Salesforce Specialist & Lead Lifecycle Manager

We are looking for a highly organized, analytical, and hands-on Salesforce Admin & Marketing Operations professional to manage our CRM marketing operations, build automated lead nurturing programs, oversee lead qualification performance, and improve conversion throughout the customer journey.

This is not a paid advertising role. Our external marketing agency manages Google Ads, Meta Ads, and paid media campaigns.

Your responsibility is to ensure that every lead generated is properly captured, qualified, segmented, nurtured, assigned to the appropriate dealer, and followed through to conversion.

We need someone who can build, execute, analyze, and continuously optimize - not simply manage external vendors or oversee existing processes.

Key ResponsibilitiesSalesforce CRM & Lead Management

• Own the marketing side of Salesforce, including lead management, automation, data quality, reporting, and dashboards.
• Build and maintain Salesforce Flows, lead assignment rules, validation rules, duplicate management, and automated workflows.
• Ensure leads from the website, Google Ads, Meta Ads, dealer campaigns, and events are accurately captured and tracked.
• Automate lead distribution based on ZIP code, dealer territories, and program participation.
• Monitor lead status, follow-up activity, qualification, and conversion throughout the sales funnel.
• Maintain accurate CRM data and establish processes to prevent duplicates, missing information, and lost leads.
• Build dashboards to track marketing performance and identify conversion opportunities.

Lead Nurturing & Marketing Automation

• Develop and execute automated lead nurturing strategies using Salesforce Account Engagement (Pardot).
• Build personalized email and SMS sequences based on lead behavior, product interest, engagement, and buying stage.
• Create automated follow-up campaigns for new leads, unresponsive prospects, quoted opportunities, inactive leads, and seasonal reactivation.
• Implement lead scoring, behavioral triggers, and lifecycle segmentation to prioritize high-intent prospects.
• Coordinate nurturing campaigns with call center outreach and dealer follow-up.
• Continuously optimize workflows to increase qualified appointments, lead engagement, and sales conversion.

Email Marketing, Newsletters & Segmentation

• Manage email marketing campaigns and newsletters targeting homeowners, architects, builders, and other professional audiences.
• Develop advanced audience segmentation based on geography, lead source, product interest, engagement level, and customer lifecycle.
• Build campaign calendars and coordinate content with the Marketing team.
• Execute A/B testing on subject lines, messaging, CTAs, send times, and audience segments.
• Manage email deliverability, database hygiene, consent, and unsubscribe processes.
• Track campaign performance and optimize based on engagement, appointments, and conversion results.

SMS Marketing Strategy

• Develop and manage automated SMS campaigns integrated with Salesforce.
• Create SMS workflows for lead follow-up, appointment reminders, re-engagement, and conversion opportunities.
• Ensure email, SMS, and call center communications work together without excessive or conflicting outreach.
• Monitor response rates, engagement, and conversion performance.
• Maintain appropriate SMS consent, opt-out, and compliance procedures.

Call Center Performance & Lead Qualification

• Oversee the performance and follow-up processes of our lead qualification call center.
• Establish clear lead qualification standards, follow-up procedures, and CRM documentation requirements.
• Implement call tracking and quality monitoring tools to evaluate call performance, agent effectiveness, and lead qualification accuracy.
• Monitor call recordings, follow-up activity, response times, and appointment-setting performance.
• Develop call quality scorecards and conduct regular quality reviews.
• Identify missed calls, uncontacted leads, incomplete follow-ups, and opportunities for improvement.
• Work with call center agents or external partners to improve scripts, qualification processes, and conversion rates.
• Ensure call outcomes and qualification information are accurately documented in Salesforce.

Dealer Follow-Up & Lead Conversion

• Monitor lead assignment and follow-up across our certified dealer network.
• Track dealer response times, appointments, quotes, and resulting sales.
• Implement automated reminders and escalation processes for leads that are not followed up.
• Build dealer performance scorecards and identify conversion bottlenecks.
• Collaborate with Sales and Dealer Development teams to improve lead management and Salesforce adoption.
• Provide lead quality and conversion feedback to our Marketing team and external advertising agency.

Reporting, Analytics & Continuous Improvement

• Develop dashboards and regular reports tracking the entire lead lifecycle.
• Analyze lead qualification rates, contact rates, appointment rates, nurturing performance, and lead-to-sale conversion.
• Measure email and SMS campaign effectiveness and identify opportunities for improvement.
• Implement structured A/B testing across marketing communications and automated workflows.
• Identify issues in the sales funnel and recommend data-driven improvements.
• Track marketing-generated opportunities and revenue contribution.

AI & Process Automation

• Use AI tools, particularly Claude, to improve workflow efficiency, automate repetitive tasks, and analyze data.
• Identify and implement opportunities for AI-assisted lead management, data cleaning, reporting, and call quality analysis.
• Evaluate and integrate tools that improve Salesforce automation, call center performance, and marketing operations.
• Document processes and measure improvements resulting from automation., * Ensure every lead is captured, correctly assigned, and followed up.
• Improve lead qualification and call center performance.
• Build effective, segmented email and SMS nurturing programs.
• Increase appointments and re-engage inactive opportunities.
• Improve dealer accountability and lead follow-up.
• Maintain reliable Salesforce data and actionable performance dashboards.
• Continuously improve conversion rates through automation, analysis, and testing.

Our objective is simple: turn more marketing leads into qualified opportunities and actual sales through smarter CRM automation, stronger follow-up, and more effective customer communication.

Pay: $75,000.00 - $90,000.00 per year

Required:

• 5+ years of experience in Salesforce administration, CRM management, marketing operations, or lead lifecycle management.
• Strong hands-on Salesforce experience, including Flows, automation, lead routing, reports, dashboards, and data management.
• Experience with Salesforce Account Engagement (Pardot) or a comparable marketing automation platform.
• Proven ability to build automated lead nurturing campaigns and customer lifecycle workflows.
• Strong experience in email marketing, newsletters, audience segmentation, and A/B testing.
• Experience managing SMS marketing campaigns and CRM-integrated communications.
• Experience monitoring lead qualification, call center operations, or inside sales performance.
• Strong analytical skills and the ability to translate CRM data into actionable improvements.
• Experience using AI tools such as Claude to automate tasks or improve processes.
• Excellent organizational, communication, and problem-solving skills.
• Ability to manage multiple projects independently and execute without relying on a dedicated developer.

Preferred:

• Experience with Salesforce Account Engagement (Pardot).
• Experience with dealer networks, distributors, franchises, or multi-location sales organizations.
• Familiarity with call tracking, call recording, and conversation intelligence platforms.
• Experience with Zapier, Make, APIs, or CRM integrations.
• Background in home improvement, construction, outdoor living, or other high-consideration purchase industries.

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Azenco Outdoor is a leading manufacturer of premium aluminum pergolas, motorized louvered roof systems, and outdoor living structures. Our products are sold through a nationwide network of certified dealers across the United States.