Core Competencies:

• Ethics. Works with integrity; Upholds organizational values.

• Dependability. Follows instructions, responds to management direction; results oriented and committed to achieving objectives and tasks as required.

• Teamwork and Collaboration. Exhibits objectivity and openness to others views; Gives and welcomes feedback; Contributes to building a positive culture. Communicates effectively.

• Professionalism. approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration; Accountable of all actions and decisions.

• Organizational Support. Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization’s goals and values.

• Quality Management. Looks for ways to improve and promote quality; Demonstrates accuracy and thoroughness.

• Decision Making. Analyzes each situation, looking for opportunities to make any situation more beneficial for the company. Participates effectively in communication to achieve optimum results.

Overview:

We are hiring a detail-oriented and proactive Lead Generation and Research Specialist to support our client acquisition and data sourcing efforts in the Finance industry. This role requires a strong grasp of lead research strategies, the ability to identify business targets and owners. Proficiency in LinkedIn, ZoomInfo, and HubSpot is required, while familiarity with Grata (a Business Comparison Search Engine) is a plus. The ideal candidate is highly skilled in online research, CRM tools, and creating accurate and actionable lead databases.

Tasks required:

• Conduct market research to identify businesses aligned within the Finance industry
• Identify target businesses and owners using LinkedIn, directories, databases, and other research tools
• Use tools such as LinkedIn, Grata (preferred), ZoomInfo, HubSpot, and other lead platforms
• Collect valid and verified contact information, including personal emails and phone numbers of business owners
• Collaborate with the marketing team to support lead generation and outreach campaigns
• Perform other data research or lead sourcing tasks as assigned

Willing and able to attend scheduled meetings in Pacific Time (PST)

Requirements:

• Comfortable working overlapping hours in Pacific Time (PST)
• Knowledge in Finance Industry is a MUST
• Proven experience in lead generation, data research, or sales development, preferably for Finance-related companies
• Ability to identify decision-makers and business owners through digital platforms
• Required experience with LinkedIn, ZoomInfo, and HubSpot. 
• Knowledge of Grata (Business Comparison Search Engine) is a PLUS.
• Strong English communication skills (written and verbal)
• Excellent internet research and data validation skills
• Highly organized with excellent attention to detail and accuracy
• Proficient in Microsoft Office – Excel, PowerPoint, OneDrive, etc.
• Self-motivated, able to meet deadlines, and capable of working independently
• Knowledge of data privacy best practices and research ethics

Assessment Requirement:

Once shortlisted, you will be required to submit a sample task:

“Find all the multi-location youth dance academies in North and South Carolina that are privately owned, and find the owners’ direct email and phone number.”