Marketing Lead Specialist

Description

This position reports to the Director of CRM and is responsible for understanding and optimizing Brandt’s lead generation, qualification management, and reporting processes.

• Conduct reporting, analysis, and trend identification on sales leads to enable data-driven decisions for the Marketing & Sales Teams.
• Evolve from maintaining individual records to developing systemic data hygiene policies, duplicate detection rules, and mass-data maintenance protocols.
• Develop and optimize the marketing lead follow-up process to minimize response time and maximize close rates.
• Promptly follow up on inbound inquiries; answer questions directly where possible or forward to the correct subject matter expert within Brandt.
• Maintain customer lead records in Brandt’s CRM, ensuring records are accurate, current, and relevant.
• Capture sales leads generated through Brandt’s marketing and sales tactics, qualify them, and coordinate the proper response from Brandt’s Sales Team on a timely basis.
• Work with platform development teams (internal and external) to build and optimize the tools utilized for lead generation management.
• Build and maintain scorecards and dashboards to drive accountability and performance across the sales organizations.
• Provide lead or customer lists for marketing and sales purposes (direct mailings, event invitations, territory splits, email marketing) contingent on approval.
• Analyze the quality and quantity of Marketing Qualified Leads (MQLs) and their conversion rates into closed sales.
• Transition into a "Super User" role, gradually taking ownership of CRM configuration including custom fields, page layouts, validation rules, and object management.
• Assist with managing user profiles, roles, permissions, and security settings to ensure the Sales Team has the correct access levels.
• Move beyond manual lead distribution by designing and implementing automated backend workflows, process builders, and triggers to streamline lead routing and task assignment.
• Maintain internal Sales Team lead distribution lists to ensure equitable and accurate routing.

Requirements

• Skilled in process management; ability to visualize complex "If/Then" workflows and translate business requirements into technical solutions.
• Strong understanding of Customer Relationship Management (CRM) platforms. Experience with Salesforce, Microsoft Dynamics, HubSpot is a plus.
• Satisfaction level from polled leads regarding their interaction with Brandt.
• Strong written and verbal communication skills – essential for training the Sales Team on system usage and communicating with customers.
• A CRM Administrator Certification is a strong plus, or a documented willingness to obtain certification within the first 12 months of employment.
• Response rate/time between a lead submission and contact from Brandt.
• Meticulous attention to data; missed details can result in missed sales opportunities and misrepresented reporting.
• Quantity and quality of inbound leads generated.
• Ability to troubleshoot technical issues and resolve unique customer inquiries.
• Improvement in CRM data integrity and reduction in manual administrative tasks through automation.
• Demonstrated technical aptitude with a desire to learn database structure, system logic, and backend configuration.
• Advanced data analysis skills (Excel, Pivot Tables) valuable for identifying trends and mass-updating records.

Benefits

• Change in closure rate period-to-period

Training + Development

Interview process

Visa Sponsorship

Security clearance