*job title*:lead management specialist
*reports to*: lead management team lead
*position summary*:
the lead management specialist serves as the primary point of contact for all inbound inquiries received via digital channels (web forms, web chat) and phone.
this role focuses on speed, professionalism, and qualification accuracy to convert inbound interest into well-defined, sales-ready opportunities.
this position partners closely with application engineering, inside and outside sales and cross-functional teams to ensure high-quality lead handling, adherence to service level agreements, and a best-in-class customer experience.
the role is foundational in developing strong commercial skills and serves as an entry point into broader sales, marketing, or commercial excellence career paths.
*responsibilities*:
- *inbound lead response & qualification*
- respond to all inbound inquiries within established slas
- conduct structured discovery using approved qualification frameworks
- capture complete and accurate customer information and qualification notes in crm
- convert qualified leads into opportunities, assign correct owners, and ensure clear documentation
- execute structured nurture of inbound leads, including quote reminders and clarifications
- provide budgetary quotes within approved templates and scope
- *crm excellence & funnel management*
- maintain high data-quality standards in crm across leads, opportunities, and activities, incl.
, quote logs, customer responses and next-step documentation to support sales
- update dispositions accurately (won, lost) in alignment with opportunity owners
- support marketing with feedback on lead quality, campaign alignment, and customer trends
- *sales* & marketing collaboration*
- escalate complex technical, pricing pr product-fit questions to the appropriate sales or technical teams
- participate in team huddles, 1:1 development check-ins and alignment meetings
- provide structure feedback on inbound lead quality and recurring customer questions
- *continuous improvement*
- identify opportunities to improve response templates, qualification questions, or routing rules
*required qualifications*:
*education & experience*
- bachelor's degree preferred (business, communications, marketing, engineering, or related field)
- 1-3 years of experience in lead management, sales development, customer support, or related roles
*skills & competencies*
- strong written and verbal communication skills
- high attention to detail and accuracy in crm usage
- ability to multitask in a fast-paced, high-volume environment
- customer-centric mindset with strong problem-solving skills
- coachable, dependable, and organized
- fully bilingual english/spanish (effective verbal and written communication)