Marketing Lead Specialist

This position reports to the Director of CRM and is responsible for understanding and optimizing Brandt’s lead generation, qualification management, and reporting processes.

This role is designed as a career-growth opportunity. While the initial focus is on the operational management of leads to generate revenue, the role will evolve into a technical CRM Administrator position. The successful candidate will gradually assume ownership of system configuration, automation, and data health, serving as the bridge between marketing strategy and technical execution.

Duties & Responsibilities

• Capture sales leads generated through Brandt’s marketing and sales tactics, qualify them, and coordinate the proper response from Brandt’s Sales Team on a timely basis.
• Promptly follow up on inbound inquiries; answer questions directly where possible or forward to the correct subject matter expert within Brandt.
• Maintain internal Sales Team lead distribution lists to ensure equitable and accurate routing.
• Develop and optimize the marketing lead follow-up process to minimize response time and maximize close rates.
• Provide lead or customer lists for marketing and sales purposes (direct mailings, event invitations, territory splits, email marketing) contingent on approval.
• Conduct reporting, analysis, and trend identification on sales leads to enable data-driven decisions for the Marketing & Sales Teams.
• Build and maintain scorecards and dashboards to drive accountability and performance across the sales organizations.
• Analyze the quality and quantity of Marketing Qualified Leads (MQLs) and their conversion rates into closed sales.
• Maintain customer lead records in Brandt’s CRM, ensuring records are accurate, current, and relevant.
• Transition into a "Super User" role, gradually taking ownership of CRM configuration including custom fields, page layouts, validation rules, and object management.
• Move beyond manual lead distribution by designing and implementing automated backend workflows, process builders, and triggers to streamline lead routing and task assignment.
• Assist with managing user profiles, roles, permissions, and security settings to ensure the Sales Team has the correct access levels.
• Evolve from maintaining individual records to developing systemic data hygiene policies, duplicate detection rules, and mass-data maintenance protocols.
• Work with platform development teams (internal and external) to build and optimize the tools utilized for lead generation management.

Key performance metrics:

• Quantity and quality of inbound leads generated.
• Change in closure rate period-to-period
• Response rate/time between a lead submission and contact from Brandt.
• Satisfaction level from polled leads regarding their interaction with Brandt.
• Feedback from the Sales Team regarding the lead gen process and lead quality.
• Improvement in CRM data integrity and reduction in manual administrative tasks through automation.

#LI-onsite

• Strong understanding of Customer Relationship Management (CRM) platforms. Experience with Salesforce, Microsoft Dynamics, Hub Spot is a plus.
• Demonstrated technical aptitude with a desire to learn database structure, system logic, and backend configuration.
• Advanced data analysis skills (Excel, Pivot Tables) valuable for identifying trends and mass-updating records.
• A CRM Administrator Certification is a strong plus, or a documented willingness to obtain certification within the first 12 months of employment.
• Strong written and verbal communication skills – essential for training the Sales Team on system usage and communicating with customers.
• Skilled in process management; ability to visualize complex "If/Then" workflows and translate business requirements into technical solutions.
• Meticulous attention to data; missed details can result in missed sales opportunities and misrepresented reporting.
• Ability to troubleshoot technical issues and resolve unique customer inquiries.
• Understanding what potential customers care about to ensure the CRM supports a positive customer journey.

• Strong understanding of Customer Relationship Management (CRM) platforms. Experience with Salesforce, Microsoft…