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Job Description
Mission
To engage promptly and professionally with inbound leads, nurture them through consistent follow-ups, qualify prospects, and pass sales-ready opportunities (SQLs) to the sales team.
Key Outcomes (What success looks like)
1. Lead Follow-Up – Call 100% of SEO/digital marketing-generated leads within 10 minutes of capture.
2. Nurturing – Maintain regular structured follow-ups (minimum 6–8 touchpoints per lead across 1 week).
3. Qualification – Convert at least 30% of MQLs into SQLs by applying qualification frameworks (budget, authority, need, timeline).
4. Handover to Sales – Pass 100% of SQLs to sales reps with detailed notes in CRM; ensure zero leakage.
5. Pipeline Hygiene – Update CRM after every call, with status and next action clearly mentioned.
6. Call Discipline – Achieve a daily average of 50+ productive calls with prospects.
7. Feedback Loop – Share recurring lead quality issues with the marketing/SEO team weekly to improve targeting.
Competencies (Skills & Behaviours)
● Communication Skills – Clear, confident, and persuasive on the phone.
● Persistence – Follows up diligently without being pushy.
● Listening Ability – Understands client needs, objections, and intent signals.
● Qualification Mindset – Can differentiate between interest vs intent.
● CRM Discipline – Comfortable using CRM tools (Salestown or equivalent).
● Team Orientation – Works closely with sales reps, hands over leads seamlessly.
● Metrics Driven – Thrives on call targets, conversion ratios, and lead outcomes.
Cultural Fit (Bankkeeping Values)
● Client Respect – Handles every call with professionalism and empathy.
● Ownership – Sees each lead as responsibility until handover.
● Collaboration – Acts as the bridge between marketing and sales.
● Integrity – Maintains honesty in call logs, reports, and lead status. Reporting Structure
● Reports to: Sales Manager / Founders
● Works closely with: Digital Marketing team, Lead Generation Associate, Sales
Executives