CRM Lead Management Specialist

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Part TimeAdministrative and Operations SupportMarketing and AdvertisingSales and Business Development

Job Summary

We are looking for a organized and personable Sales Support Assistant to keep our lead pipeline moving after trade shows and networking events. You will enter new contacts into our CRM, run email follow-up campaigns, and make friendly outreach calls to qualify interest. The ideal candidate is dependable, comfortable on the phone, and eager to take on more responsibility as our needs grow.

Key Responsibilities

  • Enter contacts from collected business cards into Pipedrive and organize them into separate event-based categories
  • Set up and schedule multi-week email drip campaigns using content provided by our team
  • Monitor email responses and log all replies and updates in the CRM
  • Make follow-up phone calls to leads to confirm their fit and ask a few brief qualifying questions
  • Offer a free property quote to interested leads and pass them to our team for next steps
  • Follow a set outreach cadence of email, call, bi-weekly follow-ups, and monthly check-ins
  • Keep lead records clean, accurate, and up to date after each campaign
  • Research and compile new lead lists on LinkedIn and other platforms as the role grows
  • Support additional administrative tasks such as onboarding documents, flyers, presentations, and general office support

Mandatory Skills

  • Proven experience with data entry and CRM management
  • Experience setting up and sending email campaigns or drip sequences
  • Clear, confident spoken English with experience making outbound calls
  • Strong written English for professional emails
  • Strong organizational and follow-up skills
  • Reliable, detail-oriented, and able to work independently
  • Strong communication skills

Preferred Skills

  • Hands-on experience with Pipedrive
  • Experience in lead generation, appointment setting, or sales support
  • Basic design skills in Canva for flyers and presentations
  • Experience with HR onboarding documents or light bookkeeping tasks
  • Experience researching leads on LinkedIn
  • Ability to manage multiple projects simultaneously

Why Join Us

This is a great opportunity to join a growing, close-knit team where your contributions are noticed and valued. You will start with a focused set of responsibilities and have room to expand your role into new areas over time. If you enjoy building processes and connecting with people, you will thrive here.

Work Schedule

Check with Client

Ready to Apply?

Submit your application and our team will be in touch.

Apply Now
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