Lead Management Specialist

Live Oak Bank•Wilmington, NC

8d•$56,540 - $92,520

About The Position

As a Lead Management Specialist, you will play a crucial role in ensuring that our sales team has a steady pipeline of qualified leads. You will contribute to the overall growth and success of Live Oak Bank and its mission to support small businesses across the nation. Your efforts will directly impact our ability to connect with potential clients, streamline the sales process, and ultimately help small businesses thrive.

Requirements

Bachelor's degree or 2+ years of experience in lead generation, sales or servicing support, or a related role
Proficiency with CRM software and lead management tools
Strong communication and interpersonal skills
Ability to work independently and as part of a team

Nice To Haves

Bachelors degree in Business, Marketing, or a related field
Experience in the financial services industry, particularly in lending or banking
Familiarity with small business financing and loan products
Advanced analytical skills and experience with data analysis tools
Proven track record of successfully managing and qualifying leads

Responsibilities

Lead Generation and Qualification: Identify and qualify potential leads through various channels, including online research, inbound inquiries, and marketing campaigns; perform prequalification analysis including but not limited to cash flow analysis
CRM (Customer Relationship Management): Maintain and update the customer relationship management (CRM) system with accurate and up-to-date information on leads and prospects
Collaboration with Sales Team: Work closely with the sales team to ensure a seamless handoff of qualified leads and provide support throughout the sales process
Performance Tracking: Monitor and analyze lead generation metrics to assess the effectiveness of different strategies and make data-driven recommendations for improvement
Projects: Participate in market research, product/technology, voice of customer initiatives as required
Effective Communication: Utilize strong communication skills to engage with potential clients, understand their needs, and convey the benefits of Live Oak's products
Analytical Skills: Apply analytical skills to evaluate lead quality and prioritize efforts based on potential impact
Collaboration: Foster a collaborative environment by working closely with the sales and marketing teams to align strategies and achieve common goals
Attention to Detail: Ensure accuracy and attention to detail in all aspects of lead management, from data entry to follow-up communications
Proactive Approach: Take initiative to identify and pursue new lead generation opportunities and continuously improve processes
Maintain a high standard of regulatory awareness including BSA, AML, CIP, and OFAC