Junior Data & List Operations (Lead Generation)

Junior Data & List Operations Specialist (Lead Generation Specialist)

Start Date: ASAP

Position Summary

This is not a simple data entry role. We are looking for someone with hands-on experience in list building, CRM/PSA management, data enrichment, and database cleanup who can independently manage ongoing projects and proactively improve data quality.

Key Responsibilities:

• Build targeted prospect lists for medical and dental practices across Managed IT, Revenue Cycle Management (RCM), and Chronic Care Management (CCM) campaigns
• Use sourcing tools such as Apollo.io, Seamless.ai, ZoomInfo, Lusha, LeadIQ, RocketReach, or similar platforms
• Identify the correct decision-makers including Office Managers, Practice Administrators, and Billing Managers
• Cross-reference new records against existing CRM data to prevent duplicates
• Maintain clean segmentation, tagging, and pipeline organization inside Go High Level (GHL)
• Update records in real time based on SDR feedback and campaign activity

• Audit, clean, and maintain existing client records inside ConnectWise
• Correct stale, missing, or inaccurate client information
• Remove outdated records, duplicates, inactive clients, and outdated contacts
• Build segmented client lists to support recurring campaigns and promotions
• Support annual Medisoft and Lytec upgrade campaigns by preparing accurate target lists
• Pull targeted lists for cross-grade and cross-sell initiatives

• Process inbound leads from webinars, website forms, assessments, and other channels
• Enrich and verify lead information using sourcing tools
• Route records to the appropriate campaigns and pipeline stages inside GHL
• Ensure inbound leads are properly organized and followed up by the sales team

What Success Looks Like:

• Examples of weekly responsibilities may include:
• Building and importing verified prospect lists for outbound campaigns
• Updating and correcting ConnectWise records flagged by the sales team
• Processing and enriching inbound webinar or marketing leads
• Cleaning duplicate records and filling missing data fields
• Pulling targeted client lists for software upgrade campaigns
• Maintaining detailed progress updates and documentation

Experience using at least one sourcing or enrichment platform:

• Apollo.io
• Seamless.ai
• ZoomInfo
• Lusha
• LeadIQ
• RocketReach
• or similar tools

Experience managing records inside CRM or PSA platforms such as:

• Go High Level (GHL)
• HubSpot
• Salesforce
• ConnectWise
• Autotask

Strong Excel and/or Google Sheets skills including:

• Deduplication
• Bulk data manipulation
• Formatting and organization at scale
• Ability to manage multiple ongoing data projects independently
• Strong attention to detail and proactive problem-solving
• Clear written English communication skills

Preferred:

• Prior experience with ConnectWise
• Experience supporting outbound sales or SDR teams
• Familiarity with LinkedIn Sales Navigator and professional research workflows
• Experience supporting campaign segmentation and marketing operations

• Go High Level (GHL)
• ConnectWise
• Microsoft Excel / Google Sheets
• LinkedIn / LinkedIn Sales Navigator
• Microsoft 365 (Outlook, Teams)

Compensation:

• Salary: Competitive

Benefits:

• Health insurance
• Life insurance
• Pay raise opportunities
• Hybrid work setup

Schedule:

• 8-hour shift
• Monday to Friday
• Night shift
• Supplemental Pay
• 13th month salary
• Performance bonus
• Ready to grow with us? Send your resume to Rec•••••••@agiletechops.com to get your application started.