Lead Processing & Enrichment — Own the intake of raw lead lists from events, webinars, content syndication, and other marketing activities. Run data enrichment waterfalls — chaining tools like Clay, Lusha, and ZoomInfo alongside AI-powered tools — to cleanse, normalize, and fill data gaps with accurate firmographic details before loading into Marketo and Salesforce.
Data Quality Management — Apply and enforce data standards across all incoming lead sources: field formatting, deduplication, persona tagging, and required field completion. Maintain visibility into data quality metrics and flag systemic issues proactively.
Lead Routing & Assignment — Ensure processed leads reach the correct queues, owners, and reps in Salesforce per established routing rules. Troubleshoot and resolve mis-assignments with a sense of urgency.
Automation & Process Improvement — Identify manual or repetitive steps in the lead processing workflow and build better solutions using automation tools (n8n, Zapier, Make.com) and AI. Help bring buying signals and intent data into the funnel to trigger automated GTM plays. Don’t just document the process—improve it.
Marketo Support — Assist Marketing campaign teams with list uploads, program setup, smart list creation, and data segmentation requests.
SLA & Performance Reporting — Track and report on lead upload timeliness and data quality benchmarks. Provide regular updates to marketing operations leadership on performance against defined SLAs.
Cross-Functional Coordination — Partner with field marketing, demand generation, and sales operations to anticipate lead volumes, align on timelines, and communicate delivery status.
Milestones
Within One Month:
Learn WatchGuard’s lead management workflow from source capture through Marketo and into Salesforce
Audit current lead upload processes and get hands-on with the enrichment and AI tools in use
Begin owning day-to-day lead processing with close support
Within Three Months:
Fully own the lead intake and processing workflow across events and marketing activities
Establish clear SLAs for upload timeliness and data quality
Ship your first automation improvement to an existing manual process
Within Six Months:
Maintain a documented, repeatable lead processing playbook across all major lead sources