Lead Generation Specialist - Position Description - Essential Functions - GA4 and CRM

Sep 13, 2026

Lead Generation Specialist position description outlining core responsibilities across target research, CRM maintenance, and marketing automation reporting. The role drives business growth by generating and qualifying leads, coordinating handoff with sales, and aligning efforts with overall marketing strategy. Key duties include cleaning duplicate CRM records, building industry market research lists for US and global development, configuring GA4/GTM events and metrics, and analyzing performance via GA4, Hotjar, Looker Studio, and email campaign data from marketing automation platforms.

LanguageEnglish

CategoryLetters

FormatPDF

Pages3

Reading Time1 min

AccessFree to download

Summary of Position Functions

Essential Position Functions

Lead Research and CRM Management

Analytics and Marketing Automation Reporting

Education and Qualifications

Knowledge, Skills, and Abilities

Certifications, Licenses, Registrations

Lead Generation Specialist Position Description | Department: Marketing | Reports To: Marketing Manager | | --- | --- | | FLSA Status: Salaried, Exempt | Position Status: Full Time | | Position Location: Indianapolis | Updated: 05/26/202 6 | Employee Receipt | I have received and read this position description and can perform the essential functions of the job as well as the physical and work environment demands and agree to perform accordingly. | | | --- | --- | | Employee Signature: | Date: | | Print Name: | | Summary of Position Functions This position is responsible for research on targets, prospects, and current customers, organization and clean-up of our CRM system, reporting from GA4, CRMand marketing automation program, helping to manage the website and its functions, and playing an integral role in all aspects of the organization, as needed, as we grow our company. The best fit for this position is someone who is organized, thinks analytically, and wants to work as part of a team to achieve success for the customers and company. Copper Mountain Technologies is a fast-growing technology company that provides industry-leading test and measurement solutions for engineers in RF (Radio Frequency) & Microwave, IoT (Internet of Things), Telecommunications, Aerospace, Automobile, and other high-tech industries. You will work with a great, supportive team in our newly renovated downtown office which provides a fun and hard-working environment. Copper Mountain Technologies Last Modified: 5/26/2026 Essential Position Functions • Drive business growth by identifying potential customers • Generate high-quality leads through various avenues, including research and collaboration with marketing and technical teams • Work closely with the sales team to ensure a seamless handover of qualified leads • Collaborate with marketing teams to align lead generation efforts with overall marketing strategies • Have experience of manipulating data in different modules in CRM system. Clean, input, and update all leads, contacts, and accounts in our CRM, especially clean the duplicate records. • Assist with cleaning and organizing lead lists from advertisers, events, and webinars. • Work on market research and list building for the industries we serve. • Conduct lead research for both US and global business development. • Organize opportunities with contacts and accounts. • Set up custom events and metrics on GA4 and GTM to understand users’behaviors. • Manage digital marketing data platforms: Google Analytics, Google Tag Manager, Hotjar, and provide findings and suggestions on lead generation and campaigns performance. • Extract email campaign data from Market Automation system, develop andreadjusted KPIs dashboards in Looker studio for monthly review and optimizations. • Test website design and improvement element with developer if needed and track the performance on Hotjar and GA4. • Other tasks and projects as directed Education and Qualifications • Bachelor’s degree in marketing, business, or a related field • 2+ years of relevant work experience Copper Mountain Technologies Last Modified: 5/26/2026 Knowledge, Skills, and Abilities • Proficient in data analysis tools or equivalent previous analytics work • Experience of CRM integrated with marketing automation tools (ex. Sugar Market, Marketo)–focused primarily in SugarCRM or Salesforce. • Previous knowledge of Google Analytics 4 and Looker Studio. • Basic HTML Skills (website build experience preferred) • Proficiency in MS Word, Excel, and Outlook with excellent writing and proofreading skills. • Self-starter with excellent critical thinking/problem-solving skills Certifications, Licenses, Registrations Valid driver’s license Copper Mountain Technologies Last Modified: 5/26/2026

FAQs

What are the main responsibilities of the Lead Generation Specialist?

The role focuses on researching targets and prospects, generating high-quality leads, maintaining and cleaning CRM data, and reporting on performance from GA4 and marketing automation systems.

How does the position support sales and marketing teams?

It collaborates closely with the sales team to ensure qualified lead handoff, and with marketing teams to align lead generation activities with broader marketing strategies.

Which tools and platforms are required or used in this role?

The position uses CRM (e.g., SugarCRM or Salesforce), Google Analytics 4, Google Tag Manager, Hotjar, Looker Studio, and marketing automation systems for email campaign data extraction and KPI dashboards.

Sep 13, 2026

Uploaded by Bill Black