You'll take ownership of data quality and contribute directly to our sales and marketing success - playing a key role in prospect identification, tracking performance, data enrichment, and reporting. Your work will directly influence the growth of our sales pipeline and success of our marketing campaigns.

Key Responsibilities:

Prospect Research & Lead Identification – 40%

• Partner with Sales and Marketing to source and segment new high-potential prospects aligned to Ideal Customer Profiles (ICPs)
• Expand and enrich our lead database with vetted legal, advisory, and financial contacts using research tools
• Standardize outreach cadences and contribute to campaign strategy through list-building and analysis
• Use platforms like Salesforce and Salesvue to support funnel progression and campaign performance tracking
• Identify emerging trends and suggest new lead strategies based on real-time data

Data Entry, Quality, & Enrichment – 30%

• Ensure contact and lead information is consistently accurate, complete, and clean within Salesforce
• Run regular data hygiene checks, remove duplicates, and maintain formatting consistency
• Use third-party tools and online research to enrich and verify incomplete records
• Help maintain a proprietary dataset that directly supports campaign personalization and efficiency

KPI Tracking & Sales Reporting – 20%

• Build and distribute weekly, monthly, and quarterly dashboards that measure sales KPIs and funnel performance
• Translate complex data into clear, actionable insights for Sales and Leadership
• Analyze patterns in lead behavior and suggest optimizations based on findings
• Ensure reports are accurate, timely, and aligned with strategic goals

Collaboration & Process Improvement – 10%

• Join cross-functional check-ins with Marketing, Sales, and CRM Admin teams to align on goals
• Suggest improvements to sales tools, processes, and data systems
• Help refine internal documentation, reporting protocols, and campaign tracking methods
• Be a voice for data-driven improvement and innovation across the organization

What Success Looks Like: (KPIs)

• Lead Record Accuracy: =98% data accuracy on all manual updates
• List Delivery Timeliness: 100% of segmented prospect lists delivered on schedule
• Sales Report Cadence: Weekly, monthly, and quarterly reports completed with >95% accuracy
• Database Growth: Meet quarterly growth targets for verified leads and enriched records

• Experience with Salesforce (required); Salesvue experience is a plus
• Strong Excel or Google Sheets skills; Power BI or data visualization tools a bonus
• Understanding of sales funnels, marketing data flows, and campaign tracking
• Detail-oriented and comfortable with manual data entry at scale
• Analytical mindset with curiosity to identify trends and opportunities
• Clear communicator – both written and verbal – across technical and non-technical teams
• Bachelor’s degree or equivalent experience in sales ops, data analysis, or marketing support.