Lead Auditor (India)

Lead Auditor (India)

04 Oct
|
Gehi u0026 Associates
|
India

04 Oct

Gehi u0026 Associates

India

We are Hiring !!!!

Job Title:Lead Auditor

Location:Remote

Employment Type: Full-time

Working Days: Monday - Saturday

Working Time :6am est - 3pm est.

– LEADS AUDITOR

Department

Reception / Leads & Quality Control

Position

Leads Auditor

Reporting To

Head of Department / Quality & Compliance Manager

Job Type

Full-Time

Job Summary The Leads Auditor is responsible for auditing, monitoring, tracking, and maintaining the quality and accuracy of all leads received by the law firm.

The role involves reviewing each lead from the time it is received until its final outcome, including the source of the lead, lead quality, information accuracy, follow-up, appointment status, consultation, conversion, and final disposition.

The Leads Auditor will also be responsible for ensuring that all lead-related information is properly and accurately updated in the firm's CRM and that lead data is maintained in an organized and reliable manner for management reporting and decision-making.

Key Responsibilities

- Lead Auditing

Audit each and every lead received by the firm.

Verify whether lead information has been entered correctly in the CRM.

Check the accuracy and completeness of lead details.

Review the lead journey from initial contact to final outcome.

Identify duplicate, incomplete, incorrect, invalid, or poor-quality leads.

Verify whether leads are being handled according to established procedures.

- Lead Source Audit

Track and verify the source of every lead.

Monitor leads received from Google, social media, referrals, websites, campaigns, advertisements, existing clients, and other sources.

Identify which sources generate the highest quantity of leads.

Track the quality and conversion performance of individual lead sources.

Report unusual changes, incorrect source tagging, or discrepancies.

- Lead Quality Audit

Assess the quality of incoming leads based on established criteria.

Identify positive, bad, non-convertible, duplicate, and incomplete leads.

Review whether the lead is relevant to the firm's services.

Track patterns in poor-quality or non-convertible leads.

Maintain records of recurring lead-quality issues.

- Conversion Tracking

Track the outcome of each lead.

Monitor

Leads received

Leads contacted

Appointments

Office consultations

Phone consultations

No-shows

Converted leads

Non-convertible leads

Bad/invalid leads

Calculate and maintain lead conversion data.

Identify discrepancies between leads received and leads recorded as converted or non-converted.

- CRM Management

Manually update and maintain the firm's CRM on a regular basis.





Ensure that every lead is properly recorded.

Update lead status and outcome accurately.

Maintain accurate source, appointment, consultation, and conversion information.

Correct data-entry errors and missing information.

Ensure that CRM records remain current and organized.

- Lead Quantity & Performance Tracking

Maintain daily and periodic records of the number of leads received.

Compare lead quantity across different sources, campaigns, locations, and time periods.

Track changes in lead volume.

Identify significant increases or decreases in lead generation.

Prepare data for management review.

- Data Verification & Quality Control

Cross-check CRM data against available call records, appointment records, trackers, and other relevant systems.

Identify inconsistencies between different records.

Report inaccurate or missing information.

Maintain data integrity and confidentiality.

Ensure that lead information is not unnecessarily duplicated.

- Reporting

Prepare regular reports covering

Total leads received

Lead sources

Lead quality

Conversion performance

Appointment performance

Non-convertible leads

Bad/invalid leads

Source-wise performance

Office/location-wise performance

Significant changes or discrepancies

Lead-related issues requiring management attention

Reports should be accurate, concise, and supported by CRM data.

- Trend & Issue Identification

Identify recurring patterns in lead quality and conversion.

Highlight sources producing a high number of poor-quality leads.

Identify gaps in lead handling or CRM updates.

Bring unusual trends and discrepancies to management's attention.

Maintain a record of recurring lead-related issues.

- Coordination The Leads Auditor may coordinate with:

Lead generation/marketing team

Callers

Sales/Conversion team

Appointment team

Reception team

Quality Control team

Management The purpose of coordination is to verify lead information and maintain accurate records, not to take over the responsibilities of the respective teams.

Required Qualifications

Education

Bachelor's Degree in Information Technology or a related IT field is required.

Preferred educational backgrounds include:

BCA

B.Sc.



Computer Science / IT

B.Tech / B.E. – IT or Computer Science

BBM/BBA with solid technical/data-management skills may be considered depending on experience.

Technical Skills

Positive knowledge of computers and data management.

Good working knowledge of Microsoft Excel/Google Sheets.

Ability to work with CRM systems.

Strong data-entry and data-verification skills.

Ability to analyze and interpret basic numerical data.

Familiarity with dashboards, reports, and spreadsheets is preferred.

Ability to identify data inconsistencies and errors.

Required Skills

Strong attention to detail.

Good analytical and logical thinking.

Strong organizational skills.

Accuracy in data entry and auditing.

Ability to work with large volumes of information.

Ability to identify discrepancies.

Good communication skills.

Ability to maintain confidentiality.

Ability to work independently and meet reporting deadlines.

Strong follow-up and tracking ability.

Preferred Experience

Experience in any of the following will be an advantage:

CRM management

Lead auditing

Data auditing

Sales operations

Lead generation

Quality control

MIS reporting

Data analysis

Call-center operations

Law-firm/reception operations

Freshers with a relevant IT degree and strong analytical/data-management skills may also be considered.

Key Performance Indicators (KPIs)

The Leads Auditor will primarily be evaluated on:

Lead audit completion

CRM accuracy

Lead-source accuracy

Lead-quality tracking

Conversion tracking accuracy

Identification of duplicate/invalid/non-convertible leads

Timeliness of CRM updates

Accuracy of reports

Identification of data discrepancies

Maintenance of complete lead records

Important Requirement The Leads Auditor must ensure that no lead is left untracked or unaudited. Every lead should have a clear record of its:

Source → Lead Details → Quality → Contact/Follow-up → Appointment → Consultation → Conversion/Non-Conversion → Final Outcome The primary responsibility of this position is to ensure that management has accurate, complete, and reliable lead data for evaluating the firm's lead-generation and conversion performance.

Confidentiality

As the position involves access to client and prospective-client information, the employee must maintain strict confidentiality and comply with the firm's data-protection, privacy, and information-security policies.

How to Apply

Interested candidates should send their CV and cover letter to [email protected]

📌 Lead Auditor (India)
🏢 Gehi u0026 Associates
📍 India

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