Lead Generation Specialist

hace 1 mes


Desde casa, México Boldr Impact A tiempo completo

**A LITTLE BIT ABOUT Boldr**
- Boldr is the first global B-Corp dedicated to delivering world-class Client experiences while creating access to dignified, meaningful work in communities around the world.
- We are a global team, united by our desire to connect diverse people with common values for Boldr impact.
- We employ just over a thousand team members across five countries and we want to employ over 5,000 people by 2027, if not sooner.

**LET’S START WITH OUR VALUES**
- Meaningful connections start with AUTHENTICITY
- We do our best work by being CURIOUS
- We grow by remaining DYNAMIC
- Our success combines AMBITIOUS VISION with OPERATIONAL EXCELLENCE
- At the heart of great partnerships we’ll always find EMPATHY

**WHAT IS YOUR ROLE**

The sales representative role is a support and sales position tasked with lead generation, administrative support for account executives, and coordination of project operations functions within the company, focusing on billing, scheduling, and CRM maintenance.

Because this role touches many aspects of the organization, it is considered a foundational position. This role is intended to allow motivated and qualified team members to progress in their careers into sales, design, operations, or customer success.

As a sales representative, you will be able to learn sales skills and prospecting, design theory, planning, and operations processes.

**WHY DO WE WANT YOU**

We are currently looking for impact-driven individuals who are passionate in helping Boldr grow and achieve our Purpose. We expect our Team to become our ultimate partners to success by always giving their 110% in everything, sharing their talents and quirks, and championing our core values: Curious, Dynamic and Authentic.

**WHAT WILL YOU DO**
- Maintain accurate task and follow-up actions on all deal-related activity as it relates to outstanding invoices, install dates, COI's, changes, and delivery information between sales and operations.
- Responsible for managing and improving the "Job Scope" entry process into Airtable and Eames, acting as 1st-level escalation for errors.
- Support of the sales and account management team with deal activities such as collection of payment info, updating CRM data, customer service inquiries, and interface with design and operations, and scheduling.
- Clean and maintain prospecting lists for marketing and segmentation.
- Manage all inbound lead inquiries via phone and internet form fill social media and other channels, Conduct initial qualification of customer needs and address questions and route internally as appropriate. (Phone coverage will be the primary responsibility of this role during normal business hours 9-5 PST).
- Enter leads into CRM on qualified projects and assign them to sales team members based on lead rotation and distribution schedule. Return after-hours calls and qualify leads or address customer questions.
- Maintenance of all Customer data, including dates, addresses, projects, broker affiliations and billing/invoicing details with the Salesforce CRM.
- Develop active portfolio of agents, developers, and new home-builders any target market, as directed by Sr. Managers or VP’s

**Requirements**:
**WHAT WE’LL LIKE ABOUT YOU**

YOU ARE
- Curious and authentic, just like us #beboldr
- An analytical and critical thinker, with an eye for even the most minute of details
- Passionate about client satisfaction.

YOU HAVE
- Experience with Salesforce or other fully integrated CRM or ERP.
- 2-4 years of customer service experience in handling inbound qualification and outbound lead management as well as interfacing with the rest of the sales team.
- Experience with Google Workspace environment including sheets, slides, and drive.
- Ability to multitask and prioritize key deliverables over day-to-day operational challenges.
- 5-8 years of applicable work experience.
- Secondary Degree with transferable skills or comparative work experience and or certification

**Benefits**
- Law Benefits
- Private Health Insurance
- Paid Time Off
- Work From Home set up
- Training
- Life insurance
- Mental health support
- Learning and Development Programs

WHAT YOU’LL LIKE ABOUT US
- Great company culture Our diverse backgrounds, commitment, and passion are the things that make us great.
- We geek out on new ideas, proposals, and anything that will positively impact our clients, and of course, you
- We’ve got training sessions in-store to help you level up your skill set.
- With you on Boldr’s side, we’ll tackle social responsibility initiatives together.
- We have rest and relaxation benefits.

**Salary**: $20,000.00 - $30,000.00 per month

Application Question(s):

- 2-4 years of customer service experience in handling inbound qualification and outbound lead management.
- You live in Mexico and have work permission.

**Experience**:

- Customer Service: 2 years (required)
- CRM Experience: Hubspot or Salesforce: 1 year (required)
- interior design, real es



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