Sales Coordinator/Researcher

Point B is a consulting firm that is trusted by the world’s leading organizations and specializes in business transformation and technology services. We are committed to making an impact for our customers and leveraging technology to unlock human potential. We help accelerate our customers’ progress toward meaningful outcomes by bringing together cross-industry expertise, proven processes, and transformative technology to activate shared potential.  

Our diverse set of experts spans13 U.S. locations, with international reach via our partnership with Nextcontinent. We’re united by our desire to help our customers succeed, wherever they do business. 

Point B has been consistently recognized as one of the best places to work by Fortune® Magazine, Great Place to Work, Consulting Magazine, BuiltIn, and many others. 

The Sales Researcher plays a crucial role in supporting the sales team by identifying and developing high-quality leads. This individual will be responsible for researching potential leads, analyzing data, and creating targeted lists of prospective clients to support business growth and sales initiatives. The ideal candidate is detail-oriented, resourceful, and skilled at gathering and interpreting data to build strategic prospect lists.

WHAT YOU’LL GET TO DO:

• Lead Research & Identification
• Identify potential leads through various research methods, including online databases, industry publications, social media, and CRM tools.
• Evaluate leads based on company-defined criteria, including industry relevance, revenue, size, location, and decision-making capacity.
• Verify and update contact information, business details, and any relevant lead characteristics.
• Database & List Development
• Build and maintain up-to-date prospect lists to support sales campaigns and initiatives.
• Organize leads based on defined segments, such as target industry, business size, geographic region, and other relevant filters.
• Ensure lead data accuracy and completeness by regularly updating and cleaning records within the CRM.
• Market Research
• Conduct industry-specific research to understand trends, emerging market segments, and potential client needs.
• Monitor competitor activities to identify new prospecting opportunities and trends that align with sales goals.
• Collaboration & Communication
• Work closely with the sales and marketing teams to understand target profiles and refine prospect lists accordingly.
• Provide insights and recommendations to sales representatives on prospecting priorities and strategy.
• Assist in ad-hoc lead generation projects or data-related initiatives as required.with other Point B’ers (e.g., FW Ops Meetings, Geo Meetings)

Requirements

• Bachelor’s degree in Marketing, Business, Data Analytics, or a related field preferred.
• Experience:
• Proven experience in lead research, data entry, or sales support roles.
• Familiarity with CRM tools (e.g., Salesforce, HubSpot) and data sources (e.g., LinkedIn, industry databases).
• Strong research and analytical skills with the ability to quickly gather, evaluate, and interpret data.
• Excellent attention to detail and organizational skills to manage large volumes of lead data.
• Proficiency with Microsoft Excel, Google Sheets, and other list management tools.
• Strong written and verbal communication skills for clear reporting and collaboration with teams.

Benefits

• Welcome Kit
• Home Office
• Flexible Schedule
• Birthday off
• Vacations from day one
• Life insurance
• Insurance for Major Medical Expenses (50% coverage)
• Saving fund (you save 6% of your monthly salary, and we match that 6% for you)
• Support for remote work (Electricity and Internet)
• AWS Certifications
• Free courses or trainings
• English Classes
• Dining Room (Guadalajara only)
• Sports fields (Guadalajara only)
• Gym (Guadalajara only)