Lead Pipeline & Conversion Manager

Intuit, Inc.

Northfield (NJ)

On-site

USD 70,000 - 110,000

Full time

5 days ago
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Job summary

Intuit, Inc. is seeking a data-driven Lead Operations professional to monitor inbound sources, ensure CRM accuracy, and optimize the lead lifecycle across Sales, Marketing, and Operations.

You will analyze source quality, improve attribution, and build nurturing programs across SMS, email, and phone channels while maintaining data quality and driving revenue growth.

Qualifications

  • Experience managing leads, CRM systems, sales operations, marketing operations, appointment setting, revenue operations, or a similar function.
  • Strong analytical ability and advanced comfort working with spreadsheets, dashboards, CRM reporting, and performance metrics.
  • Ability to identify patterns within large amounts of data.
  • Experience with CRM and marketing automation platforms strongly preferred
  • Understanding of SMS, email, automated nurture, and customer reactivation campaigns
  • Strong organizational and process-building ability
  • Ability to hold others accountable while maintaining productive working relationships
  • Strong written and verbal communication and comfort presenting performance data to company leadership
  • Ability to move between strategy and hands-on execution
  • High sense of urgency and obsessive attention to detail
  • Extreme ownership
  • Home-improvement, roofing, construction, call-center, high-ticket sales, or performance-marketing experience strongly preferred but not required for an exceptional candidate

Responsibilities

  • Monitor every inbound lead source and ensure new leads enter the appropriate system correctly.
  • Verify lead-source attribution and CRM accuracy.
  • Monitor speed-to-lead and identify leads that haven't been contacted.
  • Identify leads without a clear owner or next action and ensure leads don't disappear between systems or teams.
  • Establish escalation procedures when lead-response standards aren't met.
  • Track and report pipeline metrics including leads by source, cost per lead, contact rate, speed-to-lead, and more.
  • Analyze the quality and conversion performance of each lead source, comparing marketing sources by appointments, sales, and revenue.
  • Identify low-quality sources and high-performing sources to justify investment.
  • Work with leadership and Marketing to improve attribution and campaign visibility.
  • Ensure every unsold opportunity has a defined next step and build structured follow-up processes.
  • Manage SMS, email, phone, and CRM nurture campaigns and identify leads needing personal follow-up.
  • Audit whether sales follow-up is occurring and develop processes for cancelled appointments and no-shows.
  • Develop long-term nurture strategies for homeowners not ready today.
  • Build database reactivation campaigns for previous unsold estimates and existing customers.
  • Maintain visibility into the complete lead lifecycle and audit CRM data quality.
  • Identify broken workflows and automation failures and work with leadership to improve automations.
  • Build dashboards showing pipeline health in real time and ensure lead statuses have clear definitions.
  • Ensure every active opportunity has an owner and next action and reduce duplicates and mis-categorized records.
  • Bring data to cross-department conversations to determine where breakdowns occur and help leadership fix them

Skills

Lead management
CRM systems
Sales operations
Marketing operations
Appointment setting
Revenue operations
Data analysis
CRM reporting
Performance metrics
Spreadsheets
Dashboards

Tools

CRM platforms
Marketing automation platforms

Job description

What You'll Do
  • Monitor every inbound lead source and ensure new leads enter the appropriate system correctly

  • Verify lead-source attribution and CRM accuracy

  • Monitor speed-to-lead and identify leads that haven't been contacted

  • Identify leads without a clear owner or next action and make sure leads don't disappear between systems, departments, or team members

  • Establish escalation procedures when lead-response standards aren't met

  • Track and report pipeline metrics including leads by source, cost per lead, contact rate, speed-to-lead, appointment-set rate, confirmation rate, cancellation rate, no-show rate, sit/demo rate, lead-to-sale conversion, appointment-to-sale conversion, revenue by source, average contract value, cost per appointment, customer acquisition cost, lost-lead reasons, reactivation performance, and recovered revenue

  • Analyze the quality and conversion performance of each lead source — comparing marketing sources based on appointments, sales, and revenue, not just raw lead volume

  • Identify sources producing low-quality or poorly converting opportunities and high-performing sources that may justify additional investment

  • Work with leadership and Marketing to improve attribution and campaign visibility

  • Ensure every unsold opportunity has a defined next step and build structured follow-up processes

  • Manage SMS, email, phone, and CRM nurture campaigns and identify leads requiring personal follow-up

  • Audit whether sales follow-up is actually occurring and develop processes for cancelled appointments and no-shows

  • Develop long-term nurture strategies for homeowners who aren't ready today

  • Build database reactivation campaigns targeting previous unsold estimates, old leads, cancelled appointments, no-shows, unreachable homeowners, deferred projects, previous repair customers, and existing customers eligible for additional exterior services

  • Maintain visibility into the complete lead lifecycle and audit CRM data quality

  • Identify broken workflows and automation failures and work with leadership and technology partners to improve automations

  • Build dashboards showing pipeline health in real time and ensure lead statuses have clear definitions

  • Ensure every active opportunity has an owner and next action and reduce duplicate, incomplete, improperly categorized, and abandoned records

  • Bring the data to cross-department conversations between Sales, Marketing, Office Operations, and Executive Leadership to determine where breakdowns actually occur and help leadership fix them

What You Bring
  • Experience managing leads, CRM systems, sales operations, marketing operations, appointment setting, revenue operations, or a similar function

  • Strong analytical ability and advanced comfort working with spreadsheets, dashboards, CRM reporting, and performance metrics

  • Ability to identify patterns within large amounts of data

  • Experience with CRM and marketing automation platforms strongly preferred

  • Understanding of SMS, email, automated nurture, and customer reactivation campaigns

  • Strong organizational and process-building ability

  • Ability to hold others accountable while maintaining productive working relationships

  • Strong written and verbal communication and comfort presenting performance data to company leadership

  • Ability to move between strategy and hands-on execution

  • High sense of urgency and obsessive attention to detail

  • Extreme ownership

  • Home-improvement, roofing, construction, call-center, high-ticket sales, or performance-marketing experience strongly preferred but not required for an exceptional candidate

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