Lead Distributor (CRM Operations)

Overview

Be among the first 25 applicants. looking for an experienced Lead Distributor , the focus is exclusively on CRM operations, lead distribution, and data management .

You will be responsible for managing the full lead lifecycle, ensuring seamless follow-ups by agents, maintaining data quality, and providing regular reports to senior management.

Key Responsibilities

• Manage and oversee the end-to-end lead cycle within the CRM system (follow-ups, stage tracking, and updates).
• Distribute incoming leads effectively to the appropriate agents and monitor response times.
• Prepare and present daily, weekly, and monthly performance reports for the CEO.
• Conduct quality control and document control to ensure all client files and records are accurate and compliant.
• Ensure all documents are properly uploaded and organized within the CRM system.
• Monitor compliance with AML (Anti-Money Laundering) regulations and internal policies.
• Provide CRM-related support and troubleshooting for the team.

Qualifications

Benefits

Note : This description removes non-essential boilerplate and focuses on responsibilities, qualifications, and benefits relevant to the role.

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