Key Responsibilities Lead Response & Engagement
- Be the first line of response for leads generated via:
- Custom OB (Outbound) initiatives
- Marketing email campaigns
- LinkedIn engagement and outreach
- Ensure prompt and professional and personalized communication with all incoming leads via email, LinkedIn
- Understand lead requirements, urgency, and fit before moving them forward.
Lead Qualification & Appointment Setting
- Qualify leads based on predefined criteria (need, authority, timeline, relevance).
- Schedule high-quality appointments for internal stakeholders/sales teams.
- Maintain accuracy in stakeholder calendars and ensure zero overlap or miscommunication.
- Share structured lead context before appointments to maximize conversion success.
Operational Backend & Coordination
- Maintain and update CRM / lead trackers it:
- Lead source
- Status
- Follow-up timelines
- Conversion outcomes
- Follow up persistently yet professionally to prevent lead drop-offs.
- Coordinate with marketing and stakeholders to improve lead quality and messaging.
Process Improvement & Scaling Support
- Identify gaps in response time, lead quality, and conversion bottlenecks.
- Suggest process improvements to increase appointment conversion rates.
- Support scaling efforts by handling increasing lead volumes without compromising quality.
Key Skills & Competencies
- Strong written and verbal communication skills (email, LinkedIn, calls).
- Experience in lead generation, inside sales, or appointment setting.
- Ability to handle high-volume leads with discipline and structure.
- Comfortable working with CRM tools, spreadsheets, and scheduling platforms.
- Highly organized, detail-oriented, and follow-up driven.
- Professional, polite, and persuasive communication style (not aggressive sales).
Preferred Experience
- 14 years of experience in backend sales operations, lead generation, or appointment setting.
- Experience working with B2B leads and senior stakeholders is a plus.
- Familiarity with email campaigns, LinkedIn outreach, and inbound lead management.
Success Metrics
- Lead response turn around time
- Lead-to-appointment conversion rate
- Appointment show-up rate
- Stakeholder satisfaction with lead quality
- Ability to manage increased lead volumes efficiently
