Lead Management Coordinator

Posted 2 Days Ago
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84014, Centerville, UT, USA
In-Office
26-28 Hourly
Junior
Other
The Role
Manages the full lead lifecycle from initial contact through qualification, categorization, routing, follow-up, and handoff. Handles inbound and outbound communications, maintains accurate CRM records, evaluates lead quality, tracks source attribution, supports marketing campaigns, documents workflows, and produces lead volume and quality reports. Coordinates with sales, operations, and service teams while maintaining timely follow-up and professional communication.
Summary Generated by Built In

Job Summary

The Lead Management Coordinator owns the day-to-day life cycle of every lead that comes in. From first contact through qualification, categorization, routing, and follow-up. This person is the first human touchpoint for many prospects: answering inbound and outbound calls, asking the right questions, and making a judgment call about what each lead needs and where it should go. This person will report to the Director of Marketing and support our marketing full life cycle and campaigns.

Essential Responsibilities and Duties

Calls and Lead Intake

  • Serve as the primary point of contact for all inbound and outbound leads via phone, web form, email, and chat
  • Answer and route incoming calls professionally and promptly
  • Meet response-time standards for new inbound and outbound leads
  • Nurture-stage leads so nothing goes cold

 

Lead Categorization, Qualifications, and CRM Hygiene

  • Accurately categorize, tag, and segment every lead in the CRM according to source, type, stage, and priority
  • Qualify leads against defined criteria through direct conversation and research
  • Make sound judgment calls on lead quality and priority, escalating high-value or time-sensitive opportunities immediately
  • Maintain clean lead records
  • Track lead source attribution so marketing can evaluate channel performance
  • Manage lead handoff to sales, operations, and/or service and repair
  • Run consistent follow-up cadences on nurture-stage leads so nothing goes cold
  • Produce regular reporting on lead volume and quality
  • Document lead management workflows and qualification criteria
  • Support marketing campaigns with lead-side execution
  • All other duties as assigned

 

 

     

    Qualifications

    Qualifications/Skills

    • Strong organizational and problem-solving abilities
    • Ability to think independently and act decisively under pressure
    • Excellent communication and time management skills
    • Communicate professionally by phone, email, and text
    • Visual acuity for close work, distance, depth perception, and peripheral vision
    • Frequent sitting and typing

     

    Education and/or experience

    • High School Diploma required
    • Associate or bachelor’s degree in business, Construction Management, or related field is a plus
    • At least 1 year of experience in scheduling, logistics, or construction supply
    • Proficiency in Microsoft Excel, Word, and Outlook
    • Familiarity with ERP/CRM systems (Acculynx preferred)

    Skills Required

    • High school diploma
    • At least 1 year of experience in scheduling, logistics, or construction supply
    • Proficiency in Microsoft Excel, Word, and Outlook
    • Familiarity with ERP or CRM systems
    • Associate or bachelor's degree in business, Construction Management, or a related field
    • AccuLynx experience
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    The Company
    66 Employees
    Year Founded: 2000

    What We Do

    On Top Roofing is a family-founded roofing contractor serving homeowners, builders, and businesses in Utah and Idaho. The company installs and repairs shingle, standing-seam metal, concrete tile, cedar shake, and other roofs, and provides maintenance and insurance-related roofing support. It serves more than 40 counties, from Boise to Provo, emphasizing durable materials, competitive pricing, customer service, and long-term roof protection.

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