Wipfli · 2 weeks ago
Manager, Lead Generation
Wipfli is a company that values its employees and focuses on creating exceptional impact through strong relationships. They are seeking a Manager of Lead Generation to oversee a team of Lead Generation Specialists, implement process improvements, and coordinate marketing efforts to generate leads and support business development.
AccountingConsultingInformation Technology
Responsibilities
Provides day-to-day management of a team of Lead Generation Specialists including participating in hiring process, initial onboarding and on-going performance management, and professional development
Identifies and assists in implementing process improvements and refining the Lead Generation Specialist playbook
Coordinates with Marketing and Business Development leadership and team members on campaign and activity design including sales enablement for Wipfli supported offerings
Conducts preliminary research on prospects and promptly follows up on assigned leads for qualification
Participates in call down activities on assigned lists, both prospect targets and impression follow up (website, buyer intent, webinars, downloads, etc.)
Lead generation and development of potential prospects. Upon qualification, identifies correct associate to continue the pursuit and passes the lead/opportunity
Prospects for new clients through inbound and outbound activities
Coordinates handoff meetings with relationship executives or pursuit teams
Using industry and offering knowledge, tailors Wipfli’s value proposition and capabilities to the individual client’s business needs
Tracks activities in CRM and completes administrative functions to ensure client records are accurate and up to date
Responsible for meeting or exceeding individual revenue and other assigned goals
Qualification
Required
Bachelor's degree in Marketing, Communications, Business, or other job related major, or an equivalent level of job-related experience
3+ years of experience
1+ years of supervisory experience
Preferred
Experience with Microsoft Dynamics CRM or similar CRM solution
Experience with Outreach, ZoomInfo and other sales research and sales acceleration tools
Experience with lead generation and/or sales development roles
Benefits
8 health plan options (both HMO & PPO plans)
Dental and vision coverage
Opportunity to enroll in HSA with potential Firm contribution
Employee Assistance Program
Firm-sponsored basic life and short and long-term disability coverage
401(k) savings plan & profit share
Firm matching contribution
Well-being incentive
Education & certification assistance
Flexible time off
Family care leave
Parental leave
Family formation benefits
Cell phone reimbursement
Travel rewards
Critical illness & accident insurance
Hospital indemnity insurance
Legal
Long-term care
Pet insurance
ID theft protection
Supplemental life/AD&D
Company
Wipfli
Wipfli LLP is one of the top 20 accounting and consulting firms.
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
New Mountain Capital
2025-08-01Private Equity
Leadership Team
Recent News
2025-11-28
EIN Presswire
2025-11-14
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