Job Title

Key Role Deliverables: ▪ Lead and manage the LPM team, ensuring efficient and effective processing of leads ▪ Develop and implement strategies to improve lead conversion rates and overall team performance ▪ Monitor and analyze team performance metrics, providing regular feedback and coaching to team members ▪ Collaborate with Marketing and Sales departments to align lead processing activities with overall business goals ▪ Ensure high standards of customer service and maintain strong relationships with clients ▪ Conduct regular training sessions to enhance the skills and knowledge of team members ▪ Manage the recruitment and onboarding process for new team members ▪ Prepare and present reports on team performance to senior management ▪ Oversee the processing of 1,000 qualified leads per month generated by the Marketing department ▪ Review and qualify leads, converting the best-qualified leads into Identified Opportunities, the first stage of the Sales Progression stages in the TresVista CRM system ▪ Apply a lead scoring system or conduct phone calls to prospects to assess their interest and needs ▪ Manage the rejection of unqualified leads by sending them back to the prospect pool for future marketing campaigns ▪ Ensure that "hot" qualified leads, who have requested a return call through the website, LinkedIn, or other social media, are contacted within 48 hours ▪ Report to the EVP of Inside Sales and coordinate closely with the Client Growth Teams (CGTs) to ensure that the right kinds of leads are converted into Identified Opportunities ▪ Work closely with the Marketing department to improve the type and quality of marketing leads coming into the funnel Prerequisites : ▪ Proven experience in managing a team that identifies, and processes leads through phone interactions ▪ Excellent communication and interpersonal skills, with the ability to motivate and inspire team members ▪ Strong analytical and problem-solving abilities ▪ Proficiency in CRM software, performance metrics and reporting tools, and other Sales tools ▪ Ability to work in a fast-paced environment and handle multiple tasks simultaneously ▪ Preferred experience in the Financial Services industry ▪ Knowledge of lead generation and sales processes Experience: ▪ 8+ years of experience in a Sales or Customer Service role, with at least 2 years in a managerial position Education: ▪ Bachelor's degree in Business Administration, Marketing, or a related field ▪ An MBA or equivalent is preferred Compensation: ▪ The compensation structure will be as per industry standard