We are looking for a hands-on Lead Management Specialist who can take full ownership of generating, verifying, qualifying, and organizing leads. This is not a managerial or supervisory role—instead, you’ll be directly responsible for managing the lead pipeline, executing outreach, and keeping the CRM clean, accurate, and up to date.
Key Responsibilities
- Lead Generation, Verification & Qualification
- Proactively generate, verify, and qualify leads through calls, SMS, and CRM-driven processes.
- Engage potential sellers in value-driven conversations to understand their needs and identify opportunities.
- Maintain consistent follow-ups, sharing relevant market insights to increase engagement and move leads further down the pipeline.
- Coordinate with the skip tracer when updated or missing contact information is needed.
- CRM Ownership (REI Sift & GoHighLevel)
- Maintain accurate, real-time lead records after every interaction.
- Tag, categorize, and update lead statuses to ensure an organized and reliable pipeline.
- Ensure CRM data is complete, clean, and ready for client review at any time.
- Use CRM tools to track lead activity, manage workflows, and support automation.
- Cold Calling & Outreach Execution
- Conduct outbound cold calls using provided scripts—while adapting your approach based on lead responses.
- Qualify leads effectively and hand off hot leads to the owners for next steps.
- Run SMS outreach campaigns and respond promptly to engaged contacts to boost conversion likelihood.
- Reporting and Collaboration: Produce daily and weekly reports on key metrics, including total dials, connections, lead rates, and new leads sent to Monday.com.
- Prepare daily and weekly reports on activities such as total dials, connections, lead rates, and new qualified leads.
- Maintain transparency in lead pipeline status and CRM updates.
- Communicate regularly with clients regarding lead progress, challenges, and campaign performance.
- Share recommendations for improving lead engagement and refining outreach strategies based on real-time insights.
Requirements
- Willingness to perform voice tasks, including outbound calls.
- Strong English communication skills—both spoken and written.
- Proven experience in hands-on lead management, including generating, verifying, qualifying, and tracking leads.
- 2+ years of experience in cold calling and lead generation.
- CRM proficiency is required—experience with platforms like HubSpot, Salesforce, REI Sift, or GoHighLevel is a strong advantage.
- Strategic thinker with the ability to analyze trends, identify patterns, and suggest process improvements.
- Experience collaborating on strategy refinements and implementing process optimizations related to lead workflows.
Benefits
- Fully remote work, Full-Time and Long-Term role (not project-based)
- Competitive Salary & appraisal opportunities
- HMO & Insurance
- PTO
- Lots of opportunities and areas for growth
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Scale Virtually is a premier innovative process solutions provider that focuses on providing you with tailored solutions specifically aligned to your business’ needs for growth and success.The Scale Virtually CORE team has grown numerous businesses by ...