Lead Manager Virtual Assistant - Expert in Lead Generation & CRM Management

scale-virtuallyRemote — Philippines

Remote Full-time

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Experience Level

Experience

Qualifications

Ideal candidates will possess:Proven experience in lead generation and CRM management. Exceptional communication skills and the ability to engage leads in genuine conversations. A strong understanding of lead qualification processes. Ability to adapt scripts and conversations based on real-time interactions. Experience with CRM platforms, particularly REI Sift and GoHighLevel, is a plus.

About the job

As a Lead Manager Virtual Assistant at scale-virtually, you will take full ownership of the lead generation pipeline, from the initial contact to ensuring the accuracy of our CRM system.

Your focus will be on actively engaging with leads through calls and messages, qualifying them, and maintaining an organized CRM that reflects the current status of each lead.

This position is ideal for proactive candidates who thrive on making outbound calls, adapting conversations in real-time, and valuing meticulous CRM management.

Key Responsibilities

1. Lead Generation & Qualification

Proactively generate new leads daily via outbound calls, SMS, and various data sources.
Verify the accuracy of contact details prior to outreach, coordinating with skip tracers to fill in any gaps.
Engage with leads through meaningful conversations to assess intent, timeline, and opportunities.
Consistently follow up to advance conversations rather than waiting for leads to respond.

2. Cold Outreach & Communication

Conduct high-volume outbound calls, using scripts as a starting point while remaining adaptable to the conversation flow.
Effectively manage objections and navigate discussions towards fruitful qualification outcomes.
Implement SMS campaigns and respond promptly to engaged leads to minimize drop-off.
Quickly identify and escalate “hot” leads with comprehensive context for seamless handoff.

3. CRM Management

Update the CRM immediately following each interaction to maintain an accurate and current status.
Tag, categorize, and progress leads through the pipeline based on their real-time status.
Address incomplete or disorganized records proactively rather than overlooking them.
Ensure the CRM is consistently prepared for client reviews without additional cleanup.

4. Follow-Up and Lead Progression

Establish structured follow-up sequences tailored to lead behavior and engagement levels.
Re-engage cold or unresponsive leads with fresh approaches, considering timing and messaging.
Identify leads that are stalled and take the necessary actions to advance them or disqualify them.

5. Performance Tracking and Reporting

Monitor and report on daily metrics including calls made, connections achieved, and lead quality.
Provide weekly summaries that include insights on what strategies are effective or need improvement.
Maintain transparency of pipeline status so clients are informed of progress without having to chase updates.

6. Client Interaction and Feedback

Communicate effectively with clients regarding lead statuses and feedback, ensuring a collaborative approach to lead management.

About scale-virtually

scale-virtually is a forward-thinking company dedicated to leveraging technology to streamline lead generation and management processes. We strive to create an engaging and effective working environment that empowers our team members to excel in their roles.

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