Growth & Pipeline Specialist
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Job Description
DocuWare Growth & Pipeline Specialist responsible for lead generation and digital presence. Focusing on healthcare, financial services, and insurance verticals in Mexico.
Responsibilities:
- Lead Generation & Outbound Prospecting
- Research and build targeted prospect lists within healthcare, financial services, and insurance verticals in the U.S. market
- Execute multi-channel outbound campaigns (LinkedIn, cold email sequences, phone follow-up) to generate qualified interest
- Qualify inbound and outbound leads and convert them into booked discovery calls for the Practice Lead.
- Manage and optimize outreach sequences using tools such as Apollo, Lemlist, HubSpot Sequences, or similar
- Digital Marketing & Online Presence
- Own and grow ECM Tek's digital presence across LinkedIn, Google, and email marketing channels
- Create and publish content (LinkedIn posts, short-form case studies, email newsletters, landing pages) that speaks to DocuWare value propositions in target verticals.
- Coordinate with the Practice Lead to develop vertical-specific messaging (e.g., HIPAA compliance for healthcare, audit trails for financial services)
- Manage basic SEO and maintain the DocuWare practice page on ECM Tek's website.
- CRM & Pipeline Management
- Maintain a clean, organized CRM (HubSpot or equivalent) with accurate lead records, follow-up tasks, and pipeline stage tracking
- Provide weekly pipeline reporting to the Practice Lead covering outreach volume, response rates, meetings booked, and funnel conversion.
- Appointment Setting & Follow-Up
- Conduct initial outreach conversations (email/LinkedIn DM/brief calls) to confirm interest and set discovery appointments.
- Manage scheduling logistics and send pre-meeting materials (one-pagers, case studies, deck summaries)
- Follow up with prospects post-meeting to maintain engagement.
Requirements:
- 2–4 years of B2B lead generation, digital marketing, or inside sales experience, ideally in a technology or SaaS environment
- Hands-on experience with outbound tools (Apollo, ZoomInfo, Lemlist, Outreach, or similar)
- Proficiency with CRM systems (HubSpot strongly preferred)
- Comfort with LinkedIn Sales Navigator and content publishing
- Basic understanding of document management, ECM, or workflow automation software (DocuWare experience is a plus, but not required — product orientation will be provided)
- Familiarity with regulated industries (healthcare, financial services, insurance) is a significant advantage
- Strong written communication — ability to write clear, compelling outreach copy in English
Benefits:
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
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