Live Oak Bank · 13 hours ago
Lead Management Specialist
Greater Wilmington Area
Full-time
Onsite
Entry, Mid Level
$57K/yr - $93K/yr
2+ years expLive Oak Bank is a digital bank dedicated to serving small business owners across the country. As a Lead Management Specialist, you will ensure a steady pipeline of qualified leads for the sales team, contributing to the growth and success of the bank's mission to support small businesses.
BankingCreditFinancial ServicesLending
Responsibilities
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
Effective Communication: Utilize strong communication skills to engage with potential clients, understand their needs, and convey the benefits of Live Oak's products
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
Maintain a high standard of regulatory awareness including BSA, AML, CIP, and OFAC
Qualification
Required
Bachelor's degree or 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
Bachelors 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
Benefits
Paid sick leave
Company
Live Oak Bank
Live Oak Bank is a financial service company that offers banking services and products for small and medium businesses.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$176.09M2025-07-28Post Ipo Equity· $100M
2017-11-21Series Unknown· $1.14M
2015-08-07IPO
Leadership Team
Neil Underwood
President and Chief Operating Officer
Evan Travis
SVP, Venture Banking
Recent News
2025-12-02
Company data provided by crunchbase