Lead Generation Crm Process Manager (Remote)

We’re looking for a Lead Generation & CRM Process Manager to take charge of our lead management strategy, ensuring our Sales Development team has a streamlined and organized workflow. With our recent switch to a new CRM, we need a dynamic individual who can tackle duplicate leads, organize data, and implement efficient processes to ensure every lead is properly tagged, labeled, and assigned.

Our Core Values:

• Be Great – Always exceed expectations
• Good Vibes – Bring positive energy
• Curious – Seek solutions
• Hustle – Act fast, think smart
• Poised – Thrive under pressure
• Defender – Always have each other’s backs

Duties and Responsibilities

• Lead Database Management: Oversee the entire lead database, ensuring proper tagging, labeling, and assigning of leads to the SDR team, while resolving any duplication issues stemming from CRM migration.
• Process Optimization: Develop and refine workflows to maintain an organized and efficient lead pipeline. Ensure seamless integration and synchronization between the new CRM and lead generation activities.
• Manage and optimize our CRM technological stack (email, SMS text messages, VOIP/phone compatibility), prioritizing data integrity, organization, efficiency and compliance.
• Team Coordination: Collaborate with the SDR team to make sure leads are properly managed and that the call lists are aligned with sales goals. Ensure leads are continuously and correctly assigned.
• Reporting & Analysis: Provide regular reports on lead quality, conversion metrics and overall CRM health. Use insights to suggest improvements to lead generation processes.
• Data Cleanup & Maintenance: Take the lead on ongoing CRM data hygiene, ensuring no duplicate leads, proper segmentation and timely updates for all lead records.
• Stakeholder Collaboration: Work closely with sales, marketing and operations teams to ensure that the lead generation process is aligned with overall business objectives.
• Training & Support: Train team members on CRM best practices and help develop their skills in lead management, ensuring all users can efficiently utilize the system.

Qualifications:

• Fluent in English, both written and spoken.
• Skilled in using various tools and software relevant to lead generation and sales.
• 4+ years of experience in lead generation, sales, or marketing. 
• Familiarity with CRMs, particularly with experience using JobDiva’s sales CRM, is highly desirable.
• Experience working remotely, preferably in a startup environment, with a proven track record of scaling business activities.
• Management and leadership experience is preferred.
• A quiet home office with a reliable setup, ensuring uninterrupted work.

About Us:

Elevate Teams is a dynamic U.S.-based recruitment company dedicated to helping independent insurance agencies grow their teams by providing pre-trained remote assistants. Our mission is to support client-facing customer service needs and back-office operations, allowing agencies to better serve their customers and expand their business.

About You:

• An excellent communicator who builds and maintains strong relationships with ease.
• A resilient problem solver who listens actively and finds effective solutions.
• Goal-oriented with strong time management and organizational skills.
• Experienced in fast-paced environments and adaptable to changes or new challenges.
• Familiar with CRM systems and how they contribute to sales processes and team efficiency.
• Experience with marketing automation and customer data platforms.
• Based in Latin America or the Caribbean.

Why Join Us?

• Gain experience working with an international company in a multicultural environment.
• Be part of a talented, dynamic team in a rapidly growing company.
• Help create life-changing work opportunities for deserving professionals in Latin America.
• Work from the comfort of your home with competitive pay in USD.
• Enjoy growth and advancement opportunities within the company.
• We are an Equal Opportunity Employer and value the diversity of our team.

If you are a proactive, results-driven professional with experience in leading and managing lead generation activities, we encourage you to apply for this exciting opportunity.

Industry: Insurance, Sales Development, Sales, Lead Generation 

Employment Type: Full-time