Lead Management Coordinator

Job Description

REQUIREMENTS

• 2–4+ years of experience in sales, intake, or lead conversion roles (required)
• Experience working in a high-volume, fast-response environment preferred
• Proven ability to meet or exceed conversion or scheduling KPIs
• Strong phone communication and interpersonal skills
• High attention to detail and accuracy
• Ability to multitask and prioritize effectively
• Experience with CRM systems such as Go High Level, Salesforce or similar platforms
• preferred
• Experience working with a Voice Ai platform preferred
• Strong experience with Excel or Google Sheets (required) — comfortable tracking lead data, maintaining reports, and using basic formulas (filters, sorting, simple calculations, KPI tracking)
• Reliable, consistent, and accountable
• Strong follow-through and persistence

RESPONSIBILITIES

• Monitor all incoming phone calls
• Ensure all new leads are contacted within 10 minutes
• Ensure missed calls are returned within 10 minutes
• Monitor all marketing leads (website, forms, LSA, referrals, etc.)
• Ensure every lead is assigned and actively being worked
• Flag and escalate any delays in response time
• Track all intake leads daily
• Maintain accurate intake tracking reports
• Track key data points including: Total Leads, Lead Source and Scheduled Appointments
• Prepare and maintain daily and weekly intake reports
• Conduct follow-up calls with Potential New Clients (PNCs)
• Work to convert leads into scheduled appointments
• Re-engage leads in active follow-up campaigns
• Reschedule no-shows
• Reach out to current clients to schedule Estate Plan Update Appointments
• Track and report follow-up outcomes

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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