Lead Administrator

The Leads Administrator serves as a key player in driving results of Barnum’s various leads programs, working closely with various departments to analyze the performance of individual, team and overall financial advisors participating in our numerous, industry leading lead programs.

The role reports into Barnum’s Chief Technology Officer and requires someone who is adaptable and can handle changing priorities, attentive to detail, driven by translating data into insights, comfortable using a variety of technology platforms, enjoys client service, and is highly organized.

Key responsibilities include updating our Salesforce system to maintain advisor and lead records, downloading reports from Salesforce, analyzing data and adjusting quality and quantity of leads, driving lead program projects and developing presentations for financial advisors and managers.

Duties and Responsibilities

Accountable for daily processing and responses from participants in leads program.

Regularly examine lead performance and make recommendations on adjustments.

Build models to continue to drive improvement from the program.

Develop and maintain reporting for updates to advisors, managers and partners.

Identify and drive projects that improve the leads program.

Daily check of processing (leads distributed, letters linked, surveys, recordings, etc.).

Accountable for driving continuous improvement across all key leads metrics.

Develop, implement and monitor client survey programs.

Seek-out and incorporate feedback from all constituents (advisors, managers, etc.).

Qualifications

Excellent analytical skills

Strong proficiency and expertise in Microsoft Excel

Quick and agile learner; comfortable in a fast-paced environment and self-learner

Takes great pride in her/his work

Excellent verbal and written communication skills

Exceptionally professional and organized

Extremely detail-oriented

Ability to collaborate with others, build and maintain relationships

Ability to use discretion and maintain client confidentiality

Client-first attitude

Proficiency in Microsoft Office suite

Experience in Salesforce is a plus

1+ years professional experience in financial analysis a plus