Lead Solution Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Take ownership of daily lead solutions within Marketing and Sales Operations.

• Assess incoming leads from the website and events.

• Remove duplicate leads and pinpoint routing exceptions.

• Identify, sort, and upload Trusted Advisors, providers, and end customers into Salesforce.

• Conduct company research and verify records.

• Enrich and sustain lead data.

• Oversee automated lead routing to ensure accuracy.

• Investigate routing problems and recurring exceptions.

• Collaborate with Sales Operations to enhance routing processes.

• Suggest improvements to routing logic and form fields.

• Work in partnership with Marketing and Sales Operations to refine workflows.

• Assist in testing and quality assurance for new form fields and routing modifications.

• Document procedures and pinpoint automation possibilities.

• Direct vendor inquiries to the suitable internal team.

• Support Marketing with lead segmentation and nurture lists.

• Act as the main contact for lead routing inquiries.

• Enhance lead routing accuracy and minimize misassigned leads.

• Boost Salesforce data quality through enrichment, deduplication, and record upkeep.

• Set up consistent monitoring and documentation of lead management procedures.

• Improve alignment between Marketing, Sales Operations, and Salesforce.

• Identify opportunities for automation and workflow enhancements.

• Increase visibility into lead performance and quality trends.

⛳️ Requirements

• Proven experience in lead quality management, data enrichment, routing supervision, operational lead management, process monitoring, and lead cleanup.

• Capability to review incoming leads from websites and events.

• Proficiency in deduplicating records using current Salesforce optimization techniques.

• Skill in identifying duplicates and routing exceptions.

• Competence in identifying and categorizing Trusted Advisors, providers, and end customers in Salesforce.

• Ability to research companies and validate records.

• Skill in enriching and maintaining lead data through research.

• Capacity to monitor automated routing for precision and investigate routing issues and recurring exceptions.

• Ability to collaborate with Sales Operations on routing enhancements.

• Skill in recommending improvements to routing logic and form fields.

• Capability to assist with testing and quality assurance for new form fields and routing modifications.

• Proficiency in documenting processes and identifying automation opportunities.

• Ability to direct vendor inquiries to the relevant internal team.

• Skill in aiding with lead segmentation and nurture lists.

• Effective communication skills to interact constructively with management, peers, and colleagues.

• Knowledge of Salesforce and experience with LinkedIn Navigator.

🏝️ Benefits

• Part-time/contract arrangement for 15–20 hours per week until the end of 2026.

• Access to LinkedIn Navigator to assist with company and record research.