Marketing Operations, Lead Qualification Strategist

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

📋 Description

• Oversee the Lead Qualification Management (LQM) processes, which encompass lead review, qualification support, routing, assignment, and lifecycle tracking.

• Process incoming leads from various sources including digital campaigns, webinars, events, trade shows, referrals, and other marketing channels.

• Enhance and maintain lead enrichment, qualification, and routing processes utilizing Salesforce, automation tools, and authorized data sources.

• Track and monitor lead acceptance, rejection, conversion, and follow-up activities.

• Assist with lead scoring, grading, routing, lifecycle automation, and conversion reporting in Salesforce and Salesforce Marketing Cloud Account Engagement (Pardot).

• Aid in the setup, testing, tracking, measurement, and governance of marketing campaign initiatives.

• Coordinate the preparation of lists, including data cleanup, enrichment, quality reviews, and readiness for upload.

• Manage Pardot assets and templates, which include email templates, landing pages, forms, engagement programs, folder structures, and reusable campaign frameworks.

• Maintain dashboards and reporting across Salesforce, Tableau, and other approved platforms.

• Develop reports focused on lead quality, lifecycle progression, campaign effectiveness, marketing-attributed pipeline, revenue contribution, and customer growth opportunities.

• Monitor key performance indicators such as lifecycle conversion rates, LQM rejection rates, lead scoring effectiveness, campaign influence, funnel progression, and both marketing-sourced and marketing-influenced pipeline.

• Support multi-touch attribution reporting and the measurement of campaign influence.

• Conduct audits of CRM data to uncover attribution gaps, reporting discrepancies, duplicate records, and data quality challenges.

• Assist with business reviews and fulfill ad hoc reporting requests.

• Collaborate with Sales Operations and the Salesforce Product Manager to enhance CRM data integrity, reporting capabilities, and operational processes.

• Provide support for reporting and workflows pertaining to upsell, cross-sell, and renewal opportunities.

• Create documentation for processes, job aids, reporting guides, and training materials.

• Facilitate sales onboarding and training focused on lead management, campaign tracking, reporting, attribution, and CRM best practices.

• Work collaboratively across Marketing, Sales, Customer Success, Analytics, and Technology teams.

⛳️ Requirements

• Bachelor's degree in Marketing, Business, Communications, Analytics, or a related field is preferred.

• A minimum of 3 years of experience in marketing operations, lead management, CRM administration, sales operations, reporting, or similar areas is preferred.

• Familiarity with Salesforce CRM and marketing automation platforms is essential.

• Proven experience in developing reports and dashboards using Salesforce, Tableau, Power BI, or comparable analytics tools.

• Solid understanding of lead management, lead scoring, routing, campaign operations, and funnel reporting.

• Exceptional analytical, organizational, and problem-solving abilities.

• Demonstrated capability to manage multiple priorities in a fast-paced environment.

• Strong communication skills and ability to collaborate across functions.

🏝️ Benefits

• Medical, dental, and vision coverage

• Paid time off plan

• Health savings account (HSA)

• 401k savings plan

• Access to wages before payday with myFlexPay

• Flexible spending accounts (FSAs)

• Short- and long-term disability coverage

• Work-Life resources

• Paid parental leave

• Healthy lifestyle programs