multitasking and organization.
  • Polished written/verbal communication.
  • Able to work reactively when issues arise but also be an initiator.

Responsibilities

  • Assign inbound/outbound sales leads to Merchant Services reps.
  • Monitor lead queues and review leads for accuracy/completeness.
  • Track lead volume, aging and assignment metrics.
  • Maintain reporting.
  • Partner with Sales Managers on workload issues.
  • Escalate routing/system issues.
  • Work reactively when issues arise while also being an initiator.

Skills

Lead management
CRM usage
Data analysis
Multitasking
Communication

Tools

Salesforce
Excel

Job description

Collabera is seeking a Lead Management Specialist to support Merchant Services. The role centers on lead assignment and management, with heavy use of Salesforce to handle a high volume of inbound and outbound leads.

The position requires strong CRM experience, data accuracy, and the ability to analyze lead activity. Training occurs onsite for the first month, followed by a hybrid schedule with some remote days.

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