Lead Generation and CRM Specialist

About Benchmark Search Group
Benchmark Search Group is a boutique executive recruiting firm specializing in accounting and finance talent across the Dallas–Fort Worth market.

We help middle-market companies build stronger accounting and finance teams through a relationship-first, CPA-led recruiting approach.

We are a small, growing, technology-forward company. We use AI, automation, market intelligence, and strong processes while maintaining a highly personal client and candidate experience.

About the Role
We are hiring a Lead Generation & Revenue Operations Specialist to help us identify, research, prioritize, organize, and track business development opportunities.

This is not a cold-calling or sales-closing position.

You will work behind the scenes to make sure our team knows:

• Which companies should be prioritized
• What is happening inside those companies
• Who the right contacts are
• Why we may have a reason to contact them
• What follow-up should happen next
• Whether opportunities are properly recorded and tracked
• Your work will directly support our ability to generate more qualified business conversations.

What You’ll Do

• Company and Prospect Research
• Research target companies in the Dallas–Fort Worth market
• Identify CFOs, Controllers, finance leaders, business owners, and other decision-makers
• Monitor leadership changes, company growth, acquisitions, private equity activity, funding, expansions, promotions, and hiring activity
• Identify open, aged, or reposted accounting and finance positions
• Verify information using reliable sources
• Prepare short company research and meeting-preparation summaries
• Recommend which companies and contacts should be prioritized and explain why

Lead and CRM Management

• Maintain accurate company and contact records in JobAdder
• Update contact information, notes, tags, relationship history, statuses, and follow-up dates
• Check for duplicate, incomplete, or outdated records
• Track current clients, past clients, candidates, placed candidates, referral partners, podcast guests, and strategic relationships
• Organize opportunities by priority and next action
• Help make sure important follow-ups do not get missed
• Support CRM cleanup, reports, dashboards, and data-quality projects

Outreach and Campaign Support

• Build, clean, verify, and upload prospect lists
• Support LinkedIn and email campaigns using Dripify and ----------
• Monitor replies, connection requests, engagement, bounced email s, and opt-outs
• Stop automated outreach when someone responds
• Categorize responses and flag positive opportunities
• Route important replies to the correct tea ---------- mber with the necessary context
• Keep campaign activity and next steps organized

AI and Process Improvement

• Use ChatGPT, Claude, or similar tools to assist with research, summaries, prioritization, meeting preparation, and workflow documentation
• Verify AI-generated facts before they are used
• Help create prompts, checklists, templates, and standard operating procedures
• Identify repetitive work that can be automated or simplified
• Assist with tools such as Zapier, Power Automate, Microsoft Teams, Microsoft Lists, Excel, and similar platforms
• Help improve our lead-generation and business development system over time

What Success Looks Like
You will be successful when:

• Priority companies and contacts are consistently identified
• Trigger events are discovered and verified quickly
• Research is accurate, concise, and useful
• CRM information is clean and reliable
• Every active opportunity has an owner, status, and next action
• Positive replies are identified and routed promptly
• Outreach campaigns remain organized
• Follow-ups do not fall through the cracks
• Leadership has a clear view of current business development opportunities
• More qualified conversations are generated each month

Requirements

• At least two years of relevant experience in lead generation, CRM management, sales operations, revenue operations, recruiting operations, market research, or business development support
• Excellent written and spoken English
• Strong company and internet research skills
• Excellent attention to detail
• Strong organizational and analytical skills
• Experience working with a CRM, database, or detailed spreadsheet
• Ability to turn large amounts of information into clear priorities
• Comfortable working independently and asking questions when instructions are unclear
• Comfortable documenting processes and following repeatable workflows
• Interested in using AI and technology responsibly
• Able to work full-time during U.S. Central Time business hours
• This must be your primary full-time position

Helpful Experience

• Experience with any of these tools or industries is helpful but not required:
• LinkedIn Sales Navigator
• ZoomInfo
• JobAdder or another CRM/ATS
• ----------
• Dripify
• ChatGPT or Claude
• Microsoft Excel, Teams, Lists, and Outlook
• Zapier or Power Automate
• Loom
• Recruiting, staffing, executive search, professional services, or B2B sales

Who Will Thrive Here
You will enjoy this position if you like:

• Researching companies and people
• Finding useful information
• Recognizing patterns
• Maintaining clean data
• Organizing relationships and follow-ups
• Improving systems
• Learning new technology
• Turning messy information into clear next steps

You do not need to be a salesperson. However, you should understand that the quality and consistency of your work directly support business development and company growth.