Marketing Intelligence Specialist

Are you curious, driven, and energized by the opportunity to learn how a business wins customers? The Marketing Intelligence Specialist plays a critical role in responding to and qualifying inbound sales leads, engaging prospective customers, and making sure promising opportunities receive timely, thoughtful follow-up. You’ll be one of the first points of contact for potential customers and will help create a positive experience from the very beginning.

This role goes beyond lead follow-up. You’ll research prospects, customers, and competitors; gather information from across the organization; maintain accurate CRM information; and provide Sales and Marketing with insights that help prioritize opportunities and strengthen customer relationships. Working closely with Sales, Customer Service, and Operations, you’ll connect the dots, keep information moving, and help turn market and customer insights into action.

If you’re proactive, persistent, organized, and communicate with confidence, this is an opportunity to play an important role in generating and developing new business while making a measurable impact on the team.

Primary Position Responsibilities

• Inbound Lead Response and Qualification: Respond promptly to inquiries generated through websites, campaigns, calls, and tradeshows. Clarify customer needs, application, timing, and buying readiness; document findings and route to the appropriate sales or customer service contact.
• Lead Nurturing and Sales Coordination: Build rapport with prospects, ask thoughtful questions, and provide relevant product information. Keep prospects engaged and provide sales with a clear summary of customer needs when handing over an opportunity. Work closely with sales to confirm follow-up.
• CRM and Opportunity Tracking: Maintain current HubSpot contact and company records, lead sources, conversation notes, and next steps. Proactively follow up with sales representatives to obtain opportunity updates and document accordingly.
• Competitive and Pricing Intelligence: Maintain comparisons of competitor products, offers, positioning, and pricing. Collect customer- and sales-reported competitive information.
• Customer Feedback: Drive the regular collection of win/loss reasons, competitive pricing feedback, customer concerns, and revenue outcomes. Identify recurring patterns and share findings with Marketing, product teams, and leadership.
• Reporting and Presentations: Use Excel to organize lead, customer, and competitive information, as well as maintaining trackers and summarizing trends. Create clear PowerPoint presentation to outline findings, opportunity progress, and recommended next steps.

• Bachelor’s degree in Marketing, Business Administration, Communications, or a related field preferred; an equivalent combination of education and experience may be considered.
• Relevant experience in inside sales, sales support, customer service, marketing, or lead qualification strongly preferred. A highly motivated candidate with strong communication skills, initiative and demonstrated sales potential would also be considered.
• Must have comfort using a CRM system to track customer conversations and follow up activity, or the ability and willingness to learn. Previous experience using HubSpot would be a plus.
• Proven experience with Microsoft Excel and PowerPoint are required: must have the ability to organize and filter information, use basic formulas, build clear tables and charts, and create polished and effective presentations.
• Excellent verbal, written and presentation skills are critical. Must have confidence in speaking with prospective customers, experienced sales professionals, and all levels of leadership.
• Must be self-motivated, organized, and persistent, with the ability to manage multiple priorities, set follow-up expectations, and see requests through to completion.
• Must have the ability to earn cooperation across teams, ask direct questions, and respectfully hold others accountable for agreed information and follow-up commitments.
• A curiosity about customers and competitors, comfort reviewing basic reports, and the ability to recognize patterns and explain what they mean for the business are all required.

Physical Demands:

This position will spend the majority of time in an office environment, with regular computer and phone work, and will require some moving about the office as well as lifting and carrying. This would require the ability to lift boxes containing marketing materials and move them around the office. Individuals may need to sit or stand as needed. This position may require walking primarily on a level surface for periods of time as well as reaching above shoulder heights or below the waist or lifting up to 25 pounds as required to store materials throughout the workday. 

There will be time in field, both visiting product in action as well as attending trade shows throughout the country. The employee must follow all site safety requirements when working around industrial equipment.