Lead Generator / Customer Acquisition Specialist

About Us : Parikh Financial is a distinguished financial services provider known for its expertise in managing financial records and delivering exceptional bookkeeping services to high-net-worth individuals and businesses. With an unwavering commitment to excellence and a meticulous attention to detail, we have established ourselves as a leading force in the industry.

Position Overview : Key Responsibilities :

• Develop and execute lead generation strategies to identify and attract potential clients.
• Conduct market research to identify new business opportunities and industry trends.
• Collaborate with the marketing team to create compelling outreach campaigns.
• Build and nurture relationships with prospective clients through various communication channels.
• Qualify leads based on established criteria and set up meetings for the sales team.
• Track and report on lead generation KPIs to measure the effectiveness of campaigns.
• Stay updated on industry best practices and emerging lead generation techniques.

Qualifications :

• Knowledge and experience in HubSpot is fundamental.
• Proven experience in lead generation, preferably in the financial services or related industry.
• Strong proficiency in English, both written and verbal, is essential.
• Demonstrated ability to work independently and meet lead generation targets.
• Excellent communication and interpersonal skills to effectively engage with potential clients.
• Familiarity with CRM software and lead tracking systems.
• Highly organized with a keen attention to detail.