Lead Management Specialist - Schererville, IN
1 day ago
Job description
Lead Management Specialist & Office Assistant
Dean's Pools & Landscaping
Schererville, IN 46375 | |
About Us
Dean's Pools & Landscaping is a landscape and pool company based in Schererville, Indiana. We deliver exceptional service and are looking for a motivated team member for a dual role central to daily operations and business growth.
Job Description
We are seeking a full-time Lead Management Specialist & Office Assistant. This dual-role combines front-line lead management with essential administrative office support. You will be the first point of contact for incoming leads – qualifying prospects and booking appointments while keeping our office operations running smoothly.
Position Details
Position Title: Lead Management Specialist & Office Assistant
Department: Administration
Reports To: Business Office Manager
Location: Office – Schererville, Indiana (On-Site)
Employment Type: Full-Time
Pay: $18.00-$22.00 per hour
Tools & Systems: ClickUp CRM, LMN, QuickBooks, Google Calendar, Google Drive, Gmail, Aircall
Key Responsibilities-Lead Management Specialist
- Respond to all new leads within 5 minutes – Speed = Sales (5-Minute Rule strictly enforced)
- Qualify incoming leads using standardized questions and scripts
- Book qualified leads directly into sales rep calendars
- Enter all lead information accurately into ClickUp CRM
- Execute a structured 6-touch follow-up sequence for all active leads
- Monitor leads from Google Ads, Facebook, website, and other platforms
- Review overnight leads each morning and begin outreach immediately
- Confirm appointments 24 hours and 1 hour in advance via call and text
- Maintain 100% same-day contact rate and achieve 30%+ lead-to-appointment conversion
- Coordinate with sales reps on lead assignment and scheduling
Key Responsibilities-Office Assistant
- Answer phones, greet walk-in clients, and handle general inquiries professionally
- Manage and respond to emails related to client inquiries, proposals, and operations
- Schedule appointments and manage office calendars
- Process signed proposals and manage change orders, including deposits
- Handle financial transactions, process receipts, and reconcile accounts
- Manage vendor payments and assist with invoice tracking
- Process mail, make bank deposits, and manage incoming/outgoing correspondence
- Utilize ClickUp and LMN for daily task management and updates
Key Performance Indicators (KPIs)
- Lead Response Time: Under 5 minutes (Critical)
- Same-Day Contact Rate: 100% (Critical)
- Lead-to-Appointment Conversion Rate: 30%+
- Appointment No-Show Rate: Below 10%
- 6-Touch Follow-Up Completion: 100%
- Appointments Booked: 15+ per week
- Response Time: 90% within 24 hours
- Client Satisfaction: 85%+ positive ratings
Qualifications
- Strong communication skills – confident on the phone and in writing
- Highly organized with ability to manage multiple tasks simultaneously
- Comfortable working with CRM systems and digital tools (ClickUp, LMN, QuickBooks a plus)
- Self-motivated and able to work independently with a sense of urgency
- Detail-oriented with excellent follow-through
- Experience in customer service, sales support, or office administration preferred
- Landscape or home services industry experience is a plus but not required
- Proficiency with Google Workspace (Gmail, Google Calendar, Google Drive)
Job Type: Full-time
Pay: $ $22.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Paid time off
Work Location: In person
Similar jobs
Monitor sales orders and reserve product inventory per customer wanted dates. · Create shipments for upcoming customer orders per customer wanted dates. · Coordinate product inventory shortfalls with manufacturing operation productions scheduling. · Align shipment priorities with ...
1 week ago
Monitor sales orders and reserve product inventory per customer wanted dates. · Create shipments for upcoming customer orders per customer wanted dates. · Coordinate product inventory shortfalls with manufacturing operation productions scheduling. · ...
1 month ago
Lewis Brisbois is actively seeking a Practice Management Specialist. We offer competitive compensation and benefits. · The Practice Management Specialist collects, inputs, and updates data in firmwide databases designed to track litigation matters from beginning to resolution. · ...
4 weeks ago
The Change Management Specialist will drive high priority, high visibility transformation initiatives that will shape the future of the Mobility & Convenience Americas [M&CA] business. · The primary focus will be on ensuring successful implementation, adoption, and integration ac ...
1 week ago
Olympic Steel offers employees the best of both worlds: a closely connected team culture and community with the resources opportunity and stability of a large growing organization. · ...
2 weeks ago
Risk Management and Patient Safety Specialist Registered Nurse
Only for registered members
Franciscan Health is seeking a Risk Management Specialist RN to assist the Risk Management Department in managing and directing department operations. · ...
1 month ago
Insureon is seeking an experienced Management Liability Specialist to service manage grow a robust book of Management Liability accounts including Directors Officers Corporate Liability D O Employment Practices Liability Insurance EPLI Fiduciary Liability Crime for the Private Co ...
1 month ago
We're looking for a Third-Party Risk & Governance Specialist to join a Fortune 500 Insurance Client.If you have 5+ years of experience in Third Party Risk Management, especially in assessments, governance, and continuous monitoring, this is a great opportunity to support a growin ...
1 month ago
Risk Management and Patient Safety Specialist Registered Nurse 1.0 FTE
Only for registered members
Risk Management and Patient Safety Specialist Registered Nurse job at Franciscan Health Crown Point in Crown Point, Indiana involves assisting the Risk Management Department in managing operations and interacting with physicians and legal counsel. · ...
1 month ago
We seek a highly motivated Change Management Specialist to join our team and serve as the CM lead on key projects. This role will work closely with Project Managers, business leaders, and stakeholders to ensure smooth adoption of changes. · ...
1 month ago
Headcount Management Specialist / Capacity Planning SpecialistThe specialist will be responsible for analyzing and optimizing workforce distribution across multiple sites within the company network. This role ensures each site aligns with contractual staffing obligations and head ...
3 weeks ago
Influential is looking for an experienced Specialist, Client Management who will learn how we execute campaigns and collaborate closely with our Client and Campaign Management teams to ensure scope, timelines, and processes are met. · ...
2 days ago
The Project Management Specialist is responsible for overseeing the planning execution and completion of various projects within the organization. They coordinate with cross-functional teams to ensure alignment with company goals and objectives monitor project progress and send r ...
2 weeks ago
Risk Management and Patient Safety Specialist Registered Nurse 1.0 FTE
Only for registered members
Franciscan Health Crown Point · 12750 S Francis Dr Crown Point, Indiana 46307 · Healthcare practices must make decisions based on potential risk every day. Those decisions are based on recommendations from risk specialists who can accurately identify and measure risk. The Risk ...
4 days ago
The Practice Management Specialist supports the Practice Management Team with daily operations, administration and management of transactional legal practice groups to drive strategic and profitable growth of the firm. · Katten offers a hybrid work model allowing flexibility to w ...
1 month ago
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. · ...
3 days ago
The Transaction Specialist supports all administrative and operational aspects of real estate transactions from initiation to completion. This includes contract execution, lease amendments, and site approval research. · ...
1 month ago
We seek a highly motivated Change Management Specialist to join our team and serve as the CM lead on key projects. · Design and implement comprehensive change management plans to support initiatives throughout the bank. · Identify key stakeholder needs, concerns and expectations ...
1 month ago
We are looking for peak performers who have a passion for business, a joy in solving problems and a work ethic that doesn't rest until the job is done. · ...
1 month ago
The Cash Management Specialist is responsible for executing and monitoring daily cash operations with a strong emphasis on transactional accounting. · This role ensures accurate and timely processing of cash-related transactions, · supports reconciliation activities, · and contri ...
1 month ago