Lead Management Specialist, Live Oak Express

About Us

How This Role Impacts Live Oak and its People

As a Lead Management Specialist, you will play a crucial role in driving the success of Live Oak Express, our loan product designed to provide fast and flexible funding solutions to small business owners. Your efforts will directly impact our ability to connect with potential clients, streamline the sales process, and ultimately help small businesses thrive. By ensuring that our sales team has a steady pipeline of qualified leads, you will contribute to the overall growth and success of Live Oak Bank and its mission to support small businesses across the nation.

What You’ll Do at Live Oak

• Lead Generation and Qualification: Identify and qualify potential leads through various channels, including online research, inbound inquiries, and marketing campaigns. Perform prequalification analysis including, but not limited to cash flow analysis.

• CRM (Customer Relationship Management): Maintain and update the customer relationship management (CRM) system with accurate and up-to-date information on leads and prospects.

• Collaboration with Sales Team: Work closely with the sales team to ensure a seamless handoff of qualified leads and provide support throughout the sales process.

• Performance Tracking: Monitor and analyze lead generation metrics to assess the effectiveness of different strategies and make data-driven recommendations for improvement.

• Projects: Participate in market research, product/technology, voice of customer initiatives as required.

How You’ll Do It

• Effective Communication: Utilize strong communication skills to engage with potential clients, understand their needs, and convey the benefits of Live Oak Express.

• Analytical Skills: Apply analytical skills to evaluate lead quality and prioritize efforts based on potential impact.

• Collaboration: Foster a collaborative environment by working closely with the sales and marketing teams to align strategies and achieve common goals.

• Attention to Detail: Ensure accuracy and attention to detail in all aspects of lead management, from data entry to follow-up communications.

• Proactive Approach: Take initiative to identify and pursue new lead generation opportunities and continuously improve processes.

Required and Preferred Experience

• Required:

• ​2+ years of experience in lead generation, sales or servicing support, or a related role.

• Proficiency with CRM software and lead management tools.

• Strong communication and interpersonal skills.

• Ability to work independently and as part of a team.

Preferred:

• Bachelor's degree in Business, Marketing, or a related field.

• Experience in the financial services industry, particularly in lending or banking.

• Familiarity with small business financing and loan products.

• Advanced analytical skills and experience with data analysis tools.

• Proven track record of successfully managing and qualifying leads.

Skills

• CRM Management

• Lead Generation and Qualification

• Problem Solving

• Communication

• Customer Service

• Analytical

• Research

• Detail oriented

To Thrive at Live Oak

• Gravitate to Growth – Shows adaptability and support for changes to improve organizational effectiveness.
• Communicate and Collaborate – Communicates clearly and thoughtfully, demonstrating empathy in teamwork.
• Eye of the Tiger – Gets positive results by taking personal responsibility for actions and team outcomes.
• Know Your Business – Curates and maintains a depth of knowledge and skill to perform one’s job effectively.
• Customer at the Center – Provides customers with a personalized experience to achieve exceptional outcomes.

For a detailed overview of our employee benefits please visit: http://www.liveoakbank.com/careers/

Live Oak Bank is an Affirmative Action and Equal Opportunity Employer, Minorities/Women/Veterans/Disabled. We consider applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, veteran status or disability. Equal access to programs, service and employment is available to all persons. Those applicants requiring reasonable accommodation to the application and/or interview process should notify human resources at [email protected]

EEO is the Law

Commitment to Diversity
Live Oak Bank is committed to creating and maintaining a workplace in which all employees have an opportunity to participate and contribute to the success of the business and are valued for their skills, experience, and unique perspectives. This commitment is embodied in company policy and the way we do business at Live Oak Bank and is an important principle of sound business management.

The base pay range for this position is $55,000.00 - $90,000.00 per year. Compensation may also include annual bonuses and long-term incentives, subject to various metrics and company policy. A candidate’s salary is determined by several factors including travel, relevant work experience or skills and expertise.

Please note that we provide at least the minimum requirement of paid sick leave to our employees who reside in states that require employer-paid sick leave, including but not limited to Arizona, California, Colorado, District of Columbia, Maine, Maryland, Massachusetts, Michigan, Nevada, New Jersey, New Mexico, New York, Oregon, Rhode Island, Vermont, and Washington.