Job Description

Key Role Deliverables: Lead and manage the LPM team, ensuring efficient and effective processing of leads Develop and implement strategies to improve lead conversion rates and overall team performance Monitor and analyze team performance metrics, providing regular feedback and coaching to team members Collaborate with Marketing and Sales departments to align lead processing activities with overall business goals Ensure high standards of customer service and maintain strong relationships with clients Conduct regular training sessions to enhance the skills and knowledge of team members Manage the recruitment and onboarding process for new team members Prepare and present reports on team performance to senior management Oversee the processing of 1,000 qualified leads per month generated by the Marketing department Review and qualify leads, converting the best-qualified leads into Identified Opportunities, the first stage of the Sales Progression stages in the TresVista CRM system Apply a lead scoring system or conduct phone calls to prospects to assess their interest and needs Manage the rejection of unqualified leads by sending them back to the prospect pool for future marketing campaigns Ensure that "hot" qualified leads, who have requested a return call through the website, LinkedIn, or other social media, are contacted within 48 hours Report to the EVP of Inside Sales and coordinate closely with the Client Growth Teams (CGTs) to ensure that the right kinds of leads are converted into Identified Opportunities Work closely with the Marketing department to improve the type and quality of marketing leads coming into the funnel Prerequisites: Proven experience in managing a team that identifies, and processes leads through phone interactions Excellent communication and interpersonal skills, with the ability to motivate and inspire team members Strong analytical and problem-solving abilities Proficiency in CRM software, performance metrics and reporting tools, and other Sales tools Ability to work in a fast-paced environment and handle multiple tasks simultaneously Preferred experience in the Financial Services industry Knowledge of lead generation and sales processes Experience: 8+ years of experience in a Sales or Customer Service role, with at least 2 years in a managerial position Education: Bachelor's degree in Business Administration, Marketing, or a related field An MBA or equivalent is preferred Compensation: The compensation structure will be as per industry standards