Customer Service Representative - CRM - Spanish

Collabera; Tempe (AZ); Hybrid; USD 50,000 - 65,000; Full time

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

We are seeking a Lead Management Specialist to support Merchant Services. This is a very lead assignment / lead management-heavy role. The team has centralized the majority of their lead flow through Salesforce, so we need someone comfortable working directly in a CRM and managing a high volume of leads.

Work Arrangement

• First month: 5 days/week onsite for training
• After training: Tuesday–Thursday onsite, Monday/Friday WFH

Key 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.

Required 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.

Preferred Qualifications

• Process improvement experience is a plus.

Interview Process

• Round 1 – MS Teams, camera on

Role Focus

The biggest priorities for this role are Salesforce/CRM lead assigning and strong Excel skills. The successful candidate should be comfortable managing a high volume of leads, maintaining accurate data, analyzing lead activity and ensuring leads are distributed appropriately across sales teams.

The Company offers the following benefits for this position, subject to applicable eligibility requirements:

• 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 , paid sick and safe time , hours of paid vacation time, weeks of paid parental leave, paid holidays annually - AS Applicable)