Sales & Marketing Coordinator
ROK Financial
Jun 2023 - Jul 2024 (1 year 2 months)
• Utilize extensive knowledge of Salesforce CRM to create detailed reports, manage sales pipelines, and provide actionable insights for business growth.
• Lead the inbound lead generation distribution team, ensuring accurate and efficient placement of leads to the appropriate sales representatives.
• Conduct reporting and analysis to identify trends and opportunities for improvement across lead generation platforms, driving optimized performance.
• Train and onboard new team members, fostering a culture of efficiency, accuracy, and collaboration within the lead distribution process.
• Develop and implement new processes to enhance the speed and effectiveness of lead distribution workflows.
Provide excellent customer