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.

Requirements

• 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.

Benefits

• 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.