[Remote] Lead Generation Specialist

Note: The job is a remote job and is open to candidates in USA. Wipfli is a company that values its people as the core of its operations. The Lead Generation Specialist will support marketing and sales efforts by developing leads, conducting prospect research, and coordinating client interactions to facilitate business growth.

Responsibilities

• Conducts preliminary research on prospects and promptly follows up on assigned leads for qualification
• Participates in call down activities on assigned lists, both prospect targets and impression follow up (website, buyer intent, webinars, downloads, etc.)
• Lead generation and development of potential prospects. Upon qualification, identifies correct associate to continue the pursuit and passes the lead/opportunity
• Prospects for new clients through inbound and outbound activities
• Coordinates handoff meetings with relationship executives or pursuit teams
• Using industry and offering knowledge, tailors Wipfli’s value proposition and capabilities to the individual client’s business needs
• Tracks activities in CRM and completes administrative functions to ensure client records are accurate and up to date
• Responsible for meeting or exceeding individual revenue and other assigned goals

Skills

• Bachelor's degree in Marketing, Communications, Business, or other job related major, or an equivalent level of job-related experience
• 1+ years of experience
• Experience with Microsoft Dynamics CRM or similar CRM solution
• Experience with Outreach, ZoomInfo and other sales research and sales acceleration tools
• Experience with lead generation and/or sales development roles

Benefits

• 8 health plan options (both HMO & PPO plans)
• Dental and vision coverage
• Opportunity to enroll in HSA with potential Firm contribution
• Employee Assistance Program
• Firm-sponsored basic life and short and long-term disability coverage
• A 401(k) savings plan & profit share as well as Firm matching contribution
• Well-being incentive
• Education & certification assistance
• Flexible time off
• Family care leave
• Parental leave
• Family formation benefits
• Cell phone reimbursement
• Travel rewards
• Critical illness & accident insurance
• Hospital indemnity insurance
• Legal
• Long-term care
• Pet insurance
• ID theft protection
• Supplemental life/AD&D

Company Overview