Operational Backend – Lead Generation

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

• 1–4 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