Lead Generation & Sales Data Specialist

We are seeking a Senior Lead Generation Specialist who will be esponsible for designing, executing, and managing lead generation and referral development strategy. Oversees sourcing, research, outreach, qualification, and scheduling of pre-assessment appointments. Manages referral outreach campaigns to increase inbound and outbound referral opportunities. Supports up to the pre-assessment stage and, when needed, conducts pre-assessment calls to assist the Supervisor for Intake & Client Conversion. Ensures accurate documentation, disciplined follow-up, compliance, and strict protection of proprietary information.

Core Responsibilities: 

• Develop and execute lead generation strategy to consistently produce warm, qualified prospects for intake and conversion.
• Build and manage outreach campaigns targeting private-pay prospects and referral partners to increase lead flow and strengthen referral pipelines.
• Source, research, organize, clean, segment, and manage prospect and referral lists for optimized outreach and conversion.
• Conduct structured multi-channel outreach (calls, SMS, email) using approved messaging and compliance standards.
• Qualify prospects based on service need, urgency, location, and suitability.
• Nurture leads through structured follow-up cycles until ready for pre-assessment scheduling.
• Schedule pre-assessment appointments directly with the Supervisor for Intake & Client Conversion and confirm details with clients.
• When required, conduct pre-assessment calls to support the Supervisor for Intake & Client Conversion during highvolume or urgent periods.
• Accurately update CRM stages, notes, tags, tasks, and communication logs immediately after every interaction.
• Notify the Managing Member and Supervisor for Intake & Client Conversion when leads become warm, preassessments are booked, or conversions occur.
• Produce weekly lead generation and referral performance reports including lead volume, warm leads, campaign effectiveness, and recommendations for improvement.
• Drive outbound and referral campaign performance to generate the lead volume necessary to support growth trajectory.
• Continuously refine outreach cadence, messaging, targeting, and list quality based on performance metrics and conversion outcomes.
• Collaborate with the Supervisor for Intake & Client Conversion to ensure smooth hand-offs and optimal lead readiness for pre-assessment.
• Collaborate with the Supervisor for HR Recruitment to align staffing needs with projected lead and referral volume.
• Maintain communication flow through WhatsApp channels and ensure all appointments are updated accurately on internal calendars.
• Identify declines in lead quality, referral engagement, or outreach performance early and provide corrective strategies.

Data Protection & Confidentiality Requirements:

• May only work with leads sourced personally or assigned for outreach; proprietary leads, lists, or strategies may not be exported, saved, copied, shared, reused, or retained outside approved systems.
• Breach of confidentiality, improper handling of data, or unauthorized retention of contact information results in immediate termination.

Performance Standards:

• Production of high-quality warm leads and referral opportunities aligned with intake and service needs. • Strong conversion rates from outreach to qualified warm status.
• CRM documentation must be complete, accurate, and updated in real time.
• Reliable scheduling of pre-assessment appointments with confirmed client communication.
• Weekly reporting delivered on time with actionable insights and performance analysis.
• Professional, compliant, and consistent communication across all outreach efforts.

Requirements

• 5+ years of experience in end-to-end lead generation, outreach campaigns, and appointment setting (High-ticket B2B or Healthcare/Home Care experience preferred).
• Proven ability to manage the technical side of cold outreach, including domain procurement, DNS setup (SPF, DKIM, DMARC), and inbox warming to ensure high deliverability.
• Expert-level proficiency in Instantly.io for automated sequence management and lead nurturing.
• Advanced skills in lead scraping and data mining to build high-quality, targeted prospect lists from scratch.
• Ability to manage and scale operations to handle a high volume of leads daily without comproising data integrity or deliverability.

Minimum Technical and Work Environment Requirements:

• Internet Connection:
• Primary internet connection with a minimum speed of 15 Mbps.
• Backup internet connection with at least 10 Mbps.
• Backup connection must be capable of supporting work during a power outage.

• Primary Device:
• Desktop or laptop equipped with at least:
• Intel Core i5 (8th generation or newer), Intel Core i3 (10th generation or newer), AMD Ryzen 5, or an equivalent processor.
• A minimum of 8 GB RAM.

• Backup Device:
• Must meet or exceed the performance of an Intel Core i3 processor.
• Must be functional during power interruptions.

• A functioning webcam.
• A noise-canceling USB headset.
• A quiet, dedicated home office space.
• Peripherals and Workspace: A smartphone for communication and verification purposes.

Benefits

• Join Our Dynamic Team: Experience our fun, inclusive, innovative culture that values your unique contributions and supports your professional growth.
• Embrace the Opportunities: Seize daily chances to learn, innovate, and excel. Make a real impact in your field.
• Limitless Career Growth: Unlock a world of possibilities and resources to propel your career forward.
• Fast-Paced Thrills: Thrive in a high-energy, engaging atmosphere. Embrace challenges and reap stimulating rewards.
• Flexibility, Your Way: Embrace the freedom to work from home or any location of your choice. Create your ideal work environment.
• Work-Life Balance at Its Best: Say goodbye to stressful commutes and hello to quality time with loved ones. Achieve a healthy work-life integration to perform at your best.