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Insperity provides the most comprehensive suite of scalable HR solutions available in the marketplace with an optimal blend of premium HR service and technology. With more than 90 locations throughout the U.S., Insperity is currently making a difference for thousands of businesses and communities nationwide.

Behind our success is the unshakeable belief in the value of our people. We value diversity, inclusivity, and a sense of belonging. We celebrate work and life events, and we partner with our clients and communities to make great things happen Culture - Insperity.

We have received numerous workplace awards, most recently ranking on Glassdoor’s “Best Places to Work in the U.S. 2024” list, and U.S. News & World Report’s “Best Companies to Work for 2024” list. In addition, we have been recognized as a certified Great Place to Work®, and for having one of the country’s Top 50 Midsize Early Talent Programs by RippleMatch’s 2024 Campus Forward Awards. There is no better time to be a part of Insperity, and our best work is yet to come. 

Why Insperity?

Work-Life Balance: We want your time to have balance, whether it’s spent with coworkers, clients, family or your community.

Career Growth: Insperity provides many ways to grow with the company. We offer continuous learning programs, world-class onsite training at corporate headquarters, mentorship opportunities and education reimbursement.

Well-Being: Our total rewards package includes 19 days paid time off, 9 paid holidays, top-tier medical, dental and vision benefits, health & wellness support, paid volunteer hours and much more. We take care of our people so that you can do your best work.

MidMarket Sales Leads Specialist

This position is responsible for coordinating with MidMarket Sales management, sales team members and other internal partners to ensure that MidMarket Sales leads are properly assigned, and MidMarket Sales process activities and reports are completed timely, accurately, and efficiently. 

Responsibilities

• Works closely with the marketing and sales teams to optimize lead conversion rates and support overall MidMarket Sales goals.
• Utilizes the company Customer Relationship Management (CRM) system, ensuring timely and proper data entry, lead assignment as dictated by the sales rules of engagement, and updates status of leads, including applicable notes from prospects and adding prospects to cadences as needed.
• Utilizes sales enablement platform within CRM to execute cadences dynamically personalized in response to data insights and prospect engagement, supporting timely and relevant outreach resulting in qualified lead assignment to sales team members.
• Completes field requests, including leaderboard information and prospect reports with company data.
• Identifies trends, challenges, and opportunities for improvement in the lead management process.
• Assists sales teams with lead preparation, including providing customer background information and lead history.
• Maintains the sales teams pipeline reports, ensuring they are accurate and updated. 
• Works with sales team members to ensure any relevant leads are submitted to Workday utilizing the Workday Partner Center.
• Manages leads distribution systems and processes, ensuring accurate lead record and appropriate lead distribution.
• Maintains reporting requirements as defined by management, specific to lead activity including volume, quality, and conversion rates.
• Accomplishes activity and contribution expectations as defined by management.
• Ensures knowledgeable and professional brand representation, aligned with company mission and values.
• Responds to lead inquiries through outbound calls, emails, and chats, ensuring they receive timely responses and involve or refer issues to internal departments and team members as needed.
• Maintains professional, positive, and timely communications with prospects, referral, COIs, current clients, and corporate staff.   
• Acts as a resource for sales team members, prospects, and clients during the MidMarket Sales process.  
• Works to improve prospective and existing client experience and satisfaction; fosters teamwork and maintains a customer focus through positive communication and a strong desire to meet the needs of the business customer.  
• Maintains the highest levels of customer service, quality, and productivity.

Qualifications

• High School Diploma or equivalent is required. Bachelor’s degree or equivalent related work experience is preferred.
• Three to five years of experience in Sales Operations or Customer Service is preferred.

Skills

• Excellent interpersonal, problem-solving, and organizational skills with a strong attention to detail.
• Ability to prioritize multiple tasks to successfully manage multiple projects to completion.
• Ability to apply “out of the box” thinking to meet new and changing demands from internal constituents and clients.
• Proven customer service skills and strong work ethic.
• Capable self-starter with the ability to work independently, be innovative, learn and apply new concepts quickly, and actively drive continuous improvement toward desired outcomes.
• Positive team player with a sense of urgency directed toward the provision of successful solutions.
• Ability to communicate professionally and effectively, verbally and in writing, while maintaining effective work relations with those encountered in the course of employment.  
• Proficiency in Salesforce and Microsoft Office programs, with an ability to learn other application programs as needed.

Travel Requirements:

If yes, up to 5% of time