Vice President - Leads Processing Management

Overview of the Role:

We are seeking a highly motivated and an experienced individual to lead our Leads Processing Management (LPM) at TresVista. The ideal candidate will have a strong background in customer engagement, particularly in identifying and processing leads through phone interactions. This role requires excellent communication skills, leadership abilities, and a proven track record in managing Sales teams. The VP of LPM will report to the EVP of Inside Sales.

Key Role Deliverables:

• Lead and manage the LPM team, ensuring efficient and effective processing of leads
• Develop and implement strategies to improve lead conversion rates and overall team performance
• Monitor and analyze team performance metrics, providing regular feedback and coaching to team members
• Collaborate with Marketing and Sales departments to align lead processing activities with overall business goals
• Ensure high standards of customer service and maintain strong relationships with clients
• Conduct regular training sessions to enhance the skills and knowledge of team members
• Manage the recruitment and onboarding process for new team members
• Prepare and present reports on team performance to senior management
• Oversee the processing of 1,000 qualified leads per month generated by the Marketing department
• Review and qualify leads, converting the best-qualified leads into Identified Opportunities, the first stage of the Sales Progression stages in the TresVista CRM system
• Apply a lead scoring system or conduct phone calls to prospects to assess their interest and needs
• Manage the rejection of unqualified leads by sending them back to the prospect pool for future marketing campaigns
• Ensure that "hot" qualified leads, who have requested a return call through the website, LinkedIn, or other social media, are contacted within 48 hours
• Report to the EVP of Inside Sales and coordinate closely with the Client Growth Teams (CGTs) to ensure that the right kinds of leads are converted into Identified Opportunities
• Work closely with the Marketing department to improve the type and quality of marketing leads coming into the funnel

Prerequisites:

• Proven experience in managing a team that identifies, and processes leads through phone interactions
• Excellent communication and interpersonal skills, with the ability to motivate and inspire team members
• Strong analytical and problem-solving abilities
• Proficiency in CRM software, performance metrics and reporting tools, and other Sales tools
• Ability to work in a fast-paced environment and handle multiple tasks simultaneously
• Preferred experience in the Financial Services industry
• Knowledge of lead generation and sales processes

Experience:

• 8+ years of experience in a Sales or Customer Service role, with at least 2 years in a managerial position

Education:

• Bachelor's degree in Business Administration, Marketing, or a related field
• An MBA or equivalent is preferred

Compensation:

• The compensation structure will be as per industry standards