Lead Management Specialist

Lead Management Specialist 

Location: Irving, TX or Tempe, AZ (Hybrid)
Job Type: Contract
Duration: 3 months initially, with intent to extend to 6+ months and potential conversion to FTE
Schedule: Tuesday–Thursday onsite; Monday & Friday remote
Training:First month onsite 5 days/week
Interview: 2 rounds – Microsoft Teams with camera on + in-person interview
Pay Rate: Up to$23/hour

About the Role

We are seeking aLead Management Specialist to support sales operations by managing inbound and outbound sales leads, ensuring accurate and timely distribution, and maintaining reliable lead reporting.

This role is ideal for a polished, detail-oriented professional with strongCRM, Excel, reporting, and lead management experience. The successful candidate will be comfortable managing multiple priorities, working with Sales Managers, monitoring lead queues, and identifying opportunities to improve processes.

What You’ll Do

• Assign inbound and outbound sales leads to Merchant Services sales representatives
• Monitor lead queues to ensure timely distribution and follow-up
• Maintain accurate lead assignment records and reporting
• Review lead data for completeness and accuracy before assignment
• Balance lead distribution based on team capacity, performance, and business needs
• Partner with Sales Managers to resolve assignment and workload issues
• Track and report lead volume, assignment metrics, and lead aging
• Identify and escalate system, routing, or lead-quality issues
• Ensure lead assignments follow established company policies and procedures
• Support reporting and operational analytics
• Proactively identify opportunities for process improvement
• Communicate effectively with sales and internal business partners

Required Qualifications

• 2+ years of lead management experience
• Strong experience working withCRM systems, such as Salesforce
• Proficiency with Microsoft Office, particularlyExcel
• Strong Excel skills including:
  • Pivot Tables
  • VLOOKUPs
  • Formulas
  • Data analysis and reporting
• Strong attention to detail and data accuracy
• Excellent organizational and time-management skills
• Ability to manage multiple priorities in a fast-paced environment
• Strong written and verbal communication skills
• Strong problem-solving and analytical abilities
• Ability to work independently and escalate non-routine issues appropriately

Preferred Experience

• Merchant Services
• Sales Operations
• Contact Center Operations
• Lead Management
• Customer Operations
• Process improvement
• Reporting or administrative support

Key Competencies

• Lead Management
• CRM Management
• Data Accuracy
• Reporting & Analytics
• Advanced Excel
• Attention to Detail
• Time Management
• Process Improvement
• Accountability
• Team Collaboration
• Problem Solving
• Customer Focus

Success in This Role

Success will be measured by:

• Timely and accurate lead assignment
• Effective lead distribution across sales teams
• Reduced lead aging
• Accurate reporting and documentation
• Compliance with lead assignment guidelines
• Strong partnership with Sales Managers and leadership
• Identification and implementation of process improvements