Senior Specialist, Lead Support & Marketing Data

Overview

At Wipfli, people count.

 

At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results.

 

We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.

 

People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.

 

Job Summary

The Senior Specialist, Lead Operations and Marketing Data supports Wipfli's pipeline management and marketing data operations by ensuring timely lead processing, accurate CRM data, and reliable reporting. This role works closely with Marketing, Business Development, Growth Intelligence & Insights, IT, and marketing operations resources to support lead routing, qualification, data integrity, and campaign measurement activities. The Senior Specialist serves as a subject matter resource for lead management processes and Microsoft Dynamics 365 while identifying opportunities to improve efficiency and data quality. 

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 [email protected] 

 

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 cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. 

 

"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.