Lead Manager / Appointment Setter / Sales

**MUST BE ABLE TO WORK IN THE US EST TIME ZONE**
**THIS POSITION CAN BE 40 HOURS A WEEK IF YOU PROVE PROFICIENCY IN THE BELOW TASKS**
**THIS IS PRIMARILY AN APPOINTMENT-SETTING POSITION**
**SEE COMPANY BENEFITS BELOW**

Summary:
We are seeking a highly motivated and skilled Lead Manager to join our managerial accounting firm. We focus on Fractional CFO and Financial Management services. The Lead Manager will play a crucial role in our company by effectively communicating with prospects from various sources, such as Facebook, Instagram, LinkedIn, website, YouTube, and in-person events, and converting them into clients. The ideal candidate will have excellent communication skills, be proficient in using CRM software, specifically GoHighLevel, and have a proven track record of successful client acquisition. We are looking for someone to join our team directly, this is not a gig role.

Responsibilities:
– Engage with prospects from multiple platforms, understand their financial needs, and effectively communicate the value proposition of our services and schedule sales appointments
– Manage and organize leads in our CRM program, GoHighLevel, ensuring accurate data entry and follow-up activities.
– Cultivate relationships with potential clients, addressing their inquiries, concerns, and objections, and guiding them through the client onboarding process.
– Collaborate with the sales and marketing teams to develop effective communication strategies tailored to different platforms and client segments.
– Monitor and report on key metrics related to lead generation and client conversion, suggesting improvements based on data analysis.
– Stay up-to-date with industry trends, competitors, and market changes to adjust communication strategies accordingly.

Daily Tasks:
– Respond promptly to inquiries and messages from prospects on Facebook, Instagram, LinkedIn, website, YouTube, GoHighLevel, and other platforms.
– Update and manage leads in GoHighLevel, ensuring accurate and timely data entry.
– Conduct follow-up calls and emails with potential clients to nurture relationships and move them through the sales funnel.

Monthly Tasks:
– Analyze lead generation and conversion data to identify trends and areas for improvement.
– Collaborate with the marketing team to create engaging content for various platforms.
– Conduct monthly reviews of communication strategies and adjust them based on performance metrics.

Annual Tasks:
– Prepare an annual report summarizing the lead generation and conversion efforts, including successes, challenges, and recommendations for the upcoming year.
– Participate in annual training sessions to enhance communication and negotiation skills.

Education Requirements:
– A bachelor’s degree in Business, Marketing, Finance, or a related field is preferred/not required.
– Sales certifications preferred/not required.

Required Skills:
– Exceptional verbal and written communication skills.
– Proficiency in using CRM software, specifically GoHighLevel.
– Strong interpersonal skills and ability to build rapport with diverse client groups.
– Proven track record in lead generation and client conversion.
– Ability to adapt communication strategies for different platforms and target audiences.
– Detail-oriented with excellent organizational skills.
– Self-motivated and results-driven.

BENEFITS:
– $50 (USD) Commissions for each appointment that becomes a customer
– 13th month pay
– Both U.S and Phillippine Holidays off

We offer a competitive salary, performance-based bonuses, and opportunities for professional growth within our dynamic and innovative firm. If you meet the qualifications and are passionate about driving business success through effective communication, we encourage you to apply for this exciting opportunity.

When responding to this job application please submit your resume and a cover letter detailing your relevant experience and accomplishments as well as a 60-second or less video recording of you explaining why you think you would be a good fit for this position.

Thank you.