Lead Generation Specialist

Lead Generation Specialist Job Description Template

Our company is looking for a Lead Generation Specialist to join our team.


  • You will manage prospects sales flow in our CRM and keep all data accurate and up to date;
  • Directly approach potential clients and develop relationships;
  • Contact existing and new clients that have been identified as potential targets;
  • Ownership of leads through our lead channel including events, web leads, inbound phone leads and referrals;
  • Prospect via telephone and email to qualify leads based on PriceBeam’s sales system;
  • Developing strong relationships with decision makers and other operators through regular contact with key influencers;
  • Supporting the expansion into new verticals through new business activity and the nurturing of channel partnerships;
  • Qualify potential leads before passing over genuine business opportunities to the appropriate Sales Team Member or New Business Team;
  • New Customers leads will be generated from Target Market prospects;
  • Maintain and update an accurate log of activity in the CRM system;
  • Identify and secure meetings with new clients mainly in EMEA (or other assigned region(s) as required);
  • Perform other lead research duties as assigned;
  • Help build the firm’s brand and increase brand awareness to generate quality leads;
  • Attendance and participation at industry events;
  • Generate marketing qualified leads that are processed as new opportunities and sent to the sales team in the CRM system.


  • Excellent knowledge of market products and services;
  • Previous lead generation experience within the Financial Services Sector is desired but experience in other sectors will be considered;
  • Responsible for entering accurate information into our customer relationship management database;
  • Ability to work with all departments and feedback regular reports on results of the lead generation activities;
  • Providing management information on sales performance and the pipeline/activities;
  • Must be self-motivated and willing to work autonomously;
  • Accomplished at achieving sales targets.