Lead Generation & Sales Support Specialist, Heartbeat Health

• The ideal candidate is organized, analytical, detail-oriented, and proactive. This person should be comfortable working across sales, marketing, and leadership to create a more consistent and scalable sales process
• At least 5 years experience in sales support, sales operations, lead generation, business development, marketing operations, or a related role
• Strong organizational skills with high attention to detail and follow-through
• Solid experience working in SFDC and ability to manage SFDC dashboards, objects and reports to maintain accurate, structured sales data
• Ability to research companies, contacts, industries, and market segments efficiently
• Strong written and verbal communication skills
• Analytical mindset with the ability to summarize trends, identify gaps, and recommend improvements
• Ability to manage multiple priorities while supporting a fast-moving sales team
• Familiarity with LinkedIn, lead databases, email tools, reporting tools, or sales engagement platforms is a plus

Desirable

• The Sales Operations Specialist supports the sales organization by improving lead flow, CRM (Salesforce.com, “SFDC”) quality, prospect research, outreach readiness, and overall sales follow-through
• This role helps ensure Heartbeat’s Growth executives have accurate data, qualified prospects, timely support, and consistent movement for opportunities as well as visibility into pipeline activity
• Research target accounts, contacts, decision-makers, and relevant buying signals and putting together landscape and white space profile
• Build, clean, enrich, and maintain prospect and lead lists for inbound and outbound sales efforts and support executives in maintaining sales flow and improving lead to close velocity
• Qualify and prioritize leads based on agreed criteria, including fit, urgency, source, and sales readiness
• Convert qualified leads into appropriate sales opportunities, communicate with the relevant Sales/Growth executive and support timely follow-up
• Maintain data accuracy within SFDC, including account records, contact details, lead status, activity history, and next steps
• Monitor open tasks, stale opportunities, overdue follow-ups, and re-engagement opportunities
• Support sales representatives with account research, meeting preparation, prospect background, and relevant context
• Work with Marketing Director and assist with outbound campaign preparation, list segmentation, activity tracking, and performance reporting
• Prepare sales reports on lead sources, conversion trends, activity levels, pipeline health, and follow-up status
• Partner with marketing to provide feedback on lead quality, campaign outcomes, and messaging effectiveness
• Document and improve sales workflows, SFDC usage standards, lead handoff processes, and recurring operating rhythms
• Support sales leadership with operational projects, data requests, pipeline reviews, and process improvements
• Success Measures:
• Increase in qualified leads delivered to sales
• Faster response time to inbound leads
• Improved completeness, accuracy, and consistency
• Reduction in missed, late, or stale follow-ups
• Higher lead-to-opportunity conversion rate
• Improved visibility into pipeline health, activity, and lead-source performance
• More selling time available for quota-carrying representatives
• Stronger alignment between sales and marketing on lead quality and campaign effectiveness