Senior Specialist, Lead Support & Marketing Data

Referral Details

We greatly appreciate your referral, and we look forward to reviewing the qualifications of the candidate you've recommended. Here's a brief overview of the process: 

  

After you've completed this referral form, your recommended candidate will be directed to apply for the specific role through our website. This step is crucial for Wipfli to remain compliant with federal laws and to ensure a fair and transparent selection process. Once their application is received, our Talent Acquisition team will evaluate their qualifications, including how well they align with the requirements of the role and the broader needs of our organization. 

  

Your referred candidate will remain in our candidate database for future opportunities, offering them additional chances to become part of our team. As the referrer, your role in the recruitment process is to bring potential talent to our attention. We ask that you refrain from discussing updates on the candidate's status, out of respect for their personal consideration. Our Talent Acquisition team will provide you with a final update once the candidate has been informed of their application status. Throughout this process, we may reach out to you with any questions or additional information to ensure a seamless and effective referral experience. 

  

Thank you for your invaluable contribution to our recruitment efforts, and we sincerely appreciate your understanding and support throughout this process.  If you would like to read more about referral bonus eligibility, please visit InSite: Referral Bonus Program Eligibility 

Responsibilities

Essential Responsibilities:  - Manage day-to-day lead routing, qualification, and assignment activities to support timely follow-up and pipeline development.  - Maintain lead and marketing data quality within Microsoft Dynamics 365 through monitoring, validation, and data management activities.  - Support campaign planning and execution by defining and implementing lead capture, routing, attribution, and tracking requirements.  - Monitor lead lifecycle performance and provide reporting, analysis, and recommendations to improve lead management effectiveness.  - Collaborate with Business Development, Marketing, and other stakeholders to support lead follow-up processes and improve operational efficiency.  - Create and maintain documentation for lead management, marketing data, CRM, and related operational processes.  - Support testing, implementation, and continuous improvement efforts for CRM enhancements, integrations, and marketing technology initiatives.  - Coordinate data management and reporting activities with internal and offshore marketing operations resources to support business objectives. 

Knowledge, Skills and Abilities

Required Qualifications:  - Bachelor's degree in marketing, business, communications, or related field preferred.  - 5+ years of B2B marketing, marketing operations, CRM, lead management, or related experience.  - Experience working within Microsoft Dynamics 365 or a similar CRM platform.  - Strong understanding of lead management, data quality, reporting, and marketing operations best practices.  - Ability to analyze data, identify trends, and recommend process improvements.  - Strong communication, documentation, and cross-functional collaboration skills.  - Ability to manage multiple priorities and work effectively in a fast-paced environment.      Alaina Lister, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!   #LI-AL1 #LI-Remote

Additional Details

Additional Details:   Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.   Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com    Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $66,000 to $89,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.    Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.    Wipfli c