Lead Operations & CRM Maintenance Specialist

Overview

We are seeking a detail-oriented and analytical Lead Operations & Data Analyst to oversee lead tracking, data hygiene, and reporting across our marketing, call center, and operations teams.
This role is responsible for ensuring accurate lead attribution, maintaining data integrity within our systems, identifying discrepancies, monitoring lead quality, and providing reporting that helps drive business decisions. The ideal candidate is highly organized, self-motivated, and enjoys investigating data to identify trends, errors, and opportunities for improvement.

Key Responsibilities
Lead & Job Data Management
Review newly created leads and jobs to ensure accurate source tracking and attribution.
Verify continuity between lead providers, call center bookings, and completed jobs.
Audit data regularly to identify and correct errors, duplicates, and missing information.
Ensure data consistency across multiple platforms and systems.

Lead Vendor Management
Monitor lead quality from various lead aggregator platforms.
Identify invalid, duplicate, or otherwise refundable leads.
Submit refund requests and disputes to lead providers when appropriate.
Track vendor performance and maintain records of lead quality trends.

Reporting & Analytics
Create, maintain, and improve reporting dashboards in Google Sheets.
Consolidate data from multiple systems and sources into actionable reports.
Track key performance indicators including:
Cost per Lead (CPL)
Lead Conversion Rates
Return on Investment (ROI)
Booking Rates
Revenue by Lead Source
Lead Quality Metrics
Identify trends, opportunities, and areas requiring management attention.
Process Improvement
Develop and maintain data management procedures.
Recommend improvements to lead tracking and reporting processes.
Work closely with call center and management teams to improve data accuracy and operational efficiency.

Requirements
Required Skills
Advanced Google Sheets experience, including:
Formulas
Pivot Tables
Data Validation
Reporting Dashboards
Data Analysis
Strong attention to detail.
Excellent critical thinking and problem-solving skills.
Ability to work independently with minimal supervision.
Strong organizational and time management skills.
Comfortable reviewing large amounts of data and identifying inconsistencies.

Preferred Qualifications
Experience working with lead generation companies and lead aggregators.
Experience in call center operations, scheduling, dispatching, or service industries.
Familiarity with CRM and job management systems.
Experience tracking marketing performance and lead attribution.
Understanding of ROI, conversion metrics, and operational reporting.

Success in This Role
The successful candidate will be someone who naturally questions inconsistencies, enjoys solving data problems, and takes ownership of maintaining accurate reporting and lead tracking. Their work will directly impact marketing decisions, lead quality management, and overall business performance.


Please include on your proposal your answer to this question, failure to include will remove you from the application.
1. Tell me about your experience working with lead tracking, lead attribution, or marketing data.
2. Have you worked with lead aggregators or lead generation vendors before? Which platforms?
3. Describe a time when you discovered an error in reporting or data. How did you identify and resolve it?