Lead Assigner

PTR Global; Tempe (AZ); Hybrid; USD 55,000 - 62,000; Full time

Benefits offered by this job

Medical, dental, vision

401K

PTO & sick leave

Job summary

PTR Global in Tempe, AZ (Hybrid: 3 days onsite, 2 days remote) seeks a Sales Operation Specialist-Lead Management for a 12+ month (possible conversion to FTE) W2 engagement.

You will manage daily distribution of sales leads, balance workloads, and support pipeline integrity with Sales Managers and Operations teams.

Qualifications

• High School Diploma or equivalent is required.
• 1+ year(s) of sales support, operations, or related experience.
• Strong organizational and time management skills.
• Excellent written and verbal communication abilities.

Responsibilities

• Assign inbound and outbound leads to Sales Consultants using rules.
• Monitor lead queues for timely assignment and fair workload.
• Review lead inventory and prioritize by objectives and quality.
• Maintain records of lead assignments and reassignments.
• Audit lead data for accuracy and resolve discrepancies.
• Support staffing changes and territory alignment with Sales Managers.
• Create and share lead management reports and dashboards.
• Monitor aging leads and ensure timely follow-up by agents.
• Identify trends and gaps to improve lead distribution.
• Assist with special projects in sales operations and reporting.
• Ensure compliance with company policies and data privacy.

Skills

Time management

Organization

Data accuracy

Communication

Attention to detail

Education

High School Diploma or equivalent

Tools

Salesforce

MS Office

Job description

JobTitle:Sales Operation Specialist-Lead Management
Location:Tempe, AZ (Hybrid, 3 Days onsite and 2 Day Remote)
Duration:12+ Months (Possible to extend or convert to Full Time)

NOTE: THIS IS ON W2

Job Summary

• Responsible for the daily distribution and management of sales leads to ensure timely followup, balanced workloads, and maximum sales effectiveness.
• This role works closely with Sales Managers, Sales Consultants, and Operations teams to maintain lead integrity, support pipeline management, and ensure leads are assigned according to established guidelines and business priorities.

Key Responsibilities

• Assign inbound and outbound sales leads to Sales Consultants based on established distribution rules.
• Monitor lead queues to ensure timely assignment and equitable workload distribution.
• Review lead inventory and prioritize assignments based on business objectives, lead quality, and servicelevel expectations.
• Maintain accurate records of lead assignments and reassignment activity.
• Audit lead data for accuracy and resolve assignment discrepancies.
• Partner with Sales Managers to support staffing changes, performance initiatives, and territory alignment.
• Generate and distribute lead management reports and dashboards.
• Monitor aging leads and work with agents and managers to ensure timely followup.
• Identify trends, process gaps, and opportunities to improve lead distribution efficiency.
• Assist with special projects related to sales operations, reporting, and process improvement.
• Ensure compliance with company policies, procedures, and data privacy requirements.

Required Qualifications

• High School Diploma or equivalent required.
• 1 plus years of sales support, operations, customer service, or related experience.
• Strong organizational and timemanagement skills.
• Proficiency in Microsoft Excel and Microsoft Office applications.
• Ability to manage multiple priorities in a fastpaced environment.
• Strong attention to detail and data accuracy.
• Excellent written and verbal communication skills.

Preferred Qualifications

• Previous experience in lead management, sales operations, or contact center environments.
• Experience with CRM systems (Salesforce), lead databases, and reporting tools.
• Knowledge of Merchant Services, financial services, or sales processes.
• Experience creating reports and analyzing performance metrics.

Key Competencies

• Attention to Detail
• Organization and Prioritization
• Problem Solving
• Data Analysis
• Communication
• Collaboration
• Accountability
• Adaptability

Success Measures

• Timely lead assignments completed within established service levels.
• Accurate lead distribution with minimal assignment errors.
• Balanced lead allocation across sales consultants.
• Reduction in aged or unworked leads.
• Positive partnership and support feedback from sales leadership and agents.
• Accurate and timely reporting.

Pay Range: $40- $45

The specific compensation for this position will be determined by several factors, including the scope, complexity, and location of the role, as well as the cost of labor in the market; the skills, education, training, credentials, and experience of the candidate; and other conditions of employment. Our full-time consultants have access to benefits, including medical, dental, vision, and 401K contributions, as well as PTO, sick leave, and other benefits mandated by applicable state or localities where you reside or work.