Lead Management Specialist

About Us

How This Role Impacts Live Oak and its People

As a Lead Management Specialist you will play a crucial role in ensuring that our sales team has a steady pipeline of qualified leads. Youwill contribute to the overall growth and success of Live Oak Bank and its mission to support small businesses across the nation. Your efforts will directly impactour ability to connect with potential clients streamline the sales process and ultimately helpsmall businesses thrive.

What Youll Do at Live Oak

• Lead Generation and Qualification:Identify and qualify potential leads through various channels including online research inbound inquiries and marketing campaigns; perform prequalification analysis including but not limited to cash flow analysis

• CRM (Customer Relationship Management):Maintain and update the customer relationship management (CRM) system with accurate and up-to-date information on leads and prospects

• Collaboration with Sales Team:Work closely with the sales team to ensure a seamless handoff of qualified leads and provide support throughout the sales process

• Performance Tracking:Monitor and analyze lead generation metrics to assess the effectiveness of different strategies and make data-driven recommendations for improvement

• Projects:Participate in market research product/technology voice of customer initiatives as required

• Effective Communication:Utilize strong communication skills to engage with potential clients understand their needs and convey the benefits of Live Oaks products

• Analytical Skills:Apply analytical skills to evaluate lead quality and prioritize efforts based on potential impact

• Collaboration:Foster a collaborative environment by working closely with the sales and marketing teams to align strategies and achieve common goals

• Attention to Detail:Ensure accuracy and attention to detail in all aspects of lead management from data entry to follow-up communications

• Proactive Approach:Take initiative to identify and pursue new lead generation opportunities and continuously improve processes

• Maintain a high standard of regulatory awareness including BSA AML CIP and OFAC

Required Experience

• Bachelors degree or 2 years of experience in lead generation sales or servicing support or a related role

• Proficiency with CRM software and lead management tools

• Strong communication and interpersonal skills

• Ability to work independently and as part of a team

Preferred Experience :

• Bachelors degree in Business Marketing or a related field

• Experience in the financial services industry particularly in lending or banking

• Familiarity with small business financing and loan products

• Advanced analytical skills and experience with data analysis tools

• Proven track record of successfully managing and qualifying leads

Our Values

• Dedication:Possess a deep commitment to Live Oak Banks mission and core values exemplified through a strong work ethic adaptability and pride in your work.

• Ownership:Take initiative to deliver positive results by proactively and creatively solving problems while maintaining a high degree of quality.

• Respect:Treat everyone with courtesy politeness and kindness.

• Innovation:Embrace fresh ideas and fearlessly contribute new solutions to emerging or existing problems.

• Teamwork: Foster collaboration accountability and trust with others and understand that together we do more

For a detailed overview of our employee benefits please visit: Oak Bank is an Affirmative Action and Equal Opportunity Employer Minorities/Women/Veterans/Disabled. We consider applicants for employment without regard to race color religion sex sexual orientation gender identity national origin age genetic information veteran status or disability. Equal access to programs service and employment is available to all persons. Those applicants requiring reasonable accommodation to the application and/or interview process should notify human resources at.

EEO is the Law

Please note that we provide at least the minimum requirement of paid sick leave to our employees who reside in states that require employer-paid sick leave including but not limited to Arizona California Colorado District of Columbia Maine Maryland Massachusetts Michigan Nevada New Jersey New Mexico New York Oregon Rhode Island Vermont and Washington.