Senior Specialist, Lead Support & Marketing Data

Overview At Wipfli , people count. At Wipfli , our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. Job Summary The Senior Specialist, Lead Operations and Marketing Data supports Wipfli 's pipeline management and marketing data operations by ensuring timely lead processing, accurate CRM data, and reliable reporting. This role works closely with Marketing, Business Development, Growth Intelligence & Insights, IT, and marketing operations resources to support lead routing, qualification, data integrity, and campaign measurement activities. The Senior Specialist serves as a subject matter resource for lead management processes and Microsoft Dynamics 365 while identifying opportunities to improve efficiency and data quality. Responsibilities Essential Responsibilities: Manage day-to-day lead routing, qualification, and assignment activities to support timely follow-up and pipeline development. Maintain lead and marketing data quality within Microsoft Dynamics 365 through monitoring, validation, and data management activities. Support campaign planning and execution by defining and implementing lead capture, routing, attribution, and tracking requirements. Monitor lead lifecycle performance and provide reporting, analysis, and recommendations to improve lead management effectiveness. Collaborate with Business Development, Marketing, and other stakeholders to support lead follow-up processes and improve operational efficiency. Create and maintain documentation for lead management, marketing data, CRM, and related operational processes. Support testing, implementation, and continuous improvement efforts for CRM enhancements, integrations, and