Lead Intake Specialist & CRM Coordinator

Bruno; Dallas (TX); On-site; USD 47,000 - 57,000; Full time

Job summary

Bruno in Dallas, TX is seeking a Customer Support Specialist to act as the main point of contact for leads, qualify inquiries, gather essential information, and schedule consultations and discovery calls. This role reports to the Brand Marketing Manager and collaborates with the Client Onboarding Team.

The position emphasizes strong communication, organization, and familiarity with HubSpot and Excel to maintain accurate data and drive lead conversion goals.

Qualifications

• Excellent communication skills, both oral and written.
• Highly organized, detail-oriented, able to multi-task and prioritize workload.
• Customer service experience preferred.
• Able to work independently and as part of a team.

Responsibilities

• Serve as key point of contact for prospective clients.
• Answer scheduling queries via email and phone.
• Qualify Leads and gather information to schedule consultations.
• Schedule consultations and discovery calls.
• Update HubSpot and team reports to ensure data accuracy.
• Maintain HubSpot properties and user accounts.
• Provide HubSpot training to the firm.
• Report on Team KPIs.

Skills

Excellent communication

Highly organized

Team player

Independent worker

Customer service experience

Education

Associate Degree

Tools

HubSpot

Microsoft Excel

Job description

Bruno in Dallas, TX is seeking a Customer Support Specialist to act as the main point of contact for leads, qualify inquiries, gather essential information, and schedule consultations and discovery calls. This role reports to the Brand Marketing Manager and collaborates with the Client Onboarding Team.

The position emphasizes strong communication, organization, and familiarity with HubSpot and Excel to maintain accurate data and drive lead conversion goals.