Lead Generation & Sales Data Specialist

CrewbloomRemote — Philippines

Remote Full-time

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Experience Level

Mid to Senior

Qualifications

Qualifications:Proven experience in lead generation and sales data management. Strong analytical skills with the ability to interpret data effectively. Excellent communication and interpersonal skills. Familiarity with CRM software and lead generation tools. Ability to manage multiple tasks and prioritize effectively. Detail-oriented with a focus on accuracy in documentation and reporting. Proficient in using various outreach channels (calls, SMS, email).

About the job

Craft and execute lead generation strategies to consistently provide warm, qualified prospects for intake and conversion.
Develop and manage targeted outreach campaigns for private-pay prospects and referral partners, enhancing lead flow and referral pipelines.
Source, research, organize, and maintain optimized prospect and referral lists for effective outreach and conversion.
Conduct structured multi-channel outreach (calls, SMS, email) adhering to approved messaging and compliance standards.
Evaluate prospects based on service needs, urgency, location, and overall suitability.
Foster leads through systematic follow-up cycles until they are ready for pre-assessment scheduling.
Directly schedule pre-assessment appointments with the Intake & Client Conversion Supervisor and confirm details with clients.
Conduct pre-assessment calls when necessary to support the Supervisor during peak periods.
Promptly update CRM stages, notes, tags, tasks, and communication logs following every interaction.
Inform the Managing Member and Supervisor about warm leads, booked pre-assessments, and successful conversions.
Generate weekly reports on lead generation and referral performance, including metrics on lead volume, warm leads, campaign effectiveness, and improvement recommendations.
Drive outbound and referral campaign performance to achieve the necessary lead volume for growth.
Continuously refine outreach cadence, messaging, targeting, and list quality based on performance and conversion metrics.
Collaborate with the Supervisor for Intake & Client Conversion to ensure seamless transitions and optimal lead readiness for pre-assessment.
Work with the Supervisor for HR Recruitment to align staffing needs with projected lead and referral volumes.
Maintain clear communication through WhatsApp channels and ensure accurate appointment updates on internal calendars.
Proactively identify declines in lead quality, referral engagement, or outreach effectiveness and implement corrective measures.

About Crewbloom

Crewbloom is dedicated to reshaping the way businesses approach lead generation and sales. Our innovative strategies and commitment to excellence empower our clients to achieve their growth objectives. We value collaboration, creativity, and a results-driven approach, making us a leader in the industry.

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