Lead Routing Specialist Job at KnowBe4

Job ID : a3pIaWlYNVdORVNMdkZPNVZvaTE4UT09

About KnowBe4

KnowBe4, the provider of the world's largest security awareness training and simulated phishing platform, is used by tens of thousands of organizations around the globe. KnowBe4 enables organizations to manage the ongoing problem of social engineering by helping them train employees to make smarter security decisions, every day.

Fortune has ranked us as a best place to work for women, for millennials, and in technology for four years in a row! We have been certified as a "Great Place To Work" in 8 countries, plus we've earned numerous other prestigious awards, including Glassdoor's Best Places To Work.

Our team values radical transparency, extreme ownership, and continuous professional development in a welcoming workplace that encourages all employees to be themselves. Whether working remotely or in-person, we strive to make every day fun and engaging; from team lunches to trivia competitions to private parties at theme parks, there is always something exciting happening at KnowBe4.

Clearwater positions open to candidates located in greater Tampa Bay area.

The Lead Routing Specialist will oversee the lead distribution system and maintain the lead routing rules. This position will work to resolve complex lead routing cases that are reported and will assist with updates or modifications to our lead routing system as well as the creation of reports detailing metrics on lead distribution and statistics.

Responsibilities:

  • Identify and manage reported lead routing issues
  • Use independent discretion to identify proper resolution for complex issues, including escalating such issues to the appropriate personnel
  • Coordinate with Sales Admin team on creation and maintenance of case escalation processes and procedures
  • Gather feedback from Sales Admin regarding escalated cases to determine the best approach for resolution
  • Establish and maintain reports detailing metrics for both lead distribution and marketing statistics.
  • Assist with and execute updates or modifications to the lead routing system
  • Analyze reported lead routing issues to recommend changes to improve efficiency and accuracy
  • Manage development of test scripts
  • Administer HubSpot user access permissions and database management
  • Maintain and develop SalesForce reports
  • Perform SalesForce record quality control to ensure accurate and efficient lead assignment
  • Manage internal user records in SalesForce to ensure accurate lead routing
  • Coordinate with the Growth team to develop training for any needed changes to case escalation procedures or other leading routing processes

Minimum Qualifications:

  • BA/BS in information technology or equivalent working experience
  • Minimum 3+ years of experience analyzing lead routing and workflows
  • Minimum 1+ years experience with development lead routing processes
  • Minimum 1+ years experience with marketing automation systems
  • Experience with Gmail and Google Docs
  • Experience with MS Office (Word and Excel)
  • Experience with web browsers (Chrome, Internet Explorer, etc.)
  • Problem solving
  • Strong verbal and written communications
  • Excellent time management and organization skills
  • Proficiency with a CRM, such as Salesforce
  • Experience with Hubspot or equivalent marketing automation system, a plus
  • Strong analytical skills (including mastery of Microsoft Excel) and experience with reporting and data analysis.
  • Ability to manage multiple projects at the same time in a fast-paced environment
  • Technically capable, excellent communicator, and a desire to improve processes

Our Fantastic Benefits

We offer company-wide monthly bonuses, employee referral bonuses, an employee stock purchase program, 401k matching (US), fully paid medical insurance (US), open/generous paid time off (length varies by country), parental leave (length varies by country), adoption assistance, tuition reimbursement, certification reimbursement, certification completion bonuses, gym benefits, and a relaxed dress code - all in a modern, high-tech, and fun work environment. For more details about our benefits, visit www.knowbe4.com/careers/benefits.

Note: An applicant assessment and background check may be part of your hiring procedure.

Individuals seeking employment at KnowBe4 are considered without prejudice to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation or any other characteristic protected under applicable federal, state, or local law. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please visit www.knowbe4.com/careers/request-accommodation.

No recruitment agencies, please.

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