CRM & Lead Operations Coordinator

Job Description

Job Description

CRM & Lead Operations Coordinator

Location: Hybrid / In Office

Employment Type: Full-Time

Compensation: $50,000 - $55,000 per year (depending on experience)

About the Role

We are seeking a highly organized and detail-oriented CRM & Lead Operations Coordinator to support our sales and funding teams. This position is responsible for managing inbound leads, maintaining CRM accuracy, handling lead assignments, and ensuring all prospect information is properly documented and transferred between systems.

This is a fast-paced operational role that requires exceptional attention to detail, strong computer skills, and the ability to manage multiple tasks simultaneously. The ideal candidate enjoys organization, works efficiently under pressure, and can maintain accuracy while handling phone calls, emails, CRM updates, and internal communications throughout the day.

What You'll Do

Lead Intake & CRM Management

• Answer inbound calls when sales representatives are unavailable and screen/take message (unlikely as we're continuing to hire sales reps, but could happen based on how many missed calls there appears to be)
• Search for prospects in our legacy CRM system.
• Review existing customer records and transfer relevant information into Salesforce.
• Create and update lead records in Salesforce.
• Maintain accurate notes and customer information.
• Ensure CRM data remains clean, organized, and complete.

Email Inquiry Management

• Monitor inbound email inquiries and campaign responses.
• Determine whether prospects already exist in Salesforce.
• If a prospect does not exist, locate their information in the legacy CRM and create a complete Salesforce record.
• Copy and document email communications within Salesforce.
• Assign leads to the appropriate sales representative according to company procedures.

Lead Assignment & Operations Support

• Route leads quickly and accurately to the appropriate team members.
• Monitor lead queues and incoming requests throughout the day.
• Assist with maintaining lead workflow organization.
• Support funding and disbursement tracking processes.
• Ensure timely follow-up opportunities are not missed.

What a Typical Day Looks Like

• Legacy CRM open on one screen.
• Salesforce open on another screen.
• Locate existing prospect records for inbound callers
• Transfer customer information from the legacy CRM into Salesforce.
• Process inbound email inquiries and marketing responses.
• Document communications within Salesforce.
• Assign leads to the appropriate sales representative.
• Manage multiple emails, notifications, calls, and CRM tasks simultaneously.
• Help maintain organization across the sales pipeline.

Qualifications

Required

• Exceptional attention to detail.
• Strong organizational and multitasking skills.
• Professional phone and communication skills.
• Fast and accurate typing skills.
• Comfortable working with multiple systems and screens simultaneously.
• Strong computer proficiency.
• Ability to stay focused and productive in a high-volume environment.

Preferred

• Salesforce experience.
• CRM administration or CRM support experience.
• Sales support, operations, customer service, or administrative experience.
• Experience working in financial services, lending, funding, or related industries.

The Ideal Candidate

• Extremely organized.
• Calm under pressure.
• Fast learner.
• Detail-oriented.
• Process-driven.
• Reliable and accountable.
• Comfortable handling repetitive tasks with high accuracy.
• Able to work quickly without sacrificing quality.

Success in This Role

Success is measured by accuracy, responsiveness, and organization. The ideal candidate ensures every lead is properly documented, every inquiry is captured, every CRM record is accurate, and every lead is assigned quickly and correctly.