Lead Distribution Jr. Analyst
Job Summary
We are seeking a Lead Distribution Jr. Analyst for an opportunity in Tempe, AZ within the banking and consumer lending industry. This role is ideal for a detail-oriented professional with call center experience, Salesforce knowledge, and advanced Excel skills who enjoys working with data, sales operations, and process accuracy. In this role, you will help ensure sales leads are routed quickly, accurately, and fairly to the right representatives. You will work in a fast-paced, collaborative environment with supportive leadership, strong team communication, and potential for long-term growth. This is a great opportunity for someone who wants to build a career in sales operations, lead management, customer operations, or financial services support. Key Responsibilities - Manage and distribute inbound and outbound sales leads based on business rules, capacity, performance, and team needs.- Monitor lead queues to identify aging, unassigned, incomplete, or inaccurate lead records.
- Use Salesforce and lead management tools to maintain accurate lead assignment records and support timely follow-up.
- Create and maintain reporting using advanced Excel, including Pivot Tables, VLOOKUP/XLOOKUP, formulas, and data analysis.
- Partner with Sales Managers and sales teams to resolve lead assignment, routing, workload, and lead-quality issues.
- Support process improvement efforts to improve lead distribution accuracy, efficiency, and overall data integrity. Compensation and Benefits - Pay: $24.47 per hour.
- Location: Tempe, AZ.
- Schedule: Full-time.
- Work Arrangement: Hybrid after training. Equal Opportunity Employer / Disabled / Protected Veterans The Know Your Rights poster is available here: The pay transparency policy is available here: For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required. We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team. AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program. We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
Additional Skills
Required Qualifications and Skills
- Manage lead distribution, lead assignment, lead routing, and queue monitoring in a sales or contact center environment.- Maintain Salesforce/CRM lead records and ensure accurate, timely assignment of inbound and outbound leads.
- Analyze lead volume, workload balance, distribution metrics, and aging reports.
- Create Excel-based reporting to support sales operations and management decision-making. - Bachelor’s degree required.
- 2 to 3 years of call center or contact center experience required.
- Experience with lead distribution, lead assignment, lead routing, or lead management required.
- Hands-on Salesforce or CRM experience required.
- Strong Microsoft Excel skills required, including Pivot Tables, VLOOKUP/XLOOKUP, formulas, reporting, and data analysis.
- Excellent attention to detail, data accuracy, organization, and time-management skills.
- Ability to manage multiple priorities in a fast-paced environment.
- Strong communication, analytical, and problem-solving skills. Preferred Qualifications - Experience in sales operations, customer operations, or contact center operations.
- Experience in merchant services, financial services, banking, or consumer lending.
- Exposure to process improvement initiatives.
- Prior experience supporting sales teams, Sales Managers, or lead management workflows.
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