Lead Qualification & CRM Management

Company: Capital Gurus Location: Remote Job Type: Part-Time/Full-Time

About Us:

Capital Gurus is a leading alternative lending firm specializing in providing businesses with financing solutions such as working capital, lines of credit, and term loans. We operate a high-volume call center that runs workflows based on call dispositions and email engagements.

Job Overview:

We are seeking a detail-oriented and proactive Virtual Assistant to manage and review email responses within HubSpot, ensuring that "positive/interested" replies are correctly dispositioned with the appropriate lead status. This role plays a key part in our lead management process, helping to identify engaged prospects and ensuring they move smoothly through our sales pipeline.

Key Responsibilities:

• Review and categorize incoming email replies within HubSpot CRM.
• Identify positive/interested responses and update lead status accordingly.
• Flag and escalate high-priority leads to the sales team.
• Ensure all interactions are logged and properly dispositioned within the CRM.
• Collaborate with internal teams to refine lead qualification workflows.
• Maintain accuracy and consistency in CRM data entry.

Qualifications:

• Previous experience with HubSpot CRM (or similar CRM platforms) preferred.
• Strong attention to detail and ability to accurately interpret email replies.
• Experience in lead qualification, sales support, or administrative roles is a plus.
• Proactive and able to work independently with minimal supervision.
• Strong written and verbal communication skills in English.
• Reliable internet connection and ability to work remotely.

What We Offer:

• Competitive hourly rate or fixed salary (based on experience).
• Flexible working hours.
• Opportunity to work in the fast-growing alternative lending industry.
• Long-term collaboration with potential for role expansion.

If you are detail-oriented and looking for a remote opportunity in the fintech space, we'd love to hear from you! Apply now and help us streamline our lead qualification process.